Skip to main content

Hello everyone! This thread is for our Tuesday Admin Office Hours session, which will be held Tuesday, March 24, 2020. Submit your questions below as replies to this post, and we'll address them during our session at 1pm PT / 2pm MT / 3pm CT / 4pm ET.

Please note we are using a new conference line. Details are below. There is no need to register for the sessions. If you have a question, please post below or join the meeting. I will go in order of posts below or joining the session. Thanks!

Conference Details (Zoom): 

 

Join Zoom Meeting
https://gainsight.zoom.us/j/860483241

Meeting ID: 860 483 241

One tap mobile
+16468769923,,860483241# US (New York)
+13126266799,,860483241# US (Chicago)

Dial by your location
        +1 646 876 9923 US (New York)
        +1 312 626 6799 US (Chicago)
        +1 669 900 6833 US (San Jose)
        +1 253 215 8782 US
        +1 301 715 8592 US
        +1 346 248 7799 US (Houston)
        888 475 4499 US Toll-free
        877 853 5257 US Toll-free
        +91 80 71 279 440 India
        +91 22 48 798 004 India
        +91 224 879 8012 India
        +91 22 62 192 563 India
        +91 22 71 279 525 India
        000 800 050 5050 India Toll-free
        000 800 040 1530 India Toll-free
        +972 55 330 1762 Israel
        +972 3 978 6688 Israel
        1801 227 228 Israel Toll-free
        +44 208 080 6591 United Kingdom
        +44 208 080 6592 United Kingdom
        +44 330 088 5830 United Kingdom
        +44 131 460 1196 United Kingdom
        +44 203 481 5237 United Kingdom
        +44 203 481 5240 United Kingdom
        0 800 031 5717 United Kingdom Toll-free
        0 800 260 5801 United Kingdom Toll-free
        0 800 358 2817 United Kingdom Toll-free
        +1 778 907 2071 Canada
        +1 438 809 7799 Canada
        +1 587 328 1099 Canada
        +1 647 374 4685 Canada
        +1 647 558 0588 Canada
        855 703 8985 Canada Toll-free
Meeting ID: 860 483 241
Find your local number: https://gainsight.zoom.us/u/adYC5ows6F
 

HI @spencer_engel - I’m trying to create reports that show daily usage metrics we have in a custom object (data coming in from S3) in Gainsight as a line chart where one line shows data for this year and another line shows data from the same time last year, so we can see if / when our clients are dropping in usage across our entire client base. Is there a way to create fields in reports using the +formula field, or do I have to create fields on the custom object and write rules to dump the data into those fields from one year ago?

Hi Spencer, 

I’ve created an internal reminder email program in JO. I want to ask a survey question in the email body and need help with this. 

Hi Spencer - I’m looking for the best way to represent a dynamic GRR on a dashboard - basically, a calculated field that can be updated by filters.  I’ve designed a workaround solution, but I’d like to know if there are any better ways.

  1. How to report on count of 0 
  2. how to update CTA fields via csv

Question about Transformations

Hi Spencer - How can we ensure CTAs and related tasks are mapped accordingly to their Salesforce Accounts with propper assignments so Reps who work out of Salesforce can be in the loop. Looking forward to hearing your thoughts.

Reply


Terms & ConditionsCookie settings