Thursday US Admin Office Hours (CS Platform): March 28, 2024 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

  • 28 March 2024
  • 9 replies
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sdrostgainsightcom
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Hello everyone!

This thread is for today’s Thursday Admin Office Hours session, Thursday, March 28, 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, March 28, 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

Scott Drost, Gainsight -- Principal Customer Success Architect

9 replies

I
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Hi Scott! I’m trying to create a completion report for a survey. I have a report of sent surveys using the Email Logs v2 object and a flattened responses report. I think I can use data designer for this but not sure exactly how. Thanks!

mobrien14
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Hi Scott! We’re looking to utilize Simple Programs for a renewal notice program specifically for the Group Emailing functionality. However, we need to utilize a email field from a Union of our Account (Bill-To Email) and Contact (Key Persona) Salesforce objects and not the Company Person object. Unfortunately, we’re finding that the program does not recognize this unique email field, even if we try to merge Company and Person GSID.

Any ideas or recommendations on how to accomplish this?

J
Rank

Hi Scott, in a previous session you asked me to defer this question until later. Is now a good time?

A colleague and I have many questions regarding people / contact merge

  • How does it work?
  • Why is our instance showing 0 duplicates when we can see the duplicates?
  • What are the gotcha’s to watch out for?
  • Any differences in approach when only merging contacts vs. when merging contacts as result of a Company merge?
A

Hey Scott! 

Me again! Super easy question / scenario.  Creating a rule that updates cases in SFDC and want to understand if there is a better way to update records other than using the ‘last modified date’ field.  

Wes French
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Hi Scott! I have a question for today’s session but I won’t be able to join your session until 1:30pm CST. In Data Design or Rules Engine, I’m trying to find the 1st successful training project for customers that are in onboarding but what I’m struggling with is if I group by Account Id and then select the MIN option for all of the other fields such as Project End Date, Project Name, and Record Id, GS doesn’t “link” all of the fields together. Is there a way for me to do this?

 

Thanks!

Wes French

DIshmael
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external API headers question

J
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Hi Scott, new questions.

  1. Are sharing groups queryable in reports, rules engine, data designer? If so could you point me to the correct object name. In my rule I need to have filter logic like “a specific email address in my data source belongs to a user in XYZ sharing group”.
  2. In a rule, how can I convert a date to a string? I need to concatenate a date field with other string, but Concat seems to only allow concatenation of strings so I have to convert my date to a string first. But when I create a transform to call “To String(...)”, none of my date fields show up as options for type conversion.
dhastings
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JO/Programs - Built a Query, Communications by Contact Type, to capture Participants

#3 Mapping Participant Sources required fields, but values are not options:

  • External Contact ID
  • External Account ID 

How do I get the External ID Contact and Account within the Mapping Participant Sources?

Thank you,

Di

 

 

J
Rank

JO/Programs - I built a query, previewed the participants. The same participants appear as both “TEST” and “real” (not the actual term, I can’t recall what it was) participants. What are the “TEST” participants? Only the expected # of emails went out, whereas I had feared duplicate emails would be sent.

I can’t recreate this issue on demand so I’m just recalling the details from memory.

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