US Admin Office Hours (Thursday session) - 11/16/23 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

Hi Scott,

For CSAT Survey/JO Emails, I’m interested in confirming that the default Reminder email will not be sent if the contact responds before the conditional wait period is up. I’m hoping to not build out the survey responded yes/no functionality unless it’s required.

Hi Scott,

I’m still having an issue getting the API to work for Timeline Activities. Is says it is successful but the response say No Records Aborting. I basically copied what was in the documentation to try and get it to work but to no avail.

Below is the the payload, Response and Request results.

Payload

{
    "requests": [
       {
"records": [
{
    "ContextName": "Company",
    "TypeName": "Meeting",
    "ExternalId": "XXf0383a1e404d7ba52361bb7370d7de",
    "Subject": "External API demo 1",
    "Notes": "notes for the activity",
    "Author": "shebert@finthrive.com",
    "companyName": "{{CustomerName}}"
    
}
],
"lookups": {

"AuthorId": {
"fields": {
"Author": "Email"
},
"lookupField": "Gsid",
"objectName": "GsUser",
"multiMatchOption": "FIRSTMATCH",
"onNoMatch": "ERROR"
},

"GsCompanyId": {
"fields": {
"companyName": "Name"
},
"lookupField": "Gsid",
"objectName": "Company",
"multiMatchOption": "FIRSTMATCH",
"onNoMatch": "ERROR"
},

"InternalAttendees": {
"fields": {
"internalAttendees": "Email"
},
"lookupField": "Gsid",
"objectName": "GsUser",
"multiMatchOption": "MARKASERROR"
}
}
}
    ]
}

Responses
[
  {
    "rawData": "{""result"":false,""data"":{""failures"":null,""successes"":null},""message"":""No records. Aborting!"",""errorCode"":""GS_TL_10_0101"",""requestId"":""226c781d-5ca8-4545-b42d-6cd089de3066""}",
    "httpStatus": 200,
    "headers": {
      "Transfer-Encoding": "chunked",
      "x-ratelimit-limit": "10000;window=60;comment=""fixed window"";policy=""AG_EXTERNAL_AUTH_FILTERS_RATE_LIMIT_ENABLED"",500000;window=86400;comment=""fixed window"";policy=""AG_EXTERNAL_AUTH_FILTERS_RATE_LIMIT_ENABLED""",
      "X-Request-ID": "226c781d-5ca8-4545-b42d-6cd089de3066",
      "vary": "accept-encoding",
      "X-Content-Type-Options": "nosniff",
      "Connection": "keep-alive",
      "authtoken": "eyJlbmMiOiJBMTI4R0NNIiwiYWxnIjoiZGlyIn0..NKrWovuDYT1zyxj1.hbUsPNIq1kKY-SyinavX2ZGncrVwtkV9nxxHjQXcL48tdZzwwSgFdgxlHao8sRoxU17rkXaH0iNu0V5nQ0GgOMqMdJIzNvaRbKy2IoqQDziIhaxhsBYBkc6Jyww-H0GUqbu6akylfBZ0H86GfHUnJgqWLkGVQgMKSCU3YuuIjzA_-Y7ELozX6_LWiIC6GPkjIaT9jK97RGmePeaYZ8Hars6hye_6q0WP5J40zSU7i9eJpxGOqc10qWN_Qzj77ZzjvRtSuavXoB_gsmWyG4UhEtf9YykXWpA3fehi3RHL3O45BBWCyQOMI9UNB-EUaQj9WRGPi2ndKZDCJD9tZnJXZ34ArF5wbd4R9oeGS8ghDqW5iYVTVXpm_p9ANUl8b53REMPkzRQouBqLZCdSdcglCfhuYxCr-99Ko4QLaA6RPNdjMCyXpvnWOfn7bhE4JGnx18OUKaPLdNtmTT8INy_RFgXwVGp1ZPUagbYDOBHUOJUBrzr53dydGGv61sicp8DZ74FfhWwJmZjX5lPtRoW2O6Xd_58SJEKRBt1sHmtzthjsu-Uj4GYW71H266sNU9i_0MWippux6pMp-rKUQWZ8J-rSX0rClnCN3SzRXxkm0met9ym0HD4_HtUoh2N1gNjZZpmBJe7C7W14Q35uU2c8I0UULoUGUmODM0QZIWvd8BB6STtp6jRLea8Bk50PKWT2A9JNed1EXWriJIex54E2-tEwMSDGBhLF6iZaUZvLjlXCqx48DW-emEeYi7DqbyoTRf4CLJAVBYNn48obEEpLq-Jn0gb3HDLd4a9UzR8BHVXW1TzQrELKTEJgkjbyNIOF0YXyS1rEbz24Kbaxykv_7m6pXokEo2Ifkz2c4v0q65Erz1kQx5_rAT_vWv53D7qdHH6q19WH8YjzeoJiCYf1ZXFZVLV6qrcdaK1hibQnWykiU1hetqOk5rnH5bqTzwKdHJ1Hyw0nZVgLXOaKbXUEoKYxGOU7YoAO-I0U1FPbHiO7pJjtwlluxaAQ78_VaVfMja08fLEfLtzmJLl0uCE3Wbl03BbNYemRFeQShL2xp7XXo9ka3925IcOU7AjyUNA-gDFsUo_5y5Z728q0WGi0HN2EO9ddjU_7OuHKHe4Ho-eT9wFwJqx5-D5qEGIoAelzNjvshq1Slz6rrDktS0FRtTfRj8eewFMowwESHc0ezPo6oHeKtf89a9uAk1dQnA4dG2wFZn3T50zret_T4JMC6XiabGa0_d1Vz2FfH_oy9GNEPf7er8UJ3SWPtaeRiyjmL1y_M1laBYCdBi4s07E8OJh3ukVd02PGXzSdTDBFjYljUIwUAQVWpl_BCOiTY1OAqz_5aFav4DQR55dFLv5riNHTq04rZPJGcKWnqAUszVjvg39vhVEQAl4DkGz_3vH5BiMkr01hRk1VJ46LLOWhNmwX_5W8-9CA-OY9YRtKG7-MNOeirfHxelNzj0YVmapdD3wayUrukZ60wqMpGjGhO642TUOBwN-x9awQHQvAmpWGsPFGofkQEqIo93P_pHrMzKJpiwcqO0UMCS_USt6Me_pEqjUTJE_cw9DtGpUDNSb9dOXsABNXTLpI9wHuXvvjhHL3KzukCuTb4SjtoV3EylfzdK5Jvs_9SuSO1zvJ2nEwF0Z-9qLwOv4nvFP7JTTmE0f1mJ3woUOUs_QmvYsFxE38rrFBLxJ-fiIiDrpQxPqNN08hIsUP7t0WiSlxB0u62HFhb3WjKXnUxH3sWEa4nB4tSC7UhLNtw2M3l-VzIe3dZy5L7xr2hZnu3whMTJaUr8Zdq5GOnTbwUIhJszw_FiFdszFBP2hcM5jAs2ESWQgCmupWY2D9k6fAXOOWbOxjATLxGZeEnMakaueEZ_t8_3YgU9RW-dTtxcNQ_RTq3xlhVGugrIvlHeDBDz4VwFtOs4O-g1dvR3Uw0PmcbWASvJNImL3e0mZknjyogY-dQb5ej3_pIr6EyAFQi65NjSExlzHtsyPIBq_ZZFsss50Yv-m7nvEPwW2vFu0e9VsITdqBIE8gZQn08hWxz8wX793I-YRx80GY-tb1X9WFvd7LQ1QeFaltA9ltUzUQkP-1RyZm_OWfk3EKTMHknw3F1wK98hGa-MC5j_0p6CWzB0Z9mN8m3zFhRSHDCAiRcKYCIcevVgh5X2sTQhrlUW6ZYNSWujWg2IJmEPtqRtNm3lgjh7ys1E_u-F3MfaERlUf4VNy5jl4tlEfy1IUdNlmjYp4BNVbBEII4Qi5QsphXVRdtSNoS4MY25xxMiShS5mqBfkT0Rcvi29q0eT-zU34_fgMu1E_MfJ_fVPAbTuA2ni5YAYNT5aTka_BQ2Nx03rR1wB1s34cKt4sTaIqCJCIKRfaMJmHwJFvF0hWh5PoZvOweHmn1tbE.wI1UhEVW-grlJChUxZ-_ZA",
      "Pragma": "no-cache",
      "P3P": "CP=Gainsight does not have a P3P policy.",
      "Date": "Thu, 16 Nov 2023 15:15:25 GMT",
      "antAuthenticated": "true",
      "Strict-Transport-Security": "max-age=31536000; includeSubdomains;",
      "Access-Control-Expose-Headers": "authToken, contextAccountId, authtoken, contextaccountid",
      "Cache-Control": "no-cache, no-store, max-age=0, must-revalidate",
      "X-GS-Request-Id": "226c781d-5ca8-4545-b42d-6cd089de3066",
      "Expires": "0",
      "X-XSS-Protection": "1; mode=block",
      "Content-Type": "application/json;charset=UTF-8"
    }
  }
]

Request
{
  "configId": "1aa8536f-4c1e-4bae-84e8-5192d81fdb82",
  "data": [
    {
      "CustomerName": "Abbeville General Hospital"
    }
  ],
  "params": {
    "configId": "1aa8536f-4c1e-4bae-84e8-5192d81fdb82",
    "connectionId": "4827d9ee-7e8c-42ee-bf35-90f9e66669a0",
    "url": "https://sb-nthrive-sb91.gainsightcloud.com/v1/ant/es/activity",
    "fieldInfo": [
      {
        "fieldName": "CustomerName",
        "fieldAlias": "CustomerName",
        "field": "CustomerName",
        "type": "BASE_FIELD",
        "label": "CustomerName",
        "dataType": "STRING",
        "objectId": "t4",
        "objectName": "Merge",
        "properties": {
          "autoSuggestDetails": {
            "object": "company",
            "searchOn": [
              "Name",
              "Gsid"
            ],
            "dataStore": "HAPOSTGRES",
            "columnsToList": [
              "Name"
            ],
            "connectionType": "MDA",
            "connectionId": "MDA"
          },
          "sourceType": "STRING",
          "SEARCH_CONTROLLER": "AUTO_SUGGEST"
        },
        "name": "CustomerName",
        "entity": "Merge"
      }
    ],
    "areaName": "callExternalAPI",
    "isHorizonRule": true,
    "ruleId": "af501238-0a73-42a6-9a36-5a31d72f1e1a",
    "actionId": "efeea88c-6091-4e04-8f28-bbbf72833be8",
    "testAction": false,
    "consumerId": "af501238-0a73-42a6-9a36-5a31d72f1e1a",
    "consumerName": "Test Timeline API",
    "consumerType": "RULES"
  }
}

Hi Scott, here are my items for today:

1. Having issues with getting the “Load to Account Scorecard History” action to work in a Horizon rule
2. Going back to Tuesday’s issue, i.e. after importing net new companies, the company scorecard fact table is not updated, resulting in the rules action “Set Score 2.0” not updating anything. Does the “scorecard resolver” play any role in all this?
3. Playbooks referenced by “inactive” rules cannot be disabled?

Need help building a Horizontal Rule based on our Objective. 

Hi Scott -- hoping for some guidance on how to best handle an overhaul that’s happening to a key field in Salesforce that we leverage throughout Gainsight. I’ll be better able to explain live :)

Thanks!

Ryan

Hello,
Need help grasping date logic for CTA in Rules.
Thanks!

Hello @Sean_Hebert -- quick question -- where are the timeline entries ultimately going to come from for this Rule?  In other words, what’s the data source?  I can’t remember offhand, and since you’ve been setting up for a test case, that might be one of the problems you are running into . . .

Short version -- will there be a DateTime field in your source data that you will be using as the Activity Date? 

Hi @sdrostgainsightcom , the data will eventually come from a CSV file. There will be a date perhaps a datetime. If it needs to be datetime I can definitely make sure it is. I can generate a test file with a record using datetime and test it out. I know it can be fickle with datatype, I would think a date to datetime would just default to midnight when there is no time.

Thanks