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Thursday US Admin Office Hours (CS Platform):June 11, 2026 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

  • June 11, 2026
  • 2 replies
  • 30 views

sdrostgainsightcom
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Hello everyone!

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, June 11, 2026 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, June 11, 2026 at  11am PT / 12pm MT / 1pm CT / 2pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/97839906826?pwd=88gXZ7tmsZEX1V6sFoRB6cYPp8Uz28.1&jst=2

 

Meeting ID: 978 3990 6826

Passcode: 774757

 

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

https://gainsight.zoom.us/u/arU8WZ269

2 replies

nsimon
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  • Contributor ⭐️⭐️⭐️
  • June 11, 2026
  1. How do I require fields filled in when closing a CTA for a specific status (LOST) only?! 
  2. Why isn't my at risk launch risk CTA CLOSED LOST rule finding the recent CTA I closed? 
  3. I think I need to remove some SFDC connector job real time sync fields and have some questions around this
  4. How do I get CSM name into my real time slack rule, again?

nsimon
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  • Contributor ⭐️⭐️⭐️
  • June 15, 2026

Hi Scott, Did you get any update on how I can pull the Onboarding Rep name or CSM name in a real time rule when my action is triggered by a CTA? Thanks!