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Hello everyone!

 

This thread is for our upcoming Thursday Admin Office Hours session today, Thursday, September 28, 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, September 28, 2023 at 11am PT / 12pm MT / 1pm CT / 2pm ET

 

Join Zoom Meeting

https://gainsight.zoom.us/j/97447611504?pwd=bFhIN3JiaS9GWld1c29oc1g3UElSUT09

 

Meeting ID: 974 4761 1504

Passcode: 265336

 

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

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

Hi Scott -- I’m hoping to do a brief brainstorm with you on showing a company’s products as a field on the Company object. We currently use the Relationship object for the Products a customer has, however, most of our reporting for accounts is built at the Company level/object. As of today we are concatenating Product (relationship) names and writing those to a field on the Company object, however, I believe concatenating has a limit of stringing 10 items together. Any ideas how we can manage this as our product suite has grown past 10 at this point? Curious if you’ve seen/heard of how others might handle this type of scenario. Thanks!


For testing purposes, JO programs and such, what is best practice process to update standard objects such as Company and Company person to trigger Segments and Rules?

 

TGIOH


Still need help with a Rule not operating right 


Building a report off of sentiment timeline activity and using last activity date. Drilling in it is not always picking up our last activity date. 


Hey Scott - Curious how I could possibly get around the case limitation for a calculated field.


Hi! I was hoping to get some help with creating segments (SMB/Enterprise) with existing objects using Data Designer. Thank you!


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