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PLEASE NOTE: Thurs US Admin Office Hours (CS Platform): Nov 20, 2025 THREAD ONLY TODAY

  • November 20, 2025
  • 2 replies
  • 83 views
sdrostgainsightcom
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Hello all!

Two important items to note today:

  • I have no voice today, so I can’t hold a live Office Hours session at the usual Thursday time, HOWEVER, please post any questions you have as replies here and if I can answer with suggestions and/or screenshots to help today, I will.  Otherwise, I will hold a make-up session on Monday as well as Tuesday’s usual session.
  • IF YOU HAVE QUESTIONS ABOUT THE CURRENT SALESFORCE CONNECTOR OUTAGE PLEASE ATTEND  ONE OF THE BELOW 2 OPEN OFFICE HOURS TODAY OR TOMORROW (hotlinks for the Zoom bridges below)  

Thank you for your understanding and drop me a DM note with any additional questions around where to get info/support for the SFDC Connector issues, or add standard questions for me to look at here as a reply.  Thank you!

Scott Drost, Gainsight -- Principal Customer Success Architect

2 replies

C
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  • charmagnepablo
  • Contributor ⭐️⭐️
  • November 20, 2025

Hello Scott, 

Hope you feel better soon.

Q: For Activity Associated Record object, should the Call to Action object linked by default?

Thank you

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sdrostgainsightcom
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  • sdrostgainsightcom
  • Author
  • Gainsight Employee ⭐️⭐️⭐️
  • November 20, 2025

Hello ​@charmagnepablo -- yes, the association is out of box, but the same object is used for any and all “Linked Objects”, so even if you haven’t added anything, you have to set the “WhoID/WhatID” resolver from the Venn Diagram icon in the upper right of your screenshot.

See my screenshot below of how to set that resolver for the linked object you want to report on so you get access to the fields on that object -- hope that gets you steered in the right direction!

 

Scott Drost, Gainsight -- Principal Customer Success Architect
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