US Admin Office Hours (Tuesday session) - 10/1/19 1 p.m. PST - Pre-session Thread

Hey Spencer,

I have a question around Journey Orchestrator and the ability to send automated emails with attached documents (report exports)

I want to be able to send a weekly overview of digital outreaches to the channel partner that is connected with that region. Ideally, I would want to attach a document (export of report) rather than embed the report as I think I will run into limitations.

Is this possible? Can I attach an excel with 1 tab (GS exported report) and 2 tabs static information (descriptions / overview)?

Thanks

Steven

having trouble updaitng usage data from MDA object

Hello,

I can only join towards the latter half 4:30PM EST so hoping office hours are a 1 hour session!

I was interested in learning more about success snapshots. Is it possible to see a demo of the feature?

Use cases: We would like to use success snapshots to export information from a specific success plan (pulling data from the plan info, and the objetive CTAs) for that particular success plan.

For example if a CSM would like to do a customer round robin review with their internal team, they can export the current inormation from their success plan into success snapshots and then share that PPT with their team to discuss the account status.

Is that possible, and can you show how success snapshots can be leveraged to display PPT updates on the success plan data?

Hello Sheila -

Yes, we'll definitely go an hour today - and even if through some stunning luck I come up with all the right answers for those who've joined office hours at the start time before 4:30 Eastern (hasn't happened yet), I'll still be on the bridge until 4:45 to pick up any other questions.

And I can definitely speak to Success Snapshots and including Success Plans in them.

Cheers,

Scott

Good to talk with you today, Steven - and glad that we've got the ability to attach a filtered-based-on-tokenized-field option for attaching a CSV tabular report.

Just so you've got the link again, here it is in knowledgebase - good luck diving in and if you hit an immediate snag, comment on this thread and I'll be able to give the fast answer if I know it (and if not, point you to Support or to your COM).

Cheers!

https://support.gainsight.com/SFDC_Edition/Journey_Orchestrator_and_Email/Programs/Programs%3A_Sharing_Reports#Attaching_Reports_as_CSV_Files

Hello Sheila - good to talk with you and glad we had time for a quick walkthrough of Success Snapshots 2.0 setup.

Here's a couple of links to good jumping off points in our documentation for Success Snapshots -- and again, the new 2.0 version is the way to go - the original will get deprecated at some juncture in the future.

Good luck, and if you hit snags, jump onto any Tuesday or Thursday office hours!



SS2.0 Overview: https://support.gainsight.com/SFDC_Edition/360/About/Overview_of_Success_Snapshots_2.0

SS2.0 Best Practices: https://support.gainsight.com/SFDC_Edition/360/FAQs/Best_Practices_of_Success_Snapshots_2.0



Configure SS2.0 Templates: https://support.gainsight.com/SFDC_Edition/360/Admin_Guides/Configure_Success_Snapshots_2.0_Template



SS2.0 FAQs: https://support.gainsight.com/SFDC_Edition/360/FAQs/Success_Snapshots_2.0_FAQ

(this is mostly about differences between the 1.0 module and this new 2.0 module, but some good links to other documentation)