We’re standing up a series of checks to qc our healthscore-related assets, such as rules, to ensure we catch issues if they occur in file imports, data refreshes, etc.

Other than setting up individual emails in the event of Success or Failure for Rules Engines, are there any MDA objects which store job history that we can report from? This would be great to have for Rules Engine execution, Data Designer, and JO.

Thanks.

JJ

Would love a quick tutorial on setting up a real-time rule from SFDC to Gainsight.

Hi
I have 2 issues I need help with
1) Following the creation of a new SF field, I created a new Object+Field in GS and created the Job in the connector but cannot seem to map the field to the company object so I don't see it in the option to add to the c360 layout etc. Need help to solve it please. 
2) I have a dashboard that had global filters. 1 of the report in the dashboard does not filter when we apply the global filters like the rest. not sure why. 

Would love to look through this in the session today if possible please. 

Thank you . 

We have multiple segments within our teams that support different products which requires customized playbooks for each team (e.g. Product A and B both have an onboarding playbook but with different steps). This is quickly becoming an issue because of the number of playbooks visible when creating a CTA. Our work around now is appending the product to the end of the playbooks, so CSMs can search for their product but that doesn’t really scale.

Curious if there is a way to solve for this (data permissions?), so CSMs only see the playbooks that apply to them. I have seen folks trying to do this in the community but haven’t seen any successes, so far. 

Scott, 

Guidance/direction on Ankita response in regard to capturing Health Plan Cases from both the Parent and Child Accounts.

1. Getting the Cases data from Salesforce into a Gainsight custom object and then create a report on that custom object which will then show all the parent and children's data on the C360. This is the preferred solution.

The following has been done:

• Created a Salesforce report called, All Open Health Plan Cases
• Exported CSV file and narrowed down report by Aggregate Customer ID = 20506 which is for HCSC (parent) and HCSC Support (child) - Open Cases
• Created Custom Object in Gainsight Called, Salesforce Cases
• Uploaded reports CSV file
• Created Gainsight report, HP SF Cases - Open - Di Testing 
  • 77 Open Cases
    • 14 = HCSC/HMOReDirect 
    • 63 = HCSC Support
• Added report to Health Plan C360 Layout/Summary
• Tried Company Reference by:
  • Aggregate Customer ID
  • Salesforce Account ID
  • GSID
• Report results show zero

Thank you,

Di

Want to know best practice for formatting an email. The way it looks before being sent is different.

Hi Scott, 

We’re starting to utilize CTAs more and are looking at creating a set layout for Customer Outreaches. I wanted to see if the recommended best practice would be to create a new CTA Type so that we can create a different layout / add additional fields. 

Many thanks, 

Craig

He Scott!  Having an issue with setting default view for Cockpit.  Evidently Support is OFF today, so seeing if you can help.

Hi @Wihoward -- after some quick testing, it doesn’t look as if the UI is going to respect a Data Permissions rule set for Playbooks so don’t spend too much time playing with it.  It works great when I go to a report on a dashboard listing all the playbooks -- only shows me the one permissioned for that use - but not in the popup UI.

It makes sense to me that the popup listing available Playbooks was never considered as needing to be “permissionable” as a list of best practices/processes isn’t going to be embargoed information, but I was hoping it might just have been set up to do so.  No luck though.

However, I will still post internally about need to limit Playbook lists just because it comes up regularly from customers.

At the very least, I’m guessing that you have included the Product Name at the end of the Playbook name so they can search by Product Name (or a unique part of the product name) when the list comes up and instantly reduce it?  A few extra keystrokes but fast, at least.

Wish I could’ve found a better workaround!

@sdrostgainsightcom thanks for the follow-up! It saved me some digging. If it helps I created the below idea earlier