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Hello everyone and happy 2025!!

This thread is for today’s Thursday Admin Office Hours session, Thursday, January 2, 2025 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, January 2, 2025 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

Happy New Year. 
Need some help with some timeline entries not pulling into a report despite matching all filters applied. 

Thank you . 


Happy New Year, Scott,

I am reposting the question I had a few weeks ago:

Hope you are doing well! I am looking to understand the error message “Look up for RecordType field cannot be resolved”. We implemented Renewal Center in summer 2023 and have been troubleshooting a few workflow issues between our Salesforce instance and Gainsight. There used to be a different record type name several years ago in the opportunity object but that name was removed and now we have Renewal Center and ran into data sync issues between the SFDC Opportunity Object and the GS Opportunity Object. My hunch is to delete these records in both SFDC and GS but would like to understand from your POV. Thanks so much!

Talk soon!


*Apologies if this goes through twice, but I submitted the request below earlier with an attachment. My attachment may have pushed this to moderator review status. In case it doesn’t show up prior to the Office Hours call, the text from my request is below:

 

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

Hi Scott. Happy New Year!

 

Needing some guidance on how to build a table report with unique stats for each Email Template name. We’re looking to have fields/columns such as Email Sent Count, Email Delivered Count, Email Open Count, Delivered %, Open Rate %, and more. I'm currently using the "Email Log V2" object.

 

In addition to properly showing the counts, some calculations for the rates are needed, which I assume will require adding formula fields, however I'm not doing something correctly here either.

 

Thanks!

 

  -  Tim  -


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