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evan_luberda
evan_luberda
Helper ⭐️
June 3, 2016

Admin Office Hours - June 9th, 2016

  • June 3, 2016
  • 13 replies
  • 158 views
This thread is for the Admin Office Hours session for Thursday June 9th, 
2016.  Submit your questions to this thread and we'll address them during our session at 11am PST/ 1pm CST.

To register for this session, please click here.

Post-session, we will update this article with a summary of answered 
questions and link portions of the video for those who could not attend.

      13 replies

      joe_h
      joe_h
      Contributor ⭐️⭐️
      June 6, 2016
      Hi.  We're trying to push data from standard objects and custom objects in Salesforce into MDA so that we can create cross object reports.  Not having much luck so far.
        brooke_anderson
        brooke_anderson
        Contributor ⭐️⭐️⭐️⭐️
        June 9, 2016
        We are trying to accomplish the same thing - Reports 2.0 charts/tables with data from multiple Salesforce objects.  For example: We want to be able to report on Transaction Volume, Opportunity Data (Dates, Stages, etc.), as well as Account Detail (Plan, Owner, etc.).  I added a couple fields to the Customer Info object in Salesforce then mapped them using a rule.  Is there another way to accomplish this; or, would I have to do that for all the fields of interest?
          brooke_anderson
          brooke_anderson
          Contributor ⭐️⭐️⭐️⭐️
          June 9, 2016
          How do you refresh the data/structure of a Matrix Data Object?  I added a field (Churn Risk) to the Custom Matrix Data Object.  But, when I go to update the rule that loads the data, it's not listed in the drop-down for the field mappings.
          brooke_anderson
          brooke_anderson
          Contributor ⭐️⭐️⭐️⭐️
          June 9, 2016
          How are multiple SFDC Opportunity records consolidated into the Customer List?  For example, if there are two opportunities open on an account with differing Close Dates and Stages, is the most recent opportunity information shown?
          ajit_singh
          Gainsight Employee ⭐️
          ajit_singh
          Gainsight Employee ⭐️
          June 9, 2016
          I have requested support team to review and get in touch related to using rules to load data from SFDC objects to MDA objects.
          brooke_anderson
          brooke_anderson
          Contributor ⭐️⭐️⭐️⭐️
          June 9, 2016
          Can you a create formula column in Reports 2.0?  For example: Column C = Column B / Column A.
          joe_h
          joe_h
          Contributor ⭐️⭐️
          June 9, 2016
          I guess I should explain our use case a little bit more.  Our users need the correlation
          between data on the standard Account object, the custom Usage object, and a
          custom object named CEM (Customer Engagement), particularly activities and
          registrations.  I understand that we need
          to pull everything from these objects into the MDA, Once all the data is in
          there, I would like to write a Cross-object report to get the users the data
          they need.  I hope that helps.  I’m at the beginning of the learning curve on
          this.

          brooke_anderson
          brooke_anderson
          Contributor ⭐️⭐️⭐️⭐️
          June 9, 2016
          I got the impression this was an 11am PST webinar.  Do you have a link to join?
          evan_luberda
          evan_luberdaAuthor
          Helper ⭐️
          June 9, 2016
          Office Hours are starting now!

          Admin Office Hours

          Please join my meeting from your computer, tablet or smartphone.
          https://global.gotomeeting.com/join/912742885

          You can also dial in using your phone.

          United States : +1 (571) 317-3112

          Access Code: 912-742-885
          joe_h
          joe_h
          Contributor ⭐️⭐️
          June 9, 2016
          Brooke, sorry that we burned through the time with our problem.
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