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Hello everyone!

Hope those of you in the US enjoyed the long weekend and/or day off on Tuesday!  

This thread is for today’s Thursday Admin Office Hours session, Thursday, July 6, 2023 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, July 6, 2023 at 11am PT / 12pm MT / 1pm CT / 2pm ET

 

Join Zoom Meeting

https://gainsight.zoom.us/j/98240490183?pwd=NUsxRUplVjFOdDRKQ1BJV0NSMTJXQT09

 

Meeting ID: 982 4049 0183

Passcode: 966630

 

For dial-in info by your location, find your local number: 

 https://gainsight.zoom.us/u/adeoYGd3BA

Hi Scott,

I have a question on Timeline activities that sync over from SF.  In SF the task has a Status field which allows for a task to have different stages such as In Progress.  Can that field be brought into GS and then updated on either side?

Thanks,

Rhonda

Seeing if there is a way to link an object to a CTA after it has already been created.  

Can fields in an object other than Company be displayed and edited via a tab in C360?

For example, if I wanted a specific success plan’s fields to be more easily accessible and editable, could I present the fields from a single success plan in a C360 tab and also make them editable in the same tab?

Hey there @Chris Mudd -- I assume you mean in bulk via API or Rules -- unfortunately, no, but if this is a one-off backwards patch for associations you want to make, you can probably create a CSV for Data Ops to load to the Activity Associated Records object.

Not 100% confident on that, but should be able to do it for a one-off.

Hi Scott, adding this late but if we have time would love some help mapping fields for a CSV upload for NPS Surveying. Thanks!

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