Conversations

Conversations 1 - 20 of 124
Photo of Scott Morris
Ability To Choose Default Sort Option
I have a customer who uses a report built off of a custom object in SFDC that is embedded as a section on the R360 page.  The ideal behav...
  • 32 me toos
  • 20 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Ability to clone ANY action in rule set up
We create so many actions on rules that are very similar with a slight change. It would be nice to be able to clone that action so we do ...
  • 19 me toos
  • 9 replies
  • Idea
  • Planned
Photo of Domenic Armano
Add Tabular Reports to Outreach Templates in Copilot
When creating an outreach template it would be great if you could add a previously created tabular formatted report. This is not presentl...
  • 35 me toos
  • 24 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Ability to create success plan objectives and tasks via rules engine
We currently track business objectives via a separate object with each business goal its own record on that object. It would be wonderful...
  • 13 me toos
  • 7 replies
  • Idea
Photo of Sagan Sherlin
Idea. Ability to Attach Outlook Emails to CTA's.
We have several types of email communication that don't translate well into a saved form (example - PDF).  We would like to the ability t...
  • 9 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Tharun
Timeline Attachments
In regards to attaching files in Timeline - Currently, the system is limited to certain file types, and we cannot attach Outlook email me...
  • 8 me toos
  • 5 replies
  • Idea
  • Under Consideration
  • Archived
  • Merged
Photo of Logan T
Supporting Hyperlinks in Reports
Some customers have custom fields that contain useful URLs on the Account or Customer object. But when a report containing these URLs is ...
  • 11 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Andrew Biehle
Update timeline with .eml file types.
Currently you can update timeline activities with these file types - jpg, jpeg, gif, png, bmp, pdf, doc, docx, txt, ppt, pptx, xls, xlsx....
  • 3 me toos
  • 2 replies
  • Idea
  • Under Consideration
  • Archived
  • Merged
Photo of Andrew Cummins
Timeline summary widget, entry at global level, and attachment syncing
A few things here that would be great.... User Story would be that our CSM would keep the Global timeline tab open throughout their work ...
  • 5 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Ability to manually sort report data
I want to be able to manually sort the data in my reports. Suggestion (see attached picture) would be to be able to click on the "cogwhee...
  • 18 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Ability to concatenate within a column via bionic rules
Currently concatenate only works with bringing together two separate columns of data with the same unique identifier. What I would like t...
  • 4 me toos
  • 5 replies
  • Idea
Photo of Kate Green
Create Activities From Global Timeline
Often times our CSM's want to be able to enter activities for multiple clients at one time.  Maybe they are on back to back calls and hav...
  • 8 me toos
  • 1 reply
  • Idea
  • Planned
Photo of Berin Bezmen
Sync attachments from Timeline to SF
Love the new attachments feature in Timline. Unfortunately our whole Sales team does not have access to Gainsight and CSMs attach all the...
  • 14 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Survey non Salesforce Contacts sustainably
I believe we currently have the ability to survey non SF contacts and link those surveys to a specific account but I wanted to take this ...
  • 1 me too
  • 4 replies
  • Idea
  • Implemented
Photo of Andrew Cummins
Ability to add Linear trend lines to graphs.
just like in excel where you can add chart elements it would be nice to add a linear trend line to bar graphs or stacked bar graphs. 
  • 9 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Ability to attach docs/files to Tasks
It would be great to have the ability to attach files/docs to TASKS in a similar fashion that you can to CTAs. 
  • 8 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Scott Superko
What is on the short term and long term roadmap for Timeline?
I am really excited about new Timeline feature but we are waiting on several improvements before we fully role it out to the team.  Do yo...
  • 10 me toos
  • 9 replies
  • Question
  • Answered
Photo of Leslie Morgan
Ability for Rules to run more frequently than once a day
We have the need to have Rules run more frequently than once a day for urgent SLAs.  Would like the ability to select frequency on the Ru...
  • 25 me toos
  • 22 replies
  • Idea
  • Implemented
Photo of Andrew Cummins
Allow two NPS question types on one survey
We would like to get an NPS directly tied to a specific product but we are unable to add the NPS question to the NPS survey because we ar...
  • Andrew Cummins, 2 months ago

  • 1 me too
  • 0 replies
  • Idea
Photo of Andrew Cummins
Allow for customer color pallet with Data Spaces
You can add custom color pallets to MDA data and SF objects but not Data Spaces. Would be nice to see that become available. 
  • 7 me toos
  • 3 replies
  • Idea