US Admin Office Hours (Tuesday session) - 9/29/20 - 1pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

I need help configuring 2 reports featuring our scorecard data. The first report we want all of our customers in a column with their overall score (Red, yellow, green) in the next column. Then we want our 4 measures in more of a pivot table style in the last 4 columns showing their unique scores per measure. 

The second report is more of a trending report where we break it down by different months. Then we will show the total number of accounts with a red, yellow, green healthscore per month as well as the total number of accounts getting a red yellow or green in each category measure.

I probably won’t be able to join until 4:30, but I have some questions on surveys. Thanks!

@mkizershot I’m wondering if this tutorial might help: 

Definitely still come to office hours tomorrow if you have any questions at all but wanted to at least pass this along in the interim. 

I need assistance in getting CTA’s to sync to SFDC. We have two-way sync with our SFDC Lightning. The timeline entries are syncing to SFDC as tasks.  When I create a CTA or close a CTA, it does not sync to SFDC. 

Hi Spencer, 
We are working on ways to improve our survey response rates. I came accross this doc and am wondering if this is something we should do for our org and if there’s way to tell if we are already whitelabeling. https://support.gainsight.com/SFDC_Edition/Getting_Started_for_End_Users/Voice_of_the_Customer/Admin_Guides/Email_Service_Configuration_(Whitelabeling)

Hello,

Hoping to get help with automating the creation of a CTA with a playbook based upon an assigned CSM. So when a new account is created, with a specific CSM, we want a CTA created and associated with that account. 

Hey Spencer, 

Running into issues with Gainsight Dashboards, especially with reports. It has been working fine, but then I am hit with this error recently. Don’t know if this is a common error note, but wondering if you knew?

So basically the report applies a current user identifier when the report is viewed on the dashboard. All of the other reports works fine except “Activity Timeline”.

The error message appears as 

Status: false

Message: Error occurred while fetching data

Details

{ "result": false, "errorCode": "GS_15000", "errorDesc": "Error occurred while fetching data", "requestId": "f8c35158-2f6b-4c2f-bbd8-dfbb8e8f5f58"}

Do you know what this error might mean? Is it related to the outrage that occurring in Gainsight on Sep 24th?

Hi Spencer,

Some questions on people maps

1.) We want some information on people maps detailed view to be di-directional to SF. can this be accomplished by a rule? 

2.) The last activity for a person in a people map, is that ‘any’ activity on timeline. For instance an email activity type would could? Or can this be isolated to ‘call’ and ‘meeting’ type. We want to show last activity as a meeting or call only, as emails are frequent on timeline and not representative of a true high level of engagement with stakeholders. 

@AgassiTran@spencer_engel 

We reported this issue to Gainsight Support yesterday.  The exact same thing is happening in our org.  Since it’s a break/fix item you may want to file a support ticket as well so they know it’s happening for at least 2 customers.

@spencer_engel   Our Journey Orchestrator jobs are taking all day to go from their Scheduled Start Times in the morning to kicking off and then completing.  The general behavior is they start at the scheduled time and then remain in ‘Synching Participants’ status all day long.  

We’re looking for suggestions on how to figure out why this is happening and how to correct it.  The affected JOs use Query Builder. 

Thx.

JJ