Reposting from last week, as I wasn’t able to attend office hours then!
Hi Spencer - I’m trying to figure out the best way to calculate a health score that is inclusive of data from the child accounts. I am currently only pulling in the data that is associated to the relevant account. I feel like I’m missing something small to get what I need across the finish line! Let me know if this is a good time to address.
Looking for some help on figuring out a way to aggregate some values in a data set in rules engine. I have a data set that has multiple lines that can be aggregated by a shared ID, but I need to take a boolean value present on each unique line item and “count” the true values and if its 0, set it to false for all of them in aggregate, and if its anything else set it to true before passing it to the next stage of the rule.
Hello @ryanm -- found the documentation on Resolution Key Configuration for Persons - will be a good starting place for you as you consider switching over, which (without having been in your org) sounds like it might be a recommended path forward.
One of the main things to consider if changing over to SFDC Contact ID as your Person key:
If you have an SFDC instance where contacts on customers are constantly getting merged into other contacts, or being reparented from one Account to another, dealing with the consequences in Gainsight Persons model is no fun.
However, most orgs that use Account Contact Relationship regularly are doing so because they have stabilized their Contact objects, so moving to the Contact ID as the Resolution Key is relatively clean.
Jump onto Thursday office hrs session if you have questions after reviewing - and also, if you’ve had a chance to create a Persons/CompanyPersons rule for Account Contact Rels as the source, we can look at that.
Good luck! -- Scott
