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This thread is for the Admin Office Hours session for Thursday March 14, 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



Is this setup correctly to update "last premier consulting date" on the Contact when they recieve that email from GS?





https://wordstream--jbcxm.na66.visual.force.com/apex/JBCXM__rulesmanager#v2/rule/c9a78512-b06e-43e2-8f18-8d512ff84587/actionsList



Hey Bobby - you might not want to paste links to your environment in community posts. Your company might consider that a security issue. Just a bit of advice.





Better to post screenshots (be sure to redact any customer or other identification info)



Hello!





I have a report based on "Account Health Scorecard Fact" that shows my onboarding customers. It would be helpful for the CSMs to be able to see the next CTA due for each of the accounts in this table.





How do I join this information together?





Thanks!





Karin



Hello,





I have some general questions about Gainsight and switching to lightning experience. Also double booked and I will be joining late.





Thanks



Reply


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