Hey Scott - I need help update the sentiment field on company from scorecard

Hi Scott,

• I am working with Controller and Dependency functionality in Timeline. I am trying to make the Activity Timeline the Controller and a Sub-Type a Dependant. Not sure how to do this. I am able to make this happen for custom fields doe (assign it a controller and another field a dependant of it).
• Looking to use email templates in Gainsight assist. I got most of the tokens to work but now I am missing one token and need help populating it. 
  • https://support.gainsight.com/SFDC_Edition/Email_Assist/Chrome_Plug-in/Gainsight_Assist_Chrome_Plug-in_User_Guide#Template_Selection_for_Composing_Emails

Hi Scott, 

I hope all is well with you. 

May I create 3 separate JO programs to send out surveys at different times? An account manager wants to send out a survey earlier than the scheduled date.

Can I create a new JO program to send one-off surveys and still be part of the same survey event for tracking purposes?

Thanks,

Jasmine

Hello Scott,

I need help with a new rule. Trying to get the last closed date and merge it correctly.

Thanks,

Maria 

https://ncino.lightning.force.com/lightning/n/JBCXM__Gainsight

I can’t figure out why these numbers aren’t matching up in our Dashboard. 

Thanks,

Forrest

Hi Scott, 

There is a rule setup that is supposed to set status to implementing for new clients. We recently had a churned customer come back on to our system but they are still showing as churned even though their information is showing correctly in SFDC. The rule that was originally used to fix this is not working this time. I need help getting this rule to run correctly again. 

Thanks!

Jack

Quick note here for @AgassiTran -- there’s a product request for CustInfo token support here at the below link - feel free to add your vote to it!