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Hello everyone!

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, March 7, 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 7, 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

Are office hours held weekly at the same time? If so I will block off my calendar. It’s too late for tomorrow, I am already booked. 😨

Question : how to create a count report for multipick list field

Question about a rule. Will explain

Creating a rule in GS to load health score Overall Score (Account) to SFDC Scorecard Fact object (JBCXM__ScorecardFact__c). 

I can’t see to choose the SF object to create the load action, and I can’t seem to be able to add the object in Rule Settings / Permissions (Load Actions).

Is it different with JBCXM objects in SF? (I know we used those objects when I was at a previous company that was on the GS SFDC platform) 

Also, I need to be able to have our Leaders who are not in GS (they are in SF) see the Overall Health Score. Trying to find the best way to do this, quickly. 

I can join at half past due to a competing meeting-- but I have an urgent request

General topic is around configuring CSQLs on the Salesforce sync (not gainsight only) I can provide more details on the call, but my main ask is if there is any insight as to what fields are syncing back to a SFDC opportunity and how to avoid constant sync errors.

Hi @sdrostgainsightcom , I’m headed into meetings soon but want to get my office hours questions for today (March 12, 2024) in line before I’m unable to. The post for today has not been started so here are my questions:

  1. I have 2 bionic rules that I believe are not needed, want to review with you. If not needed then I am going to delete them rather than convert them to Horizon.
  2. Review: How to find out which accounts have turned from non-red to red recently. I have a prototype data designer that we can walk thru for feedback / corrections.
  3. JO email templates – preview is not selecting the right template ’version’, what am I doing wrong? I also submitted a support case # 305171 Sandbox: 2 Problems with JO Email Program.
  4. JO email templates – I published the program and all participants failed due to invalid template id, what am I doing wrong? I also submitted a support case # 305171 Sandbox: 2 Problems with JO Email Program.

Hello @brian.okeeffe -- circling back to answer finally -- yes, Thursday US admin office hours is always in this same 2pm ET/11am PT timeslot.

Tuesday sessions are always at 4pm ET/1pm PT timeslot (just posted the thread for today’s session here

 

You can also subscribe to this “Meetings and Office Hours” channel and get notified when me or my colleagues post for Office Hours and other enablement-type sessions.

 

See you on an Office Hours soon!

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