CS Product Ideas
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In the Global cockpit, the CTA owners are distinguished wtih the user’s initials PLUS various colored bubbles (see attached). Would be useful if these same color coded initials would be displayed on Timeline entries (see attached screenshot).
Gainsight Sally support SMSNot Planned
To more broadly support mobile use cases, Sally should be able to be configured to work in SMS and other messaging apps. This would allow companies not in Slack to be able to quickly get account information on the go without digging into the full GS app on mobile or desktop.
Refer support ticket: gainsight.zendesk.com/hc/requests/106487 We have 2 accounts in Gainsight sandbox with the same SFDC Id. One is inactive and another one active. When the user logging into Gainsight he is not able to see any dashboards means landing page “Gainsight” coming up with error message. Currently Delete option is not there, if you apply logic to ignore inactive accounts (not depending on SFDC Ids for all users) then it may resolve the issue and no need to reach out to your team requesting to make SFDC Id null on these inActive accounts If we ignore inactive users then it may work.
Customer has noticed that when creating a milestone off of a CTA, it doesn't show up in reporting until you close out the CTA. I assume this is plotted based on closed date and not created. Would it be possible to plot this off created date instead of closed date. Is this possible? Thanks, Steve Davis
It would be nice if we could manually edit/rename the column headers in S3 bionic datasets after they've already been configured: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190301at3-03-38PM-30ce3390-962b-4ffb-9a2e-26b9f60254f5-1219218550.png[/img] We recently ran into an issue where S3 bionic rules started breaking because our CRM Accolunt ID was renamed in the source database (Looker). As a result, rules that use this field are no longer working because the header in the S3 set doesn't match the new name. Additionally, if the affected s3 set is part of a Merge or Action, it doesn't seem like we can edit it without removing the dependent sets/actions. The only solution I've found so far is to rebuild the rule from scratch which isn't ideal when the rules have multiple sets, merges, and transformations.
Google Calendar Integration on HomeNot Planned
My CSMs are loving the calendar integration, and are finding it a great time saver. One thing that has been suggested that would help make it even better would be the ability for the CSM to filter out meetings that they don’t want to see there. For example, recurring internal team meetings.
Unable to pull the Data from Shipping & Billing Address fields of the Account object into Gainsight DirectlyNot Planned
Hi Team, We have an requirement from one of our client as they want to push the data of the Shipping & Billing Address fields of the Account object to Gainsight via Rules/Connectors in which currently we are not support this at the moment because Address filed in the SFDC is a combination of several fields which is returning as an object as per this Salesforce Doc https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/compound_fields_address.htm. Can we have considered this into our roadmap, so that instead of loading multiple fields they can pull only one field and load the data into Gainsight.
Staggering CTA creationAcknowledged
We have a CTA that checks to see which instances do not have a primary contact. If we trigger all at once for the first time, we will have about 20 CTAs per CSM. Ideally we would like this to be 5ish. Is there a way within the CTA to stagger the creation of CTAs? We are setting to create a new CTA every 90 days and to not create if there is another one open. We have the instance name tokenized in the name and using the name as part of an identifier. Thought was to start, I could set to create a new CTA every 1 day, remove the do not create if open, and remove using the name as an identifier
Remainder email sending after responding the survey.reproducible steps.1.Survey sent to the participant2.Paused the program3.Responded the survey4. Resumend the programHere survey responded when the program was in paused state and once we resume program the remainder email sent.Can this be taken up as enhancement and get a fix that if a program is in paused state the response events should be tracked and the reminder email should not be triggered once the program is made active ?
Related List Actions and VisualforceNot Planned
Related Lists are a great way to see filtered data, for example, to see filtered Contacts that are important to CS and/or Sales. View and Edit buttons appear for these records as actions that can be taken, and the Edit button in particular sends them to a record edit page as though they had pressed the edit button on the salesforce record. What I'd love to do is point the Edit button to a Visualforce page that limits the record edit to the fields that are shown on the related list. I get that this would require us to develop the VF, but if I could point the action to custom VisualForce, it would be a dream come true. Salesforce allows you to do this on a standard or custom button but without changing it for everybody else in my org it would be the best if I could assign the visualforce page to the edit on that specific related list or associate it with that specific report even, in order to streamline the edit experience.
Is There a Way to Automate MDA Data DeletionAcknowledged
I have just created a new MDA and set up a data ingest job to pull the data from the S3 Connector on Post File Upload. Our ideal scenario is to fully delete all the data from the MDA just prior to posting the new file. Is it possible to automate the process of deleting data? Maybe set both the deletion and uploading of new data on a schedule? Thanks!
Internal Email MetricsWorkaround Available
We have a couple internal emails setup. One is to notify a CSM they have past due CTAs. I noticed when we send internal emails, we don't get the same level of reporting. I'd like to be able to tell if CSMs have opened the email. This will help us determine how CSMs are engaging with the emails and Gainsight. Here is a screenshot of what I see for one of our internal emails when I click on "Opened": [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160406-43427-1nerq6u-Cockpit___Salesforce_-_Enterprise_Edition_inline.png[/img] We also have an email that does not go to someone who is either a contact in SFDC or the CSM, but another team who does not really have a field in SFDC or GS. Instead, we pull the email address from an MDA subject area. For these, we have zero ability to tell who did what with the email. Here is a screenshot of an example. We see things have been sent and opened:[img]https://d1qy7qyune0vt1.cloudfront.net/gainsi
While sending emails to customers from JO we need an option to hide or show the area of text from email templates For eg.Customer A has purchased 3 products, the email should sayproduct A: 100% deployedproduct B: 80% deployedproduct C: 60% deployed Customer B has purchased 2 products A and B, the email should sayproduct A: 100% deployedproduct B: 80% deployedand it should hide other products from email template.
Validating the duplicate records from source file before inserting to MDA object and insert only one one record instead of all records based on the upsert key valueAcknowledged
Team, Currenlty, There is a chance of getting duplicate records inserted via S3 Ingest Job because if the source file contains multiple records with the same key values are inserted on particular insertion when there is no records with that key value in that object. The upsert key will be checking if there are existing records and then it will be updating the existing data. Upsert key doesn't check the source file if it contains the duplicates or not. Can we validate the source file based on the upsert key value and remove duplicates before inserting in MDA object
Removing Auto "0" Response on Inline SurveyAcknowledged
When sending an inline NPS survey, a “0” was marked as the response even though the user never answered the survey question. Is there a way to remove the score or prevent the server from automatically selecting “0” as response? Or is there a way to check if the response is from the user or was automatically done?
In the report builder, report on success plan data should have the data formatted similar to the formatted data in success plan page. ( as shown in the attachment). Current scenario: There is no additional formatting done in report on success plan data. Request is to add the formatting of data in the report section of report builder. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/successplan-7a5b1522-758d-4140-90cd-a56dbcf2be7c-1402074855.png[/img]
Make the owner fields for Case object::Owner ID Email and Case object::Owner ID Name to be visible in rules componentAcknowledged
Hi Team, I am creating this post on behalf of a customer who raised this issue. Fields Case object::Owner ID Email and Case object::Owner ID Name are not visibile in either JO query builder or Rules Engine for NXT or NXT+SFDC edition customers. However this is not the case for pure SFDC edition of Gainsight. More context : Owner field in Case object is looking up to 2 objects (kind of WhatId type field in Gainsight). The lookup tree for these type of fields is not supported in NXT or NXT+SFDC editions. I request you to kindly implement a enhancement to make these fields as visible as these fields are visible in UI in report builder and not in Rules/JO- Query builder. Regards,Jagadeesh
Logging emails to the Activity History within an Implementation Project (Salesforce)Under Consideration
Hello! I know there is now an added feature to log email outreaches to the contact's activity. However, I am also wondering if it would be possible to log these emails under the '[b]Activity History[/b]' within an [b]Implementation Project[/b] in Salesforce. That way the Implementation Analyst can clearly see and track what activity has occurred for their project and have more meaningful conversations. Thank you! -Melissa
Is there a way to have the Contact on the CTA populate the Contact the associated Tasks automatically?Not Planned
A CSM wants to be able to associate a Contact to the CTA and have that same Contact populate on all the Tasks automatically. Is that possibility or is the only option to have to manually populate the contact on each task?
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