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Hello everyone!

 

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, May 19, 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, May 19, 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

 

Dial by your location

        +1 312 626 6799 US (Chicago)

        +1 646 876 9923 US (New York)

        +1 301 715 8592 US (Germantown)

        +1 346 248 7799 US (Houston)

        +1 669 900 6833 US (San Jose)

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        888 475 4499 US Toll-free

        877 853 5257 US Toll-free

 

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

Hey Scott,

Have a quick question in regards to real time rules, trying to figure out an issue on my end. See you tomorrow, thanks!


Looking for a way to share external attendees across accounts without using relationships - can we/I open up the search for CSMs when they are adding attendees to TL entries. ??


Hi Scott, 

I’m looking to report on the average number of meetings a CSM has per Customer Tier per month and quarter. We discussed that this isn’t possible directly through report builder and we’ll need to use data designer. 


Hi Scott, 

 

I am aiming to pass data from Gainsight to SFDC. I know Connectors allow us to pull data from SFDC into Gainsight, but we have not used them to pull data from Gainsight into SFDC. The field we are aiming to pass is the CSM of the Sales Enablement assigned to a relationship. End goal is to update a sfdc based contact report.

 

Thanks, 

Jack


hi Scott,

 

I have created a rule that I would like to create a CTA based of timeline activity by success tiers. Currently not working as expected. Can we take a look

 

Thanks


HI @johnnyriv -- looks like you are on the Tuesday office hours session?


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