I'd love to talk about bringing NPS in via rule. I'm on the struggle bus. I used documentation that says to load to company, then person,  then survey. But I'm a little confused about the loading to company and person. Like, what am I mapping it to?

But I'll only be on the 2nd half of the call! 

Hi Scott,

We recently released a new company and relationship level scorecards (Default). A request has come in to create a secondary company scorecard that would just be used for comparison to the Default scorecard. I’ve created the scorecard and updated the rules and can see the object scorecard fact. The rules run and the default scorecard is updated but the secondary scores are not calculating and posting to the new scorecard fact object. Am I wrong that you can’t have multiple scorecards but only 1 default?

Thanks

Hi Scott. I’m trying to set up a rule that loads Persons created in Gainsight NXT to the SFDC Contact object and I’m not sure how to create the right mapping between Company and SFDC Account in the load rule action so as to create the contact on the matching Account from GS Company. Would appreciate your guidance on that topic!

Hi Scott! I’d like to review the scorecard configuration changes I made since we spoke last week. If time permits, I would also like to look at how to trigger a CTA based off a Timeline field selection.

Thanks! Melissa

Hey Scott - Need help piping in data from a SFDC UAT object for CSM testing. I set up the connection in connectors but I do not see the object in reports so I’m wondering if this is a permissions issue.

I’m writing a rule to pull Events from a customer SFDC object and write to Gainsight Timeline. For some reason the action is returning multiple lines for each event instead of just one.