Hi guys, I would like to discuss building Success plans. Specifically how to use data captured in tickbox fields in SFDC to automatically define and assign template Success Plans to a client, how to share those success plans and then how to use usage data held in MDA to automatically close off elements from these plans. Thanks, look forward to discussing.

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If time allows can we disucss a couple of items please:





Surveys spam - we've just launched our 1st survey (testing it internally), have set up the domain & enabled secure connection in SFDC yet the emails are being caught up in Spam. Is there maybe another step I may have missed or different setting to use? The email address is support@ so shoudl be fine.





2nd question relates to data management and how to map usage data to SFDC Account ID else that in our data lake.





- we have been loading our product usage for 2 years now with email address the unique idenitfier, the SFDC mapping happens in our own data lake. Now we have launched Person 360, I'd like to use a map in Gainsihgt - object called User mapping to determine which email address belongs to which account (this map is fluent is at is changed by CSMs from C360s). Is there a way we can load the product usage data but without SFDC Account ID - this is then mapped to SFDC ID using the internal ap in an abject rather than this being done in opur data lake?





thanks





Katerina

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