Please make Gainsight flexible to use any account within Salesforce related to a Contact

  • 8 March 2017
  • 1 reply

Userlevel 5
Gainsight looks at the standard account field for Co-pilot , CTA's etc. Every Salesforce instance implementation is different and with our current account structure in Salesforce(2 account views) it is challenging to use Co-Pilot , contacts within CTA. This applies to all the functionality which uses contact and account related to the contact.

Best answer by karl_rumelhart 9 March 2017, 04:51

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Userlevel 5
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Thanks for posting.  We are aware of this request and are working to extend the scenarios where we support non-standard account lookups.