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spencer_engel
spencer_engel
Expert ⭐️
Jan 14, 2019 11:14 PM UTC
Question

US Admin Office Hours - 1/17/19

This thread is for the Admin Office Hours session for Thursday January 17, 2019. Submit your questions to this thread and we'll address them during our session at 11am PST / 12pm MST / 1pm CST / 2pm EST.

There is no need to register for the sessions anymore. If you have a question, please post below or join the meeting. I will go in order of posts below or joining the session. Thanks!

Conference Details

https://global.gotomeeting.com/join/493151677

You can also dial in using your phone.

United States: +1 (872) 240-3412

Access Code: 493-151-677

      7 replies

      kyle_handley
      kyle_handley
      Contributor ⭐️⭐️⭐️⭐️
      Jan 15, 2019 10:51 PM UTC
      What is the purpose of the 'manager' standard field on the MDA user object? How does it relate to manager on the SFDC user object?

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      May your day continue to be filled with awesome
      amber_2f29e1
      amber_2f29e1
      Contributor ⭐️⭐️
      Jan 16, 2019 2:57 PM UTC
      Hi - I'd like to walk through how to allow CSMs to update Sentiment Score within a timeline entry.

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      tony_tao
      tony_tao
      Contributor ⭐️⭐️⭐️⭐️⭐️
      Jan 16, 2019 11:08 PM UTC
      1. How to create Dashboards on a relationship basis using MDA data

      2. How to use persons for relationships

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      dale_parent
      dale_parent
      Helper ⭐️
      Jan 17, 2019 6:46 PM UTC
      I'm working on a process for pre-filtering failed participants due to being part of the bounce list. I'm looking at the AO Emails and AO Participants objects and some of the failed participants due to bounce are not in those lists. Wondering where else we can find bouncing participant data for this or if I should consider a different strategy.

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      spencer_engel
      spencer_engelAuthor
      Expert ⭐️
      Jan 17, 2019 7:17 PM UTC
      Hi everyone - office hours are happening right now! Quite a few people who asked questions aren't on yet, but there's still time.

      https://global.gotomeeting.com/join/493151677

      You can also dial in using your phone.

      United States: +1 (872) 240-3412

      Access Code: 493-151-677

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      spencer_engel
      spencer_engelAuthor
      Expert ⭐️
      Jan 18, 2019 3:30 AM UTC
      Hi Kyle - The Manager ID is designed to allow looking up users to manager groups. It relates to the manager on the SFDC user object only if you configure it to do so. Hopefully this article helps more: https://support.gainsight.com/Data_Management/Gainsight_Standard_Objects/Gainsight_User_Object

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      spencer_engel
      spencer_engelAuthor
      Expert ⭐️
      Jan 18, 2019 3:33 AM UTC
      Hi Amber - I'm happy to go through this in more detail during next week's office hours, but to get you started:

      You could have (or maybe you already do have) a picklist within a timeline activity configuration that allows users to assign a sentiment to an activity (e.g. red, yellow, or green). Then you could create a rule that looks at the latest timeline entry and updates the scorecard measure accordingly based on what that timeline entry's value is.

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