Integrations
What's the difference between the Manager ID and Account Role-based user hierarchy settings?
Build out a segment widget and select "multiple segments option"
How do we determine if purges (partial) run after initiation or in the evening?
purging more than 200 records means it will run in the evening
True or False: When account sync filters are changed for an integration, all contacts that fall under accounts that do not meet the filter are soft-deleted along with the accounts.
FALSE
If a contact is not connected to the CRM, it will not be soft deleted.
FALSE
How can you find the CRM ID of a contact in a customer's SFDC instance if all you have is their email address?
Navigate to SFDC Configuration page and query their SFDC instance:
select id from account where email = '___'
True or False: For Command Center cards that pull from a custom table, it's expected to see Team Member filters for ALL account reference fields on the table.
TRUE
When an account fails to enter a play after qualifying for the entry criteria segment, what should you check?
Check the change history for the play to confirm if the entry settings were changed after the account entered the segment.
Example: Allow inactive accounts setting being turned on after segment entry
When filtering for which records to show in the Timeline, what filtering options do you have for Tasks/Activities?
Assigned To
Priority
Status
Type
A customer tells you that they are going out to be OOO for the next week, but they'd like you to keep the ticket open. What should you do?
Put the ticket On-hold or Open - Pending Research
If Outlook or Gmail is enabled for a customer who is looking to plays to send emails, in which situations would we still only use Sendgrid?
A customer wants to calculate how many accounts/contacts have values (not empty) for each field in those standard tables. How could this be accomplished?
The widget settings would be Show Segment Count and Hide Segment Details.
What happens when an account enters the entry criteria segment while the play is paused?
The account does NOT enter the play, even when it is unpaused
When pasting field values from a CSV or Excel file into a segment filter, what would cause the values to be combined and not delimited?
An unrecognized character like " | "
Is it better to loop in the CSM in a ticket or tell the customer to reach out to them separately?
Loop in the CSM
How do we audit the change history for the Segment.com integration page?
select * from t5384.vwaudit where tablename = 'TenantConfigItem' and tablerowid in (select id from t5384.TenantConfigItem where name = 'SegmentComSyncSetupJson')
If number values are failing to show in alphabetical order in a report or segment, despite being sorted that way, what's a possible explanation?
The number values are populating a text field instead of a number field type
How can you confirm if an account/contact was created via usage if it was created more than 30 days ago?
Navigate to the Usage tab of the account and check that there are events there. If so, find the earliest event recorded and note the date/time. Now, query the account in Adhoc SQL to find the rowcreateddate. If the date/time values match, we know it was created via usage.
What should you do when suggesting updates that the customer should make to their segments?
Test the updates yourself and send screenshots of the filters they should be adding
Customer is requesting that we update their configuration for one of their integrations. How should we respond?
Confirm they understand their heir current configuration with a screenshot and make sure you understand exactly what you'd like them to change.