Comma for "or"
CS Reports & Dashboards
Our CS team has grown rapidly over the last few months. While building out certain reports, I need to add all our CSMs to pull out relevant data. SFDC allows comma to act as the "or" operator which makes adding in names easier as compared to Gainsight where each name has to be put in a new filter. Are there any plans to get similar functionality in GS anytime soon? Might be a small thing but can definitely make the platform more Admin friendly
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This would make things so much easier for reports, PowerLists, Rules, etc.
Gainsight tells me they are evaluating this for the long term roadmap.
1. Created the designated user-level field in the user object
2. Assign the csms
3. Create a dataspace with the object of interest (say Customer Info) and the user object to bring this field in
4. Create the report off of this new dataspace object.