Tuesday US Admin Office Hours (CS Platform): Nov 12, 2024 - 1pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

Hi Scott - I’m looking for ideas on how to chain scorecard rules to a usage data file. The data file is auto-loaded via an S3 event, which is great, but the downside is it can’t be put in a rule chain. So I’m trying to figure out the best way to have two scorecard rules kick off as soon as the file loads successfully. I’ve explored external actions a little but am getting stuck. I can explain more on the call.

Hi @sdrostgainsightcom 
I have some follow up questions regarding and External Action you helped me create (adding more fields to the information pushed to Slack, adding URL to the post) 

I will be able to join the second half of the Office hour session. sorry for the delay. 

I have a question about activity types syncing to SFDC but the required fields don’t show in Outlook plug in.

Hi Scott,

This is probably pretty simple but I’m not sure how to accomplish this.  Is it possible to clear a picklist field setting to Null in an automated fashion using a rule?  I know how to flip a Boolean field but I’m not sure how to do that for a picklist field. 

Thanks,

Rhonda

Hi Scott, I’m looking for guidance on which approach is better for my requirements: JO or Horizon Rules.

Need guidance on building a journey (I’m using this term loosely) for customer product upgrades

Every X months, I want to check if the customer is on a not-supported version of the product, in which case I want to assign a “Product Upgrade” CTA to the CSM. But if such a CTA already exists and is not closed, don’t create it. Once the CTA is completed, the next check should occur X months later and repeat the same process.

Product family and current version are already stored in relationship. I created a product/support dates xref object that has product family, version, end of support date. I join the relationship and the xref object in a data designer which is the source of my JO audience. The data designer only selects inner joined records where end of support date <= today.

Uniqueness is Company GSID, Relationship Product Family, Relationship Product Version.

I tried doing this in JO but am having challenges with:

• Re-entry criteria?
• Re-entry wait X days?
• In the “Create CTA” step of my JO, I’m having problems mapping a dropdown field on the CTA.

Hello, I am looking for Company Teams and Team Administration detailing on how to assign the User Manager Level 1, User Manager Level 2 and User Manager Level 3 and other features as I am currently working on it for my team and need to get that sorted out.