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spencer_engel
spencer_engel
Expert ⭐️
July 15, 2019

Admin Office Hours - 7/18/19

  • July 15, 2019
  • 6 replies
  • 62 views
Hi everyone, this thread is for our Thursday Admin Office Hours session, which will be held Thursday, July 18, 2019. Submit your questions to this thread, and we'll address them during our session at 11am PT / 12pm MT / 1pm CT / 2pm ET.

There is no need to register for the sessions. If you have a question, please post below or join the meeting. I will go in order of posts below or joining the session. Thanks!

Conference Details

https://global.gotomeeting.com/join/493151677

You can also dial in using your phone.

United States: +1 (872) 240-3412

Access Code: 493-151-677

    6 replies

    J
    jnguyen3
    Contributor ⭐️⭐️⭐️
    July 16, 2019
    Hi Spencer,

    Do you know if we can use if function in the formula field? For instances: if(Churn<0, Churn/Churn Goal)

    L
    ltfrancis12
    Contributor ⭐️
    July 17, 2019
    Hi Spencer,

    I'm looking to create a rule that captures the last Timeline entry in order to have more flexibility with reporting. Can you walk me through this process, and also clarify if I need to create a new field first in either Gainsight or Salesforce?

    spencer_engel
    spencer_engelAuthor
    Expert ⭐️
    July 17, 2019
    Hi Lauren -

    You don't necessarily need to create a field unless there's something specific from said Timeline activity and push it to SFDC or MDA. For capturing the data you need, try checking out this video and see if it helps. Thanks!

    https://community.gainsight.com/conversations/how-to-aggregate-and-merge-data-in-the-rules-engine-5cc73f10e4b0f65098ff23bd

      tony_tao
      tony_tao
      Contributor ⭐️⭐️⭐️⭐️⭐️
      July 18, 2019
      Looking to confirm a JO program email to be sent 24 hours priorto a date field

      shane_mccoy
      shane_mccoy
      Contributor ⭐️⭐️⭐️⭐️
      July 18, 2019
      Hey Spencer,

      I just posted a question on Community that I was hoping we could discuss during Admin Office Hours - https://community.gainsight.com/conversations/pivoting-a-table-from-horizontal-to-vertical-5d30820fe4b00474137fed40

      Let me know!

      Shane

      L
      ltfrancis12
      Contributor ⭐️
      July 18, 2019
      Thanks, Spencer! I watched the video, but I still had a couple of questions. Mainly, I wanted to clarify when I should use the option to pull two data sets and merge them. I'm not entirely sure if my particular use case requires that step.

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