Has anyone successfully brought in files section from Accounts to Gainsight

  • 9 August 2019
  • 3 replies

Userlevel 6
Badge +4
Use case is simple: Need to bring contract related info to the 360 level of Gs.

cc @emily_smith

Product team: can you also comment on what other route we can take?


Best answer by dan_ahrens 13 August 2019, 16:13

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3 replies

Userlevel 6
Badge +4
@dan_ahrens :-)

Userlevel 7
Badge +3
The two available options would be the Related List report section or the Embedded Page section. Both are described here:

Hi @meenal_shukla have you managed to accomplish this? Any insights would be very much appreciated as we’re looking to do the same. Thanks!