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evan_luberda
Helper ⭐️
June 15, 2017

Admin Office Hours - June 22nd, 2017

  • June 15, 2017
  • 7 replies
  • 89 views
This thread is for the Admin Office Hours session for Thursday June 22nd, 
2017.  Submit your questions to this thread and we'll address them during our session at 11am PST / 12pm MST / 1pm CST / 2pm EST.

To register for this session, please click here.

    7 replies

    chris_duckers
    Contributor ⭐️⭐️
    June 16, 2017
    We are looking at using Activity Timeline on C360 very heavily and have a couple questions:
    1. Is it possible to display the Account Name when creating a report from the Activity Timeline MDA Data object.  We can use the Account ID, but that is of little value. We'd really like to see the account name. We're building a report to show a consolidated view of ALL activities logged for customers for X days
    2. Is it possible to build a report showing ALL Accounts with 0 Activities logged in the past X days?
    brandon_0b4157
    Contributor ⭐️⭐️
    June 16, 2017
    We would like to log specific onboarding outreaches in milestones (as well as when the outreach is opened) if possible.  Can you walk us through how to do this?
    amanda_dasilva
    Contributor ⭐️
    June 19, 2017
    We'd like to see the Acct Name and also the Gainsight user name who created, modified the item as well.
    kate_green
    Helper ⭐️⭐️
    June 20, 2017
    Hi Evan - I think I mentioned this to you last week but I have a question about a workaround for a desired outer join.  For example, I have contact data from SFDC and from a separate portal.  Not all contacts in SFDC are represented in the other portal data and vice versa.  What's the best work around to merge these two data sets (in order to load them to an MDA) since I can't do an outer join in a bionic rule?
    kate_green
    Helper ⭐️⭐️
    June 20, 2017
    I was actually able to figure this one out but I have another question :) 

    I have fetched a few fields from SFDC that are Picklist or Multipicklist, and I'm not sure what type of field I should create in my MDA table so that I may map the fields.  I currently have the fields set as Strings but they are not appearing on the field mapping step of Setup Action.  

    scott_superko
    Helper ⭐️
    June 21, 2017
    I've run into some issues when setting up the Success Snap Shot.  Various reports don't pull any data when exporting into a powerpoint.

    I have a scheduling conflict and will be able to attend at the end of office hours, I'll join around 2:45 EST.
    evan_luberda
    Helper ⭐️
    June 22, 2017
    Office Hours are starting now! Click here to join!