US Admin Office Hours (Tuesday session) - 09/06/22 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

Hi Scott! I would like for you to review the health score transform I set up from our call last Thursday. 

Thanks! Melissa

Hi Scott! I have some follow up NPS questions as we are looking to jump into our last wave of surveys to launch. 

Is there a way to categorize Calls and Meetings? Add labels to Meetings? We are looking to find a way to see quantify how much proactive versus reactive communication a CSL has with their book of business. 

Since you can’t add formula fields to reports on SFDC objects, is there a good way to roll up durations that are stored in hours to days? We have several reports we want to do on case resolution time in days, and I know how to change the units in Salesforce, but not in Gainsight. 

Hey Scott - I need help using the Data Designer Pivot function. I would like to display the Snapshot scores from my Relationship scorecard underneath their corresponding snapshot date. Don’t know if I can use it this way but that would help tremendously in displaying the historical score data.

Also, I need that info on field tracking today if possible.

Best,

Alex

Hi Scott,

I’ve created a Product Subscriptions object to capture subscriptions in SFDC CPQ since customers can have multiple contracts and multiple subscriptions simultaneously.

Where I’m stuck is how best to tie the Subscriptions data to the Company, so I can set up the rule action and pull the data in.

From there, I’d like to pull a Product Subscriptions tab into C360 (not sure if I can add a lookup for that since it won’t be in the Company object).

If there’s time, our CSMs update a manual health sentiment field on a weekly cadence and we would like to see the WoW/MoM trends on that specific field. I think a snapshot rule needs to be set up to log that but could use a refresher there :)

Thank you!

Hi Scott,

I have a GS only field on the company record that is a concatenation of 2 SF account fields.   I have found the only rule that field is associated with using the Analyzer, but I don’t understand where in the rule the concatenation is happening and then populating the field in the MDA.   

Thanks,

Rhonda

Hi Scott,

 We are in need of creating a non-anonymous survey for internal users. Creating a simple program where the Type = User doesn’t allow us to use a Survey email template and creating an advanced program doesn’t display survey options when the Type = User. Please advise.

TY Scott:) Will get started on this.

@sdrostgainsightcom would I use high volume or low as the object type for the Field Tracking object?