US Admin Office Hours (Thursday session) - 02/02/23 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Threa

Hi Scott,

I have 2 what I think are quick questions.

1. My org is renaming the relationships in Salesforce, the rules used to load the relationships uses the Name as an identifier. If I do nothing it will create all new and essentially duplicate records. I wrote a rule to update the Name on the existing Relationship record so that the existing rules will just update instead of inserting. Is this the best approach?
2. I created a data designer job that is pulling in the correct data, but I want it to turn it into trending data. Should I replace the Data Designer and create a new object and a rule to populate the object? Or is there a better way?

Thanks,

Sean

Hi Scott, 

Wanted to take a look at a rule, confirming that the logic of it will work as I think it will. 

Hi Scott,

I am trying to create a Rule to copy the Gainsight Field, “Account Go Live Date” from the Account Go Live Date Object and add it as a field within the Revenue Object

The new field, Account Go Live Date, from the Revenue Object will be used within Reports etc.

Source Object:  a few fields within Accounts Go Live Date:

• Account Name
• Aggregate Account Go Live Date
• Aggregate Account ID
• Aggregate OCS Office ID

Source Object: a few fields within Revenue:

• Aggregate Go Live Date (just added this field this Object since this is the field I am trying to populate - not sure if this was correct)
• Aggregate OCSClient (equivalent to Aggregate OCS Office ID above)
• Invoice Date
• Revenue 

Created Rule: Admin Step 6: Pro Update Aggregate Account Go Live Date in Revenue Object

Rule Setup:

• Fetch from Revenue
• Fetch from Aggregate Go Live Date from Acct Go Live Date
• Merge Aggregate Go Live Date to Revenue Object

Rule Action:

• Load to Gainsight Object: Revenue
• Operation: Update
• Identifiers - Aggregate OCSClient and GSID

Thank you,

Di Hastings - Availity

Hey Scott - Need help with another rule to auto close old CTAs.

Also, wondering if it’s possible to configure Gainsight Sally to only show relevant data.

Hi Scott.

Can you manually change a person’s Email Opt Out from false to true?