- It looks like this in the configuration: [img]https://uploads-us-west-2.insided.com/gainsight-en/attachment/RackMultipart20160311-102486-1f8zxy7-Image_2016-03-11_at_1-47-35_PM_inline.png[/img]
- But I get an error when it's displayed in the C360: [img]https://uploads-us-west-2.insided.com/gainsight-en/attachment/RackMultipart20160311-38319-y7mhbo-Image_2016-03-11_at_1-46-50_PM_inline.png[/img]
I imagine that it's because the page expects to be passed the Account ID. I was wondering if the "Parameter" / "Bundled Parameter" options shown in that first screenshot would be able to achieve that. However, I can't find any documentation about that feature in either support.gainsight.com or community.gainsight.com, except for a tutorial in some release notes about how to use the feature to embed Box.com in a C360.
I tried to see what would happen if I assume that "Parameter" is referring to URL parameters.
- The "New Task" page in Salesforce has a URL with this structure: https://na28.salesforce.com/00T/e?what_id=001C000000tEvQ5&retURL=%2F001C000000tEvQ5&RecordType=0121A000000Qd0T&ent=Task
- So I set up these parameters in the embedded page configuration in Gainsight: [img]https://uploads-us-west-2.insided.com/gainsight-en/attachment/RackMultipart20160311-5590-36ql4k-Image_2016-03-11_at_1-55-29_PM_inline.png[/img]
So, in the C360 page settings, I tried unselecting the "Page" and manually entering the URL:
https://na28.salesforce.com/00T/eWhich makes the section configuration look like this:
However, when set up in that way, the page simply doesn't render at all in the C360 -- it just leaves a blank white section of the page.
Am I using the "Parameter" feature correctly? Is it able to do what I'm trying to achieve?
Best answer by dave_deringtonView original
Collaborated with our Support and Services teams this morning to follow a couple ideas.
It may be much easier to implement what you're trying to do via a Report. Here's the general idea:
Here's a screenshot of #2 above:
Otherwise, with your present approach I'd check the following:
I can certainly try replacing the 15-character ID with an 18-character ID, and attempt putting that VisualForce page elsewhere to confirm that it works in general. 🙂
The CSM sitting next to her: "Yeah, now I never need to leave the C360 for any customer call. I was living in 2 places before."
Thanks again 🙂 And I'm commenting here -- https://community.gainsight.com/gainsight/topics/ability-to-be-able-to-log-a-call-in-gainsight -- since it'd be great to have this more integrated into the Cockpit & C360 interface