CS Product Ideas
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In Data Designer - Status of CTA Group to be shown as same in ReportingUnder Consideration
Hello Team, We’ve received a request from customer, to use the status of the Success Plan in the Data Designer. After checking from my end, As In reports, We are showing the status of the Success Plan, in Status Name field from CTA Group object. The actual status of this is shown as “System Name” from “GS Meta Info” object which is a lookup to CTA Group, by which the status is shown on CTA group. However, In Data Designer, when we pull in “CTA Group” and status, these are showing up the ID values, as the status is of picklist value. As a workaround, provide the below, by pulling CTA Group and GS Meta Info: Can we have the same functionality for Data Designer as of Reporting? This would really be helpful.
Hi. Can we show the Source Type and Source Object Name in the Report Builder Screen. What I thought exactly was, right now if we click on the down aroow icon on the right side of the report, currently we are showing the “Created By, Modified By, Used In, etc”. So, there itself, if we can show the Source Type and Object Name that would be a good option Example: Source Type: MDA or SFDC or DataSpace Object Name: Actual Object Name which we used to create that report. Screenshot: Thanks.
Right now if you filter out words it just removes that word from the report. I would like to be able to filter out words before the text analytics feature calculates what words are the most common. we keep getting the name of our company as the top word and would like to see what we would get if “Apptio” and a few other words were removed from the options
Currently the limitation for the no of fields that can be used for auto subscription is five. Can we increase this. Usecase in the words of customer: We'd like to be able to notify people who assigned to the company.In our business, we have our customers in which different stakeholders from us (like in total 8) need to interfere the situation. I need to have that flexibility.
Hello Folks, I came across a situation where customer needed a drop down which user can select which email he/she wants to use as a sender email from sending email from Timeline. Is there any possibility of coming this near future? When now we log any email type of activity the email will be sent via current logged in user but the use case customer wants to be able to use drop down list of email address from timeline itself (Those emails will be shared email addresses) and he can then send an email.
Text analytics for timeline keywords in the form of an exportable reportUnder Consideration
We are looking for keywords such as competition companies and key release discussion etc. This also helps resolve issue with finding keywords on timeline entries which is a big project in vain. What we not able to do today without this feature - Cannot run reports on Notes field for keywords Global timeline is limited in searching - cannot tell which is from CTAs, Objective CTA (SPs) or others. Global timeline is limited to searching one keyword at a time.
At the moment it is great that you can change the start and end date of an objective / task in a success plan. But at the moment if you close an objective / task it will close it for the date that you closed it. In some cases some historical goals may want to be added and completed when they were completed (e.g last month) I would love to see the close date to be editable to avoid this extended line in the Success Plan:
Share360 send link to groupsAcknowledged
Hello, would it be possible to share the link to Share360 to multiple contacts (contact groups) at a customer instead of typing in names individually? Our team uses the Share360 to update clients on cases, projects etc. Some clients have multiple stakeholders (even up to 10-12) such that it is time consuming to type in each individual contact name each time. It would be great to create Sharing groups to shortcut this process.
Relative filters in reporting and data desginerUnder Consideration
Add relative filtering capability in data designer and reporting. An example: we were trying to run a report on MDA object that has customer and cases info. We wanted to count all tickets closed as of churn date so close date <= churn date which is not available today. There is only equal and not equal options available in data designer in the design step and not reporting step.
We would like the capability to connect “Success Plan timeline entries” to the actual Success Plan. Currently the CSM types in the name of the Success Plan but there is nothing actually connecting it to that plan. We want to be able to see all new timeline entries in our Success Plan dashboard.
Add email address count for programs with an Email Template with multiple versionsUnder Consideration
When creating a program using an email template with multiple versions (that use filters to identify which contact gets which email version) It would be great to be able to preview the total count of contacts getting each version or preview which contact is getting each version prior to the email send in order to ensure the filters are working as expected. I understand you can spotcheck under the preview email and that the totals by version can be done after the fact in reporting, but it would be a helpful additional check prior to the email send.
Team, We have a suggestion form our our client to make sure when a user is deactivated via Data management, to send an alert/popup of all the CTA Rules whose default owner was deactivated. Allowing the user to deactivate may cause the while creating the CTA’s because it is mandatory field in the Action.
Surface Templates Used in Email AssistUnder Consideration
In JO Email templates, it displays the number of Programs the template is used in. It would be ideal if this also counted where the templates are being used in Email Assist as well. With so many templates and email assist tasks, it is hard to clean up old templates when you cannot quickly see if they are currently being used anywhere.
Show error message, if rule is automatically applying "min" function on the SFDC formula fieldAcknowledged
Hi Team, One of our team member has noticed an issue while using agregation in rules. A formula field in sfdc doesn't allow “grouping by” formula field. Hence, internally the rule is applying 'min' function on that field while querying which results in the behaviour customer is seeing. We are expecting a warning/ error message to be displayed in order to avoid the rework involved. Use case: When we are aggregating on a field of segment (for an account manager), even though there are multiple segments for the given account manager it shows only 1 segment and the overall count in my initial fetch. As a work around, we have to create 1 more transformation and doing similar aggregation to get the correct output. Impact : This is creating 2 steps when this can actually be accomplished in a single step and manuall work is increased Best, Hardik
Set default score for each measure where no data existsUnder Consideration
Would like to be able to, via scorecard configuration, set the default (or baseline) score for each measure. I have added to some of our rules but it’s not always possible, for example a manually set measure. And I would like, upon the scorecard being first created/assigned to a customer, that a default is provided, and then this is updated when the relevant criteria is hit for each measure via rules, or manually overridden by the CSM.
Update Full Name field with edits to First & Last Name fieldsUnder Consideration
I see in a recent release that the Full Name field on the person object is now auto completed with the First Name and Last Name on creation, however any subsequent edits do not appear to have any effect so it quickly becomes out of date/incorrect information. As we need to sync with SF we have to use First and Last Name fields, but the Full Name field is required for the view on GS so we need both to be constantly in sync with each other (or just get rid of the Full Name field and use First & Last Name fields everywhere instead )
Embedded Pages in Success SnapshotsNot Planned
Hi Team, One of my customers uses Tableau and would like to display Tableau reports in Success Snapshots to be shared out with their customers when doing QBRs. We currently do not support the ability to embed pages in Success Snapshots. I think this would be a valuable product enhancement so that customers who would like to embed third party reports in Success Snapshots would easily be able to do so. There really isn’t a valid workaround currently. Thanks!
Scorecard criteria does not support lookup fields andUnder Consideration
Trying to assign scorecard based on a set of criteria (the CSM/Account owner field in the Company object), it is not available in the drop down list on the company object even though it is a field in the Company object. We can’t use lookup fields for criteria. Also, only the below listed data types can be used in “applies to” section String Number Picklist Boolean Can we have flexibility on having different fields in the criteria for Scorecards?
Ability to insert steps in a programUnder Consideration
It’s very cumbersome to edit a program that is complex without having to delete the steps starting from the end, and need to redo the entire program only because you forgot a step, or if you need to make a change. My use case recently was to edit this program by adding an additional wait timer (one day) after the first email send. I first thought I could do this on the conditional wait, but when I couldn’t, I realized I would have to add a wait timer. So my next step is to delete the completed next steps - and start all over. The flexibility to move steps around or insert would be greatly appreciated!
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