Best answer by pele
View originalCan you add a button to an Account view in SFDC that links and opens the account in Gainsight?
Userlevel 2
Would be a lot quicker if I could click a button when viewing an account which opened the same account in GS
Userlevel 2
bump
Userlevel 5
+3
Hi Jon,
Do you have the Gainsight, VisualForce widget configured and added to Account page layouts? If so, users can simply click on the Gainsight logo and be taken directly to the C360 in Gainsight for that customer.
Some helpful docs to get this implemented if needed:
• Set up Gainsight Team View (aka, widgets)
• Gainsight Sales View for the SFDC Account or Opportunity Pages
• Configure Customer 360 Summary
Do you have the Gainsight, VisualForce widget configured and added to Account page layouts? If so, users can simply click on the Gainsight logo and be taken directly to the C360 in Gainsight for that customer.
Some helpful docs to get this implemented if needed:
• Set up Gainsight Team View (aka, widgets)
• Gainsight Sales View for the SFDC Account or Opportunity Pages
• Configure Customer 360 Summary
Userlevel 2
Thanks Pele, I will have a conversation internally and go from there.
Reply
Login to the community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.