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alison_kaprielian
alison_kaprielian
Contributor ⭐️⭐️⭐️
April 2, 2019
Solved

CTA to alert CSM we have no Main Point of Contact Identified

  • April 2, 2019
  • 13 replies
  • 257 views
Hi All - I need some help!

I'm trying to find a way to notify our reps when we have an account that has no main point of contact idenfied in Salesforce/Gainsight. Our way of flagging these people is through a checkbox - and it's all manual. We have a number of organizations in that do not have at least one main point of contact checked as true on the account. Salesforce is pretty limited in it's ability to create reports or build a rollup summary field. So I thought Gainsight may have a solution for this tricky problem!



Why is this important? We trigger a number of our auto-emails to only send to the main account contact. When there is no individual identified, the auto-emails in JO do not send.

Looking forward to any suggestions or insights this community may have! Thanks!

Alison

Best answer by darkknight
I just set this up and tested in my QA environment and it worked fine:

TASK 1: This task gathers all the accounts you're wanting to include in your search. (You'll have to include the appropriate filters to identify your accounts based on your needs, as well as the ID field to whom you are going to assign the CTAs. Mine is Customer Info::CSM. I also relabeled ID to Account ID so it's easier to identify/map)



TASK 2: Gather the COUNT_DISTINCT of all the contacts that have the field flagged. (Use your field in place of the one I've used here, Executive Sponsor. I also relabeled the Contact field COUNT Contact ID)



Merge: Task 1 (left) Task 2 (right) mapped on Account ID. Retain all records from left dataset.



ACTION: Include the filter similar to below: COUNT = NULL



Hope this helps.

13 replies

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alison_kaprielian
alison_kaprielianAuthor
Contributor ⭐️⭐️⭐️
April 2, 2019
I FIGURED IT OUT!

Thank you so much for your assistance! The issue was that the Account Lookup needed to be for the task that pulled all accounts - not the one that pulled Main Account Contact Counts.

THANK YOU SO MUCH FOR YOUR HELP!!!!

    darkknight
    darkknightAnswer
    Expert ⭐️
    April 2, 2019
    I just set this up and tested in my QA environment and it worked fine:

    TASK 1: This task gathers all the accounts you're wanting to include in your search. (You'll have to include the appropriate filters to identify your accounts based on your needs, as well as the ID field to whom you are going to assign the CTAs. Mine is Customer Info::CSM. I also relabeled ID to Account ID so it's easier to identify/map)



    TASK 2: Gather the COUNT_DISTINCT of all the contacts that have the field flagged. (Use your field in place of the one I've used here, Executive Sponsor. I also relabeled the Contact field COUNT Contact ID)



    Merge: Task 1 (left) Task 2 (right) mapped on Account ID. Retain all records from left dataset.



    ACTION: Include the filter similar to below: COUNT = NULL



    Hope this helps.

    Jeff Kirkpatrick
    darkknight
    darkknight
    Expert ⭐️
    April 2, 2019
    Our comments crossed paths ????. Glad you figured it out!

    Jeff Kirkpatrick
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