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Hello everyone!

 

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, August 11, 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, August 11, 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 simple rule to clear a checkbox on the company person record that works when I test it but not when I run it manually.  I’d don’t understand the load to person action very well, so could use some help determining what I did wrong and better understanding the action.  

I also have 2 rules that are updating fields on the Company person and Relationship person that are having lots of failures.  The failure reason is Duplicate Record.  The execution history show the failures started at about the same time in July.  I’d like some help troubleshooting these rules.  

Thanks,

Rhonda

Hi Scott, 

I have a follow up question regarding the rule that we looked at last time, trying to find a way merge everything we did with the relationship object.  

Hi Scott - Is it possible to create a Rule to identify when an upcoming Strategic Alignment Session will be triggered by the Rules I have already created? The use case is to have a widget on a Dashboard to alert CX leadership on how many SAS will be due in the next 30 days.

Another item - Best practice for adding a global filter to a Dashboard when there are multiple objects on the reports/widgets.

Thanks! Melissa

Hi Scott! Launched the NPS and it’s going well so far! Thanks again for all of the guidance. 

 

I wanted to see if we could walk through how best to give sharing access to CSL’s to review the scores for their customers surveys. 

Hi Scott,

I’m trying to pull quotes from SFDC CPQ into a Custom Object (Quotes) and I’m getting stuck with mapping the quotes to the Company.

Thank you!

Could you help me understand how to tie NPS to the account? 

Info on importing CSAT from APO to Gainsight and showing impact on NPS in the account

Hi Scott, 

In people maps, it would be very helpful to be able to only add active customer contacts from the list in the People Map drag and drop section. Is there a way for Admin to manage the displayed contacts from the Company Person object without deleting them in the source? Like, getting only active customer contacts to show. 

Thank you in advance!

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