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Tuesday US Admin Office Hours (CS Platform): Jan 14, 2025 - 1pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread


sdrostgainsightcom
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Hello everyone!

This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, January 14, 2025 at 1pm PT / 2pm MT / 3pm CT / 4pm 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):

Tuesday, January 14, 2025 at 1pm PT / 2pm MT / 3pm CT / 4pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/96758098131?pwd=Z2ZyTDRYVzJGMDdsV20vWWxXRGcydz09

 

Meeting ID: 967 5809 8131

Passcode: 678844

 

For dial-in info by your location, find your local number: 

https://gainsight.zoom.us/u/azzeidOTB

7 replies

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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 141 replies
  • January 14, 2025

Hi Scott,

a) Are there any published “best practices” and “basic plumbing” that are recommended to implement when you’re deploying a brand new instance of Gainsight?

b) Follow-up to a), what are the considerations / best practices if you’re migrating off of an existing instance into the new instance?


  • Contributor ⭐️
  • 2 replies
  • January 14, 2025

Hi Scott, we are trying to set up monthly relationship churn rate widget on dashboard. I could create a design in Gainsight to derive the total relationships at the beginning of the month and another design to derive the churned relationship, but am not able to create a ratio between the two numbers. Hoping you can guide me. Thanks!


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  • Contributor ⭐️⭐️⭐️
  • 15 replies
  • January 14, 2025

Hi Scott, I am observing a Salesforce error when I try to upload data to a custom field in GS Opportunity object.


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  • Contributor ⭐️
  • 1 reply
  • January 14, 2025

Hi Scott!  I hope all is well :) 

I want to get your take on implementing a currency conversion in Gainsight. Currently, our ARR is synced in local currency. All other systems (SFDC + Snowflake) have a way to convert to USD, but I’m wondering how I could achieve this in Gainsight. Thank you! 


rho_ran_experian
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 141 replies
  • January 14, 2025

Scott,

I’d like to know how to create a rule to update a Due date on tasks that were applied through a playbook.  I’ve tried and can’t get the action step.

Thanks,

Rhonda


sdrostgainsightcom
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  • Author
  • Gainsight Employee ⭐️⭐️⭐️
  • 536 replies
  • January 15, 2025

Hello ​@parulgoswami -- wanted to pass along a link to my fast walkthrough in my test org of using Aggregations, Merges and Transforms with formula fields to get the ratio values in a data designer that you want.

Hopefully this helps in case you need to refer to something we walked through, and then I’ll get a new thread for tomorrow’s Office Hours posted in this forum a little later this afternoon in case you want to jump on and further refine!

Best,

Scott

https://us-30749.app.gong.io/e/c-share/?tkn=1b068sydj1win1bxotkcthg0mx


  • Contributor ⭐️
  • 2 replies
  • January 15, 2025

Thank you!


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