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Hello everyone!

This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, January 19, 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 19, 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

Hi Spencer, I hope all is well! I need your help scheduling a dashboard to be sent via JO. 

 

Hi Spencer,

I am unable to make the live session but I wanted your help with the following:

  • In C360 we have an Advocacy section with a date field of “Date of Last Customer Advocacy Engagement” - we want to auto-populate this field with the date of the last Customer Advocacy timeline activity type logged for the account. For example, if Account X logged a ‘Customer Advocacy’ activity type on timeline on 1/18/21, we want that date to funnel into the Date of Last Customer Advocacy Engagement field in the C360 section. How can I achieve this?

Hi Spencer,


I am having a bit of trouble embedding a URL page into the C360. This is coming from Tableau. Wondering if you can help me out to see if I am doing anything wrong. The page does show up on the SFDC visual force page.

Hi Spencer, I hope all is well! I need your help scheduling a dashboard to be sent via JO. 

 

Happy to help. Meanwhile, this might be a good post to review: 

 

Hi Spencer,

I am unable to make the live session but I wanted your help with the following:

  • In C360 we have an Advocacy section with a date field of “Date of Last Customer Advocacy Engagement” - we want to auto-populate this field with the date of the last Customer Advocacy timeline activity type logged for the account. For example, if Account X logged a ‘Customer Advocacy’ activity type on timeline on 1/18/21, we want that date to funnel into the Date of Last Customer Advocacy Engagement field in the C360 section. How can I achieve this?

Hi Michelle - 

 

We ended a little early, so sorry if we missed you. You’ll want to query the MAX date of activity for every account from the Activity Timeline object and then load that date for every account to your object, with Account ID as your upsert identifier. Let me know if that helps @michelleb 

@spencer_engel  the field lives on the company object - can you load to a field within an object?

@spencer_engel  the field lives on the company object - can you load to a field within an object?

Yes, you’ll use the action “Load to Company” in the Rules Engine

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