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Recent Conversations
Conversations 1 - 20 of 4753
Photo of Mary Taylor
url in 'by' clause of report
I would like to use a URL field in the 'by' clause of a Report, but am given an error that 'urls' are not allowed in the By clause of rep...
  • 1 me too
  • 0 replies
  • Problem
Photo of Spencer Engel
Make Gantt Chart created and end dates more flexible
First off, I love the Gantt Chart feature and think it will be immensely helpful. I also know that feature is in Beta right now, so if my...
  • 63 me toos
  • 16 replies
  • Idea
  • Under Consideration
Photo of Cameron Wright
Dynamic dashboard reports
Working with a customer we found that reports are not dynamically updated in dashboard after making changes to the report itself.If there...
  • 10 me toos
  • 3 replies
  • Idea
Photo of Tim Harper
Transformation of text from one value to another
I feel I am missing something basic.  I have a rule to pull in contact data from an outside source with a field called "Alternative Email...
  • 1 me too
  • 2 replies
  • Problem
Photo of Stephanie Overhoff
Auto Assign Contacts to CTAs & Objectives
Our CTAs require we manually add a contact to each CTA and/or Objective or Task. Most of the time the contact will not change from one ta...
  • 13 me toos
  • 2 replies
  • Idea
Photo of Kelly
Notify when bionic query becomes invalid due to changes in Salesforce configuration
If changes to a Salesforce field structure are made so that the bionic query is no longer valid, it should create an error or some sort o...
  • 5 me toos
  • 3 replies
  • Idea
Photo of Jeff Kirkpatrick
Rule Execution Logs from Scheduled runs not containing Action Details
When a rule chain scheduled rule runs, the execution log does not contain the Action results the way a manual run does. Scheduled: Ma...
  • 11 me toos
  • 11 replies
  • Idea
Photo of Sai Ram Pulluri
[Usability-Appearance] Ability to change the appearance
Ability to change the appearance (font, color (standard color palette to begin with) and positioning) within TabsAbility to color code R...
  • 1 me too
  • 1 reply
  • Idea
Photo of Sarah Kiani
Email Task without Playbook
I was wondering if there is a way to create a CTA email task without adding a playbook to it. I don't see any option to associate an emai...
  • 6 me toos
  • 5 replies
  • Question
  • Answered
Photo of Sarah Kiani
Ability to edit Comments on a UI View
On the Customers tab, the Comments section is displayed which gets populated through the Comments section on the C360 page. I was thinkin...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Katie B
Ability to add a 'secondary owner' to the CTA rules
As a company with a young employee demographic, we often have multiple CSMs out on parental leave or other leaves of absence. In Salesfor...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Matthew Weinreb
Add Functionality To Duplicate Rule Tasks and Actions In Bionic Rules
Currently writing a rule with very minimum differences between Get Data Tasks and Action but am forced to create 10+ actions with only on...
  • 7 me toos
  • 8 replies
  • Idea
Photo of Heather Hansen
Timeline Dates
Timeline entries are sorted by the date that you created the timeline post not the date you enter in the post.  Some of our CSMs put thin...
  • 3 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Shiv Kumar Katiyar
[Enhancement / Query ]Scorecard assignment
I understand we have a Multiple Scorecard concept with Scorecard 2.0 which applies to a account based on the set of criteria defined and ...
  • 2 me toos
  • 1 reply
  • Problem
Photo of Tom Gerth
Ability to edit all Timeline entries
Currently, the only user that can edit a Timeline entry is the user that created said entry. It would be good if there was some kind of ...
  • 14 me toos
  • 3 replies
  • Idea
Photo of Abhishek Sivaraman
Email Opt Out Categories in Gainsight
Hi All, One of the use cases we have heard from customers is the need to add more opt out categories within Gainsight. The paint points...
  • 1 me too
  • 2 replies
  • Article
Photo of Sai Ram Pulluri
Reporting - Ability to change graph colors from colors other than blue and magenta
Ability to change graph colors from colors other than blue and magenta (Additional colors, perhaps standard palette)
  • 2 me toos
  • 2 replies
  • Idea
Photo of Meenal Shukla
Make CTA types inactive without re-assigning closed CTAs
When we want to de-activate an old CTA type, we need to re-assign the old CTAs to a different (active) CTA type before we deactivate them...
  • 2 me toos
  • 1 reply
  • Problem
Photo of Angela Domenichelli
Add users to Activities with keyboard
When creating performance coaching agendas or logging emails and adding external users in the timeline activity it's rather tedious to ad...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Christopher Sanderson
Admin Office Hours - 8/16/18
This thread is for the Admin Office Hours session for Thursday August 16, 2018.  Submit your questions to this thread and we'll address t...
  • 2 me toos
  • 4 replies
  • Article