C360 Sections: Need ability to pull reports onto Related List from different Sources
None
I appear to have to create a separate C360 section for each Object Source from which I want to display reports.
Some of my data exists in similar, but separate, MDA objects. I want to be able to pull a report from one MDA object (Omni Data-Prod) and another report from a different object (User Adoption) and appear as Related List in the same C360 section but I don't appear to be able to do that.
Some of my data exists in similar, but separate, MDA objects. I want to be able to pull a report from one MDA object (Omni Data-Prod) and another report from a different object (User Adoption) and appear as Related List in the same C360 section but I don't appear to be able to do that.
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Thanks for your feedback! I need to look at the technical feasibility of this request. I will get back to you on this.
Thanks,
Sumesh
Your request is technically feasible. I will let you know the timeline after going through the prioritisation process internally.
Thanks!
Our c360 is getting really long. Part of that is because each section is limited to a single report source. Many of them are in actually related in concept but come from different sources.
Additionally I'd like to actually create dashboard-style layouts and include those on a 360 page just like we can with reports.
We leverage the Salesforce "Related Contacts" functionality which allows you to have a single "Contact" entry that can be mapped to multiple accounts as a "contact relationship."
Since these are on separate objects, I have to create two different sections on C360 to surface the Direct contacts vs. the Indirect (related) contacts.
I tried using a Dataspace, but the problem is that since I have to build it off the foundation of the Account Contact Relationship the pencil/eyeball icons take you to the Related Contact record - even if it's a Direct contact.
In addition - I have 2 sources of emails that I need to surface on 360. Email Logs from copilot, emails sent via Salesforce.
I also have 2 sections for Usage Data because they are being stored in separate MDA tables (had to, because of the way its tracked). We don't even have all the usage data yet, so there will be more tables coming.
Overall I am up to 22 sections on my C360 (and counting).
Realllly need this capability.
CSMs are editing the wrong records, because the pencil/eyeball on "Direct" Contact records are actually taking them to the "Indirect" Account Contact Relationship record because that is the foundation of the data space.
This is a fair ask and I have my customer Allocadia asking for the same enhancement. Do we have a date in mind on when this will be available? Seems like we have had this request since 4 years ago. Use case: They have support cases in Zendesk object and now in Salesforce Cases. They want the ability to see historical cases and view the current cases in the same section. They can’t do that because the source objects are different.
Hello everyone,
This is definitely a fair ask. We are actively looking into it. I will provide further updates soon.
An update here, this is being planned as part of the C360 & R360 Redesign for NXT edition.
An update here, this is being planned as part of the C360 & R360 Redesign for NXT edition.
nice - do you have any kind of ETA you can share@gopal_rao_kallepu ?