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spencer_engel
spencer_engel
Expert ⭐️
October 22, 2019

US Admin Office Hours (Thursday session) - 10/24/19, 12 pm PST - Pre-session Thread - note time change

  • October 22, 2019
  • 12 replies
  • 220 views

Hello everyone! This thread is for our Thursday Admin Office Hours session, which will be held this coming Thursday, Oct. 24, 2019 at noon PT / 1pm MT / 2pm CT / 3pm ET. Please note this is one hour later than usual.

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 Thursday!

Conference Details (GoTo Meeting):

https://global.gotomeeting.com/join/493151677

You can also dial in using your phone.

United States: +1 (872) 240-3412

Access Code: 493-151-677

 

    12 replies

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    jade_ranja
    jade_ranja
    Contributor ⭐️⭐️
    October 28, 2019

    Hello,

    1 - I have created a rule to take the User ID name in SFDC and push it to Gainsight CSS or CSM field based on if the Team Role assigned in SFDC is Client Success Specialist or Client Success Manager but my two rules are failing.

     

    2 - I would like my Training CTA to fire only when the Onboarding CTA is closed success, I cannot find the field Status: Closed success to add as a filter in my rule and/or criteria in the action.

     

     

     

    Everything has been figured out and working, Thank you

    sdrostgainsightcom
    sdrostgainsightcom
    Gainsight Employee ⭐️⭐️⭐️
    October 29, 2019

    Hello @emily.mcinerney -- thanks for the patience on this - I’ll be able to circle back this afternoon and get some information to you!

    Scott

    Scott Drost, Gainsight -- Principal Customer Success Architect
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