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Hello everyone!

Apologies for the later-than-usual post.  This thread is for today’s Tuesday Admin Office Hours session, Tuesday, November 19, 2024 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, November 19, 2024 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

New Gainsight Admin - Need help learning how to troubleshoot issues with Accounts and Contacts that aren’t being synced Properly by the Rules Engine.  One Contact is completely missing that has been in Salesforce for quite a while but others from that same account are present.  Another Account is not pulling in any of the attributes like Account Number or Customer Success Manager.  Information is completely blank. 

 

New admin here - Any way we can capture how long a CTA is assigned to an CSM? We’d to know how long it took for the CTA to be closed but base it on the assigned date rather than creation date. This is for RR manual CTA’s that are schedule to run M-F every 2 hours.

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