360 Company & Relationships
Share your questions and best practices on everything related to the C360, R360, Scorecards, Relationships, and Account Hierachy for Gainsight CS here.
- 442 Posts
- 1,402 Replies
Unable to make a field editable
Hello, I have this field called "At risk level" on the R360 layout and on GS Relationship object in sfdc, the field accessibility is set as editable at a profile level, and the GS Relationship object is also editable at a profile level but for some reason I'm not able to set it as editable on de R360 - page layout. Anyone has seen or experienced not being able to set a field as editable on R360? This field is a picklist. ( see attached) Any help is much appreciated [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180621-107270-9vtppo-Screen_Shot_2018-06-20_at_20-14-44_inline.png[/img]
Adjust setting for one time password for Share 360
Is there a way to turn off the one time password for Share 360. It appears to be a one time password per account. We are trying to use this to deliver data to our CEO, but this is not ideal to have to bypass this password every time. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180621-118803-1o5rc64-Screen_Shot_2018-06-21_at_9-29-49_AM_inline.png[/img]
Lookup on User ID and Company ID fields in User Shared Details object
My Use Case: Track if a user that the Share 360 link is shared with has actually browsed to the page I was looking at "User Shared Details" MDA Object. But I could see that there is no Lookup enabled on ID fields. These ID fields are showing 36-bit GSID but we do not get anything by looking at this ID values. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180620-89782-1otiuzk-User_Shared_Details_1_inline.png[/img] [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180620-99591-13bydsl-User_Shared_Details_2_inline.png[/img] It would be better if we can enable lookup. Thanks.
Assigning Success Plans to multiple customers at once, compared to manually one-by-one.
I'm rolling out Success Plans for the first time into my organization and am running into the issue of having to go into each customer and add the success plans, one by one. Is there a way to add one success plans to multiple customers? I don't want to potentially reduce the adoption of Success Plans by the CSMs by having them tediously add SP manually.
Gainsight Vault Report
Hi, I'm Jasmine and I downloaded a few reports from Gainsight Vault that I'd like to add to a dashboard. However, the fields "Current Score Label" "Current Score Name" and "Current Score Value" in the "Count of Accounts by Health Score by CSM" report are blank. I am unsure if I need to re-configure my scorecard or build this report in a different way in order for the current score fields to populate. Thank you in advance, Jasmine
Export "Plan Info" tab into Success Plan Powerpoint
Hi - I love the idea of the success plan and how I have the ability to export the PowerPoint to my email. However, I noticed that only some of the information from the "Plan Info" tab is being exported onto the first page of the PowerPoint. Is there a way to get all of that "Plan Info" information onto the document or does it only have the ability to pull the "description" box? Thank you in advance!
How do you apply a scorecard to a single account?
We are attempting to update our health scoring system to the DEAR model from Gainsight Elements. I have it all made up, but I’d prefer to test it on a handful of accounts before applying it to the other 15,000. I am trying to use the “Applies To” section of the scorecard settings, but it cannot seem to override the default one. Maybe it’s me, or is here something I’m missing? Has anyone done this sort of transition with 2.0?
Scorecard 2.0 Comment Errors
We use a Scorecard 2.0 dashboard for a monthly meeting to evaluate customer health and next steps. CSMs use the Sentiment measure to record comments about the current situation and then we use the Watch List Next Steps metric/comments to record the next steps. Recently, I have noticed a [b]LOT[/b] of errors when trying to update or simply view metric comments (i.e. complete deletion, reverting to old comments, or pulling comments from other accounts and columns, not sorting correctly). We use these comment fields to update related SFDC fields to flag to exec so it can be really frustrating to backfill when stuff is deleted or messed up. To prevent this, I find myself having to constantly copy and paste to make sure we don't lose old notes. Is this a known issue?
Relationship Associated Fields limit being caused by JSON text string
Hi Jennifer,[u][/u][u][/u] [u][/u] [u][/u] Please find below a quick summary of the JSON query issue. Please let me know if you have any questions or need any additional details.[u][/u][u][/u] [u][/u] [u][/u] [list] [*]For each offer there’s a corresponding record in the “Relationship Type” object (e.g. NGFW, ISE, etc.)[u][/u][u][/u][list] [*]In this object, there is an “Attributes” field that stores a JSON query (please refer to screenshot below)[u][/u][u][/u][/list][/list] [u][/u] [u][/u] [list] [*]When fields in the “GS Relationship” object (R360) are associated with a Relationship Type, the field’s label and API are added to the JSON query and stored in the “Attributes” field[u][/u][u][/u][/list] [u][/u] [u][/u] [list] [*]The “Attributes” field is a long text area type field with a maximum of 32.768 characters, the maximum allowed by Salesforce[u][/u][u][/u][/list] [u][/u] [u][/u] [list] [*]As more “GS Relationship” fields are associated with a
Ability to upload Success Plans to Altify
Hi Community -- first Poster here. We are in the planning phase of Gainsight integration. One of the business requirements is the ability for Success Plans to be uploaded into Altify, an account application that is also a Force.com app. I'm curious to know if anyone in the community has done an Altify integration and what lightweight non-dev solutions are available for us to consider. Thanks!
C360 Report Section Size
Hey Teams, This is Logan from Support. We've heard a few requests for some added configurational options on C360 sections. Specifically; when reports on C360 sections have little data, they are accompanied with an unattractive amount of "white-space". (Example from my demo Org below) [img]https://gainsight.zendesk.com/attachments/token/eugQ94zZlKbsIpQoTrcnGMpu1/?name=inline-529668629.png[/img] Our customers have expressed their desire to be able to adjust the space for reports on the C360 to at least minimize the amount of wasted space like in the above scenario. Thanks for your consideration. Logan Thome
Field Limit Configuring Relationships
Ran into an issue with a customer where Relationship Data Spaces are not being created. We are seeing this issue because there is a field limit of 100 fields including the ones created from the Data Space. Customer would like to know if we have any plans to raise that limit in the future? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180423-120677-1wx5hta-Snip20180423_68_inline.png[/img]
Ability to limit permissions on C360 or Shared 360
Is there any way to limit who can see a specific 360 layout? For example, I want to create a layout that contains information that our CSM's don't need to know and I would want to limit the permissions to view that layout to a specific group of users. Same question for the Shared 360 - is there a way to limit who can view/share a specific 360 layout?
Set Score Error - Attempt to de-reference a null object
The issue I'm working through is similar to the one posted here: [url=https://community.gainsight.com/gainsight/topics/-attempt-to-de-reference-a-null-object-rule-error]https://community.gainsight.com/gainsight/topics/-attempt-to-de-reference-a-null-object-rule-error[/url] Last week we converted scorecards from RYG to Numeric. The following day the null object error message was reported on a singe rule set score function (1 out of 10). After some head scratching and excellent advice from Gainsight support I found 2 problems with that set score rule. First, it was trying to update scores on inactive accounts because of a filtering misconfiguration. Second, I have lingering RYG values in the Scorecard Fact object. Fixing the first problem resulted in a successful run of the failing rule... and there was much rejoicing. Today another set score rule is failing apparently due to the second problem. I'm not sure how rare this issue is but I thought a new
Security - restricting view of a report in C360
Hello From a data-security point view, is there a way to block a view and/or exporting functionality of just one section in C360 i.e. to be viewed by only a selected group of people? For example, we have a section in C360 called Revenue which shows a report on the products/services an account purchases. Is there a way to restrict this report to only the account owner and the leadership team, without restricting other reports, or the entire C360 to other users? Thank you Katerina
Success plans accessible in product
We are working on creating success plans for our onboarding process. We would like to make the onboarding success plan visible in our product to any admin who logs in. This would require a url that isn't restricted by person. Can we generate a general url to paste in our product and have different people access it?
Default font on Success Plan text boxes are incorrect
When you enter text into the text boxes on a success plan (Description / Action Plan etc) the font in the panel is shown to be Sans Serif but when text is entered, it is Serif. The real UX problem here is that to change the text from Sans Serif > Serif, you need to highlight the text and change it to Sans Serif (no change) and then change it back to Serif. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180328-83202-1qwhzw5-Screen_Shot_2018-03-28_at_10-38-31_inline.png[/img]
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