US Admin Office Hours (Tuesday session) - 7/21/20 1 p.m. PST - Pre-session Thread

Hi Spencer! Hope you had a great weekend. We are rolling out a new version of our scorecards. I have gathered all of the new criteria - it’s a pretty big, complex set of changes. I’m curious if you have any suggestions or best practices to share when it comes to overhauling scorecards. Specifically we are adding new segments and measures, different for each for each product line with many exceptions. Appreciate any guidance you have here on the best approach, thanks!

Hi Spencer,

1. Looking into seeing how customizable UI Views are. Looks like we can only add certain fields on certain objects. Looking to add fields from custom objects to the UI Views
2. Looking to map a custom object into Gainsight; however, not sure if I should use the connector or rule to load the respective fields (SFDC to GS)

Hi,

I have a rule that runs every 2 hours. It’s checking the SFDC Opportunity data that was modified today and making a change to Scorecard. Is there a way to have the rule only find Opportunities that were modified since the last rule run?

Stacked Reporting

Hi Spencer,  

I am trying to set up a Success Template and I’m having trouble with the formatting.  Upon export I am seeing bullet points in my free text field and I don’t know how to get rid of them.  The font is also incorrect.  Can you help me fix my template?

I am trying to join, however it just says I am in the meeting alone

@Ricardogs18 You’re an hour early :) We start at 1 p.m. PT/3 p.m. CT

Guess I am being over zealous! I am an idiot!

Need help with rule results

Thanks!

looking to create a report tracking NPS scores over time.  thank you.