In the last video, we reviewed the principal of Lookups in Gainsight.
Today, Gainsight Lookup 201, the practical application of lookups (it is a little longer video)
- Create a LookUp in the Company Object.
- Write a GSID via a rule into an object's LookUp field.
- Change your C360/R360 layout leveraging your LookUp.
LookUp 201 practical application video:
Test Data Set: