Thursday US Admin Office Hours (CS Platform): June 13, 2024 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

  • 13 June 2024
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Hello everyone!

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, June 13, 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, June 13, 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


4 replies

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Hi Scott, my questions today revolve around data exports that we need for a data conversion and subsequent validation.

a) I need to export entire objects for offline analysis. Due to the size of objects (# columns and # records) I chose Data Designer > Export to S3.

  • Call To Action object
  • Has 58 columns; 16,033 records (per object analyzer)
  • Data Designer allowed for 56 columns; 15,982 records - why the discrepancies?

Partial answer: object analyzer also says these 2 CTA fields are “Hide In Reporting = Yes”

  • Created Date In User Timezone
  • Deleted

b) Data Designer exports to CSV file. Any way I can make it export as XLSX instead?

c) When exporting to S3 I want to encrypt the files. How do I [a] get and [b] use an encryption key?

d) It was super cool to meet you and attend your session at Pulse!

Hi Scott,

My Ops associate and I will be joining the call today to revisit my question from Tuesday’s session:

 

Looking for help with the Gainsight <> Salesforce connector in our Customer Success instance of Gainsight. Currently, certain fields in GS are manual edit only for our bi-directional sync with SFDC, this is causing problems with keeping SFDC updated at scale with account changes in GS. We are building a new workload assignment model for CSMs and want to be able to create a rule in GS to automatically update the “CSM” field and then have GS push that change to SFDC, rather than a CSM having to manually update that field on their own. Is it possible to remove the manual component from the connector function?

Hi Scott, 

You may not know the answer to this question, but I can’t seem to get my Trigger Engagement in GS CS JO to find the PX Engagement.

We have created the PX Engagement and made it active, but it still won’t show up for me to choose in our GS CS Model.

I also don’t know how to get the Audience to Journey Orchestrator in PX.

Again, since this is a PX question, this may not be the correct place to ask. 

Userlevel 6
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Hello @Heather C -- here’s the link to the next upcoming PX Admin Office Hours, and I’m seeing the post already up for the week after as well in this channel, so hopefully you can jump on if you are still working with the PX side of the equation -- between the 2 different Office Hours, we’ll get you straightened out!

 

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