Hi Scott,

I have updated our Quarterly Performance Survey to include a N/A value option with our 0-10 rating that we use to convert the results into a Health Scorecard for the associated measures, and would appreciate some guidance on how best to exclude those N/A results from the scoring calculated in the rule so we don’t skew the average of the numerical results.  

Hello Scott, 

I have a question regarding one time JO Programs, do we keep them active or we can pause them? What is the best practice? Also what could be impacted if we just Stop them? 

Hey Scott,

Have some questions about a rule I’m building to trigger a CTA when a new ‘account owner’ is assigned in SFDC. Thanks

Our rules engine is calling an external action API that feeds into JO.

How can we write the program in JO based on different types of products in opportunity?

Hey Scott - Just need to go over the CTA Owner Update Rule.

Trying to build a report on Success Plans.  We have a couple of Date fields (Desired Launch Date and Actual Launch Date).  I am trying to build a report that will show only results for when the Actual is greater/later than the Desired.  Is this possible?

Hi Scott,

I’m trying to figure out the best way to handle broker contacts and their relationships to the companies they represent. I’d love some help figuring out the best way to leverage Gainsight’s person model to manage broker/agency contacts in my GS instance. 

One problem I’m encountering is when CSMs log emails to Timeline, the broker contact is associated with many accounts and the Timeline Activity rarely maps to the correct account.

My company leverages a custom “Partner Contact” object in SFDC. Wondering how you or other GS customers you’ve worked with have configured this. I’m thinking I would create records in the Person object, and then map via Company Person to the companies they represent.

Thank you,

Wyatt