Conversations

Conversations 1 - 20 of 111
Photo of Jeff Kirkpatrick
Account Hierarchy with custom lookup field?
Has anyone successfully set up Account Hierarchy using a custom lookup field? Going into Administration/Account Hierarchy, I have the op...
  • 4 me toos
  • 2 replies
  • Question
  • Answered
Photo of Leanne
Logging emails by bcc in Timeline
For the Email logging, it looks like the only option right now to copy and paste in an email that's already been sent (ie. from Gmail).  ...
  • 120 me toos
  • 26 replies
  • Idea
  • Planned
Photo of Scott Superko
Mass update CTA due date and snooze status/date
We have enterprise CSMs who manage multiple accounts, some with 100+ locations.  Each of the individual locations have CTAs specific to t...
  • 12 me toos
  • 10 replies
  • Problem
  • Solved
Photo of Johnny Burtchaell
Cannot Load Data into MDA Drop Down List via Rules Engine
How do you suggest I automatically load data each day into the Multi Select Drop Down List within the MDA if the Rules Engine doesn't sup...
  • 3 me toos
  • 6 replies
  • Problem
  • Solved
Photo of Brandt
How do you make Dashboard components that help CSMs measure their progress to goal, akin to SFDC gauges?
Our CSMs need to stay on top of their upsell and renewal numbers. What ARR is up for renewal this quarter, and how much have they renewed...
  • 3 me toos
  • 2 replies
  • Question
  • Answered
Photo of Steve Davis
When Records Get Deleted Out Of SFDC, Delete Corresponding Records In MDA
I am running into a situation with multiple customers in which users are (as expected) removing accounts/relationships/etc. out of SFDC. ...
  • 12 me toos
  • 3 replies
  • Idea
Photo of Anirudh Allika
Delete field in MDA object
Can we have a option to delete fields in MDA objects
  • 23 me toos
  • 7 replies
  • Idea
  • Implemented
Photo of Kevin Ly
SFDC Account Merges not Reflected in MDA ( Standard Object, MDA Tables, etc)
Posting on Behalf of Customer and a concern of my own. There is a senario where an organization does SFDC account merges in SFDC, object...
  • 9 me toos
  • 5 replies
  • Idea
Photo of Andrew Cummins
Ability to customize your 360 view based on account RecordType from Salesforce
Similar to being able to create different page layouts for customer, partners, etc. in Salesforce I would like to be able to do the same ...
  • 35 me toos
  • 6 replies
  • Idea
  • Implemented
Photo of Irit Eizips
C360: Ability to customize page layout by CSM or customer segment
As you all know, low touch customers are managed differently than high touch customers. Therefore, the CSM team members have asked to hav...
  • 23 me toos
  • 11 replies
  • Idea
  • Implemented
  • Archived
  • Merged
Photo of Johnny Burtchaell
Emailing Dashboards as a List, not as Powerpoint
Is there something in the works that will allow us to schedule emails on a daily/weekly/monthly basis to send normal excel reports (list ...
  • 3 me toos
  • 4 replies
  • Question
Photo of Ganesh
Copilot emails for CSMs to send
A few customers have asked for the ability to draft template emails via copilot, but for the final "send" button to reside with the CSM. ...
  • 19 me toos
  • 8 replies
  • Idea
  • Planned
Photo of Steve Margulis
CoPilot versus Marketo
We are developing our nurturing program for existing customers and have run into some bumps in the road about whether to use CoPilot or M...
  • 6 me toos
  • 6 replies
  • Question
  • Answered
Photo of Aviv Caspi
Merge Accounts in Salesforce
Hi, I have a question regarding the merge operation in SF. Let's say I have 2 accounts in SF while only one of them has a record in ...
  • 1 me too
  • 6 replies
  • Question
  • Answered
Photo of Elizabeth Adams
Report Table View in Email
We need to include reports in table view in our email distributions. Both in CoPilot emails and also in CTA-based emails. We are trying ...
  • 16 me toos
  • 14 replies
  • Idea
  • Implemented
Photo of Jessica
Email Assist for CTA tasks - Multiple Sends
Within Email Assist for CTA tasks, we're hoping to send the same email task to multiple people on the account at seperate times, without ...
  • 6 me toos
  • 3 replies
  • Idea
  • Implemented
Photo of Jeff Kirkpatrick
Mass Edit for Milestones
I have a large number of Milestones that were errantly applied and I need to be able to delete them in bulk rather than one by one.  It w...
  • 15 me toos
  • 10 replies
  • Idea
  • Under Consideration
Photo of Leanne
Sparse function in MDA for nulls
We're running into an issue with reports of usage data, where if there is no data for a given customer for a week, that week is just skip...
  • 12 me toos
  • 11 replies
  • Idea
Photo of Johnny Burtchaell
Dashboards - clear settings/filters
When I make a change to a report that has been added to Dashboard Builder, i have to clear the previous settings in order to see the chan...
  • 2 me toos
  • 3 replies
  • Question
  • Answered
Photo of Sarah Couch
Survey Permissions tied to Gainsight Permission sets
It would be really helpful if survey permissions could either be tied to overall Gainsight permissions (i.e. Full Permission w/ Access to...
  • 4 me toos
  • 2 replies
  • Idea