US Admin Office Hours (Thursday session) - 12/22/22 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

Hi Scott, 

My Real Time rule is giving me grief as you can see from the support history.  I think the combination of a real-time rule and a real time sync on the same field is causing us to blow past our events limit in SFDC.

Rule: https://loopio.lightning.force.com/one/one.app#eyJjb21wb25lbnREZWYiOiJvbmU6YWxvaGFQYWdlIiwiYXR0cmlidXRlcyI6eyJhZGRyZXNzIjoiL2FwZXgvSkJDWE1fX1JlYWxUaW1lUnVsZXMifSwic3RhdGUiOnt9fQ%3D%3D

Support Ticket: https://gainsight.zendesk.com/hc/en-us/requests/207365

Here is what I'm trying to accomplish....

• Monitor changes in Field X,  if Field Y is null 
• When Field X changes and Field Y is null, update Field Y with the date 
• When Field Y is populated with the date is will now be excluded from rule 
• See my only Real Time rule for details 

Do you think we could build a rule to achieve the same thing using Bionic rules since the real time rule isn’t working?

Thanks, 

Todd

Hi Scott, 

I need some help looking into my rule’s execution results.  

Hi Scott,

I have implemented a Success Snapshot and some of the tables intermittently show a “Data Unavailable” message. The message originally appeared on SFDC tables but seemed to magically render after awhile however, I am still having the issue with Gainsight MDA objects. 

Hey Scott - I was wondering if there is a way to map Success Plan fields to certain objectives.

Also, can we auto reassign auto CTAs when a CSM changes on an account?

Hi Scott,

I'm trying to troubleshoot the utilization metrics data being pulled into a program linked from a few rules.

Hi Scott, will there be a session this afternoon?

Hi @angela_domenichelli !  Just got back into town this morning so a little late getting the new thread posted, but it is now up:

• US Admin Office Hours (Tuesday session) - 01/03/23 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

Happy New Year and see you soon!

Scott