Skip to main content

Admin Office Hours - June 22nd, 2017


evan_luberda
This thread is for the Admin Office Hours session for Thursday June 22nd, 
2017.  Submit your questions to this thread and we'll address them during our session at 11am PST / 12pm MST / 1pm CST / 2pm EST.

To register for this session, please click here.
Did you find this topic helpful?

7 replies

chris_duckers
  • Contributor ⭐️⭐️
  • 6 replies
  • June 16, 2017
We are looking at using Activity Timeline on C360 very heavily and have a couple questions:
  1. Is it possible to display the Account Name when creating a report from the Activity Timeline MDA Data object.  We can use the Account ID, but that is of little value. We'd really like to see the account name. We're building a report to show a consolidated view of ALL activities logged for customers for X days
  2. Is it possible to build a report showing ALL Accounts with 0 Activities logged in the past X days?

brandon_0b4157
  • Contributor ⭐️⭐️
  • 8 replies
  • June 16, 2017
We would like to log specific onboarding outreaches in milestones (as well as when the outreach is opened) if possible.  Can you walk us through how to do this?

amanda_dasilva
We'd like to see the Acct Name and also the Gainsight user name who created, modified the item as well.

kate_green
Forum|alt.badge.img
  • Helper ⭐️⭐️
  • 262 replies
  • June 20, 2017
Hi Evan - I think I mentioned this to you last week but I have a question about a workaround for a desired outer join.  For example, I have contact data from SFDC and from a separate portal.  Not all contacts in SFDC are represented in the other portal data and vice versa.  What's the best work around to merge these two data sets (in order to load them to an MDA) since I can't do an outer join in a bionic rule?

kate_green
Forum|alt.badge.img
  • Helper ⭐️⭐️
  • 262 replies
  • June 20, 2017
I was actually able to figure this one out but I have another question :) 

I have fetched a few fields from SFDC that are Picklist or Multipicklist, and I'm not sure what type of field I should create in my MDA table so that I may map the fields.  I currently have the fields set as Strings but they are not appearing on the field mapping step of Setup Action.  


scott_superko
Forum|alt.badge.img
I've run into some issues when setting up the Success Snap Shot.  Various reports don't pull any data when exporting into a powerpoint.

I have a scheduling conflict and will be able to attend at the end of office hours, I'll join around 2:45 EST.

evan_luberda
  • Author
  • Helper ⭐️
  • 138 replies
  • June 22, 2017
Office Hours are starting now! Click here to join!

Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings