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baji_bathula
Gainsight Employee ⭐️
baji_bathula
Gainsight Employee ⭐️
April 30, 2019

EMEA Admin Office Hours - 2/5/19

  • April 30, 2019
  • 4 replies
  • 56 views
This thread is for the Admin Office Hours session for Thursday April 18th, 2019. Submit your questions to this thread and we'll address them during our session at 1p-3p GMT.

There is no need to register for the sessions anymore. 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!!

GoToMeeting:

https://global.gotomeeting.com/join/860695853

You can also dial in using your phone.

United States: +1 (571) 317-3117

Access Code: 860-695-853

More phone numbers

United Kingdom: +44 330 221 0097

    4 replies

    faelan_herriott
    faelan_herriott
    Contributor ⭐️⭐️⭐️⭐️⭐️
    April 30, 2019
    Hi Baji,

    I need your help building out an object that has a bunch of calculations in it. The rule I am using is not populating the object in the manner I expected. I'll email you the details of what I am trying to achieve if that helps. Thanks!

    faelan_herriott
    faelan_herriott
    Contributor ⭐️⭐️⭐️⭐️⭐️
    April 30, 2019
    Another one, I need to figure out a rule that can assign accounts rotationally between two csm's who both operate in the same region. Thanks!

    oscarhero
    oscarhero
    Helper ⭐️
    May 2, 2019
    Hey Baji,



    I have 2 questions on different gainsight functionalities,



    1) syncing to salesforce - when syncing activities in gainsight to salesforce it seems that by default it syncs to the account object. is there any way to sync it instead to child accounts or other objects where the activity would be more relevant?



    2) Is it possible to make fields in related lists editable? for example, If a CSM has a list of open renewal opportunities in salesforce, could they be able to edit the stage directly in gainsight?

    thanks,

    D
    debsghayas
    Contributor ⭐️⭐️
    May 2, 2019
    Hi Faelan, a few other customers have requested this previously. Whilst Gainsight doesn't have an assignment model as a feature, a potential solution using Salesforce has been documented that may work for you. Details here https://docs.google.com/document/d/1EDB_8zoEs81AslgF41q1ElJc5-KeHxSB1pV8BKP4Vpw/edit

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