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Hello everyone!

This thread is for today’s Tuesday Admin Office Hours session on Tuesday, July 6, 2021 at 1pm PT / 2pm MT / 3pm CT / 4pm 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):

Tuesday, July 6, 2021 at 1pm PT / 2pm MT / 3pm CT / 4pm ET


Join Zoom Meeting:

https://gainsight.zoom.us/j/93972497920?pwd=SGJPOFNzNUxCNVZYcHJrWnRjM2FoUT09

 

Meeting ID: 939 7249 7920

Password: F7msaSQ3

 

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

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

Hi Spencer,

 

I have a few questions around configuring integrating Salesforce activities with Gainsight. https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Integrate_Salesforce_Activities_in_Gainsight_Timeline

Hi Spencer, I was unable to make the session yesterday, but I did have a question about scheduling rules using Events. I’ve created a rule and setup Event Topics in Gainsight. However, when I go to schedule the rule using an Event, I don’t get the option to SAVE. Is there something I’m missing in the events config or something else that could be preventing me from saving the rule schedule criteria? Thanks!

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