US Admin Office Hours (Thursday session) - 02/16/23 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

Hey Scott!

You helped me build a data designer about 2 months ago that summed ‘activity points’ that were being marked inside a timeline entry, but I’m having some issues w/ that same build as it’s not keeping track of those points correctly, would love to check it out and seeing what might be wrong with it. Thanks!

Hi Scott,

I’m trying to find a work around way to report on email template usage.  The Email Logs V2  obj doesn’t include GS Assist plugin uses of a template. My teamuses plugin templates extensively, so I want to see plugin usage as well. 

I thought I might be able to use DD to combine Activity Attendee obj with Email Logs V2 obj to match up the subject of the email activity to the template.  It’s not working so well.

Curious to see what other ideas you might suggest.  Or perhaps you can help me with the DD I’ve created.  

Thanks,

Rhonda

Hi Scott, I’d like to finish our conversation about rule that moves Company Contacts to Relationship Contacts. Thanks!

Hi Scott, 

I have a question regarding new C360 beta, in the new C360 view, we have an ALL and a Rocket Products section. Can we remove ALL from the view?

Also a question related to a JO program query.  

Hi Scott, 

First timer here. I’m trying to sort out this issue regarding my inability to get period-over-period comparison working properly. 
 

Looking for recommendations on getting this working.  Thanks

Hey Scott - Need help confirming my Success Plan Status Field Tracker is set up correctly.

Hi Scott, 
Carrying over from Tuesday, since we ran out of time. 

I have a relationship question, too: I am moving an external NPS survey (and other health measures) from Company to a Product Relationship. The current survey was set up by an implementation contractor, so I am not certain how it was done, other than it clearly is external and not PX or Survey Monkey. (We are importing the data from Appcues via Heap ==> Snowflake and writing to a custom object.)
I do understand how the current rule that writes to it works (have revised it myself), and I have a draft rule for writing to the new Relationship survey. But I can’t seem to set that survey up correctly. 
I do have a Relationship with Type = Product set up and some test records to play with. 

Alicia

Hi Scott,

Working on revamping Health Scores, and we want to include a measure group that has measures based on the Company Person object (i.e. if field contains value A, B, or C, then measure is green; if not, measure is red). Do you think that will work when I build the rules? I imagine I can do a merge, but just wanted to check with the master before I get too deep.

Thank you!

Coming back from Tuesday::

Hi Scott! I am looking for some guidance on how to build a CTA when there is a score change/decrease from the Fall to Spring survey. Our spring survey launches in April but I am not sure if we can build it yet since the survey ID is not created but I would like to build the steps now. Thanks for your help! 

Deja

Need some insight on the object: Activity Associated records 2 years.  It is not finding Timeline Activities logged on CTAs.  I need Company details in the fetch, so I am using the resolve as 

Is there a way to view all Timeline Activities and all Companies they are associated to in a single dataset?  Or do I need to build the dataset?

*Note, I have a conflict during Office Hours today, but I am hoping maybe @sdrostgainsightcom can point me in the right direction in this thread.  Thank you!