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Hello everyone!

This thread is for our upcoming Thursday Admin Office Hours session today, Thursday, August 8, 2024 at  11am PT / 12pm MT / 1pm CT / 2pm ET.


Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).

There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!

Conference Details (Zoom):

Thursday, August 8, 2024 at  11am PT / 12pm MT / 1pm CT / 2pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/95564886548?pwd=SGZyVmM2NGpYSW02RU5XY2x5TjJhUT09

 

Meeting ID: 955 6488 6548

Passcode: 296864

 

For dial-in info by your location, find your local number: 

https://gainsight.zoom.us/u/aeD4b4SdoB

From @justo.casablanca :

  1. We have User records that are duplicates (same employee id, different email and username because they changed their name due to marriage). In some cases our email team has kept both emails as valid, but I’m not sure which username is valid for SSO purposes.  None have ever logged in. Can I just delete these users? Also how do you delete users, I don’t see an option in the admin UI.
  2. Could you take a look at support case # 323944? In some cases when creating records via external action, the target dropdown or text field may get populated with “” instead of the intended null.  I was hoping the fix would be applied globally across all objects at once, but it seems each object must be fixed separately, one by one?

Good morning
Need help in finding a way to group report lines to show only one line per customer instead of multiple it is showing now (customer Concat formula field? Max field? New Data design?)
Thank you. 
 

Hello,

I’m looking into doing comparisons using current month vs. previous year current month (Ex. July 2023 vs. July 2024) via the data designer. I can’t seem to get the configuration correct, so that it shows that comparison.

Thank you!

Hi Scott, I’ve got a quick question on AI Cheat Sheet and the impact on an account that is duplicated. I suspect that when Cheat Sheet looks at the last six months of data it also takes into account the account creation date and then ignores previous entries added into the timeline even if they are within six months. 

Thanks 

Craig

Hi Scott, I need help determining why I can’t publish my JO program. Support told me I had to “Sync All” on my participants, which I’ve done, but the “Publish” button still remains disabled.

Hi Scott,
I am looking to embed an iframe of the Salesforce Account record into Gainsight. I receive an error when using the Salesforce URL. Can you advise on how to best configure the embed?
Thanks!

Error attached
 

Scott,

 

SF Admin added new field within the Contact Object and associated to our user gainesight.api but I am not able to view/capture the new field within a Gainsight report when I am using Contact at the Source.

Thank you,

Di

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