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Hello everyone!

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, May 2, 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, May 2, 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

Hi Scott, I’ll be there to follow up on my question from Tuesday about preventing duplicate contacts using SFID as match criteria.

How can I set up my Salesforce connector/rule to prevent creation of duplicate contacts in Gainsight when the email is changed in Salesforce?

We have a connector job and a rule set to create/update contacts in Gainsight with several bidirectional fields. Email seems to be used as the Match Criteria for the rule but I don’t see a way to change this to something like the Salesforce ID.

Hi Scott,

I think I know the answer to my own questions but would like confirmation.   I have a data designer that is merging 2 MDAs.  One MDA has the Related Account GSID as a string field type and the other MDA has the Related Account GSID as an ID field type.  When I use those 2 fields in my join I get no records returned.  The reason is because one is a string field type and one is an ID field type, correct?

I don’t think I can edit that string field type in Data Management to make it an ID field type.  Is that correct?  In order to have an ID field type for the Related Account GSID I will need to create a new field with a GSID field type, correct?

Thanks,

Rhonda

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