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Hello everyone!

This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, January 12, 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, January 12, at 1pm PT / 2pm MT / 3pm CT / 4pm ET

 

Join Zoom Meeting:    Click here to join

Meeting ID: 939 7249 7920

Passcode: F7msaSQ3

 

Dial-in Numbers:

        877 853 5257 US Toll-free

        888 475 4499 US Toll-free

        000 800 040 1530 India Toll-free

        000 800 050 5050 India Toll-free

        855 703 8985 Canada Toll-free

 

Find your local number: https://gainsight.zoom.us/u/acvxgAlEJZ

Hey @spencer_engel! Happy New Year!  I hope you are doing well.

I need help with data designer/rule parameters. I want to fire a QBR CTA once every 90 days for Strategic Accounts and Enterprise Accounts that have NOT logged a ‘business review’ timeline activity within the last 90 days. How can I go about achieving this?

Thank you!

Michelle

Hello again!

Another question for you - 

I want to fire a ‘budget planning’ CTA on the first of the month preceding an account’s noted budget planning month. We have the budget planning month as a picklist dropdown on the company object. How can I set a rule to achieve this? Does a picklist work or do I need to change it out to be a date field? For example, we want the CTA to fire on Feb 1 if the budget planning month is selected March.

 

Thanks,

Michelle

Hello @spencer_engel,
 

When I build a report within Gainsight and I pull in the CTA->Relationship->Name,  it produces the R360 Link, however, when I try to recreate the same report using a Data Designer data space the link is not produced. I know I need to access the Salesforce Side and the Gainsight side with the Data Designer but I have tried and am still not having any luck. 

Thanks,

Mike 

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