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Hello everyone!

 

This thread is for our upcoming Thursday Admin Office Hours session — THE FINAL SESSION OF 2022! — on Thursday, December 22, 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, December 22, 2022 at 11am PT / 12pm MT / 1pm CT / 2pm ET

 

Join Zoom Meeting

https://gainsight.zoom.us/j/95165805521?pwd=c1k1SUZvTExZTFNVTDJEc3RpQzA1UT09

 

Meeting ID: 951 6580 5521

Passcode: 847345

 

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

https://gainsight.zoom.us/u/aeHxu8PlmL

Hi Scott, 

My Real Time rule is giving me grief as you can see from the support history.  I think the combination of a real-time rule and a real time sync on the same field is causing us to blow past our events limit in SFDC.

Rule: https://loopio.lightning.force.com/one/one.app#eyJjb21wb25lbnREZWYiOiJvbmU6YWxvaGFQYWdlIiwiYXR0cmlidXRlcyI6eyJhZGRyZXNzIjoiL2FwZXgvSkJDWE1fX1JlYWxUaW1lUnVsZXMifSwic3RhdGUiOnt9fQ%3D%3D

Support Ticket: https://gainsight.zendesk.com/hc/en-us/requests/207365

Here is what I'm trying to accomplish....

  • Monitor changes in Field X,  if Field Y is null 
  • When Field X changes and Field Y is null, update Field Y with the date 
  • When Field Y is populated with the date is will now be excluded from rule 
  • See my only Real Time rule for details 

Do you think we could build a rule to achieve the same thing using Bionic rules since the real time rule isn’t working?

 

Thanks, 

 

Todd

Hi Scott, 

I need some help looking into my rule’s execution results.  

Hi Scott,

 

I have implemented a Success Snapshot and some of the tables intermittently show a “Data Unavailable” message. The message originally appeared on SFDC tables but seemed to magically render after awhile however, I am still having the issue with Gainsight MDA objects. 

Hey Scott - I was wondering if there is a way to map Success Plan fields to certain objectives.

Also, can we auto reassign auto CTAs when a CSM changes on an account?

Hi Scott,

I'm trying to troubleshoot the utilization metrics data being pulled into a program linked from a few rules.

Hi Scott, will there be a session this afternoon?

Hi @angela_domenichelli !  Just got back into town this morning so a little late getting the new thread posted, but it is now up:

 

Happy New Year and see you soon!

 

Scott

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