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Hello everyone and welcome to 2022!

 

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, January 6, 2022 at 11am PT / 12pm MT / 1pm CT / 2pm 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):

Thursday, January 6, 2022 at 11am PT / 12pm MT / 1pm CT / 2pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/253252739?pwd=RHl3ekk0RGN0ZFR3TmRkK1Zldks0QT09

 

Meeting ID: 253 252 739

Password: 864010

 

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Find your local number: https://gainsight.zoom.us/u/aQSPx2jXO

Hi Scott,

I have a question on best practices for loading customers to GS using Rules based on opportunities, auto assigning CSM to the newly loaded customer, and kicking off a JO Email campaign to welcome those new customers.

Hi Scott, I have a couple of questions regarding HA upgrade. 

Hi Scott,

I have a couple of things to run by you:

  1. I created a low volume custom object that has data from Salesforce. I want users to be able to edit this data directly in Gainsight and use a rule to push the data back to Salesforce. According to the documentation, a low volume object allows data edits however, the only way that data appears to be editable is in Data Operations (admin-access only). Can you confirm that this is true? Also, is there a way to remove the Add button for the table on C360 or at a minimum, customize which fields appear in the add view?
  2. I can see that records are being inserted into the Company Person object without an external ID value and haven’t been able to locate the source. I’ve checked Analyzer and have searched rules that take action on the Load to People option. I’d like to see if there is something I might be missing.

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