Admin Training Corner Series - MDA

Looping in some of the experienced admin folks who could possibly share thoughts on Pt 3 & Pt 4 - 
@matthew_lind @gunjanm @heather_hansen @romain @pope1chase @zdsiegert 

#1 thing that’s been super helpful for me is using lookups to other objects.  For example, we do an S3 load via rules of product data into a custom object.  I’ve included a lookup field to Company which then lets me tap into any other fields on company that I might want to add into reporting/rules/JO, etc.

My input about creating MDA objects involves using Formulas inside fields. They are very powerful, and they are calculated in Real Time.

An example of a Field well-suited for a Formula is be Days to Renewal. If you have a field with the Renewal Date, you can add a Formula like the one pictured. Now you’ve got Days to Renewal, always current, with no Bionic Rule or data load needed.

Pro Tip: You can add Formulas inside fields in Custom objects (objects you create) and Standard objects (objects provided by Gainsight out-of-the-box, where you can add fields if necessary.)

@lisa.mirth Your post is very timely for me, as I just finished the Level 1 Data Management online course!

@matthew_lind In your example of using a formula in a Days to Renewal field, is Number the field’s data type? 

@lydiamellette Indeed, a Days to Renewal field has the Type of Number. And some good news for you: if you start constructing a Formula field, only those Formulas which align with the Field Type will appear. If you start building, and you just feel like the available formulas or calculations you really think you want aren’t there, your Field Type may be the culprit.

@matthew_lind  That is great news. Thank you.

Heather, thanks for sharing!  Lookups are so powerful in the MDA.  For anyone else looking for more information on Lookups aka Joins, here is a helpful doc.