Have the CS360 Summary View be able to show picklist-objects
None
Our company has several key account objects that are picklists in SFDC we would live to show in the Summary section of the CS360, but they cannot be read there and instead appear as "---." It would be great if they could be read here.
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Great question. It is a multi-picklist, and the "---" is not a null value because in the Customers view the object's value does appear correctly. I've talked to Ryan in support and my rep Chris Sanderson about this, and they both told me it is a capability limitation and recommended I add the idea here. Would LOVE LOVE LOVE if it could do this though!
The reason I ask how many values are possible for the field is if there are quite a few, the workaround could be quite tedious.
That would be awesome if we could! Ryan in support tried something on a call this morning that couldn't end up working, but if you have a work around, I'm all ears.
Right now we have 11 different combinations using 6 possible values. The picklist itself has more choices, but we really only use these 6 values.
If email is a better way to continue this thread, let me know. Also, right now I believe my account has enabled access for GS support if you need to use it.
Feel free to reach out whenever is convenient for you. smorris@gainsight.com
IF(INCLUDES(JBCXM__Account__r.Industry__c, "Electrical"),IF(OR(INCLUDES(JBCXM__Account__r.Industry__c, "Plumbing"),INCLUDES(JBCXM__Account__r.Industry__c, "HVAC"),INCLUDES(JBCXM__Account__r.Industry__c, "Chimney Sweep"),INCLUDES(JBCXM__Account__r.Industry__c, "Restoration"),INCLUDES(JBCXM__Account__r.Industry__c, "Leak Detection")), "Electrical; ", "Electrical"), NULL) +
IF(INCLUDES(JBCXM__Account__r.Industry__c, "Plumbing"),IF(OR(INCLUDES(JBCXM__Account__r.Industry__c, "HVAC"),INCLUDES(JBCXM__Account__r.Industry__c, "Chimney Sweep"),INCLUDES(JBCXM__Account__r.Industry__c, "Restoration"),INCLUDES(JBCXM__Account__r.Industry__c, "Leak Detection")), "Plumbing; ", "Plumbing"), NULL) +
IF(INCLUDES(JBCXM__Account__r.Industry__c, "HVAC"),IF(OR(INCLUDES(JBCXM__Account__r.Industry__c, "Chimney Sweep"),INCLUDES(JBCXM__Account__r.Industry__c, "Restoration"),INCLUDES(JBCXM__Account__r.Industry__c, "Leak Detection")), "HVAC; ", "HVAC"), NULL) +
IF(INCLUDES(JBCXM__Account__r.Industry__c, "Chimney Sweep"),IF(OR(INCLUDES(JBCXM__Account__r.Industry__c, "Restoration"),INCLUDES(JBCXM__Account__r.Industry__c, "Leak Detection")), "Chimney Sweep; ", "Chimney Sweep"), NULL) +
IF(INCLUDES(JBCXM__Account__r.Industry__c, "Restoration"),IF(OR(INCLUDES(JBCXM__Account__r.Industry__c, "Leak Detection")), "Restoration; ", "Restoration"), NULL) +
IF(INCLUDES(JBCXM__Account__r.Industry__c, "Leak Detection"), "Leak Detection", NULL)