Conversations

Conversations 1 - 20 of 147
Photo of Joseph Siudzinski
Max of 10 Timeline Types
I have ran into a limit of 10 total timeline types, between custom and default.  Is there any reason why this limit exists? In my case, ...
  • 12 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Raymond Obidegwu
Decimal place for MDA fields
On-behalf of Customer: To be able to add decimal places in numeric MDA fields.  
  • 7 me toos
  • 6 replies
  • Idea
  • Implemented
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 varun
Adding attachments to Timeline activities
Is there is any possibility to change the settings to allow the CSM's to upload/attach .csv and/or .csv UTF-8 file types to timeline acti...
  • 1 me too
  • 1 reply
  • Question
Photo of Faust Belarmino
No Expiration for Gsnaps
We're using Gsnaps for some of our outreaches. It's really annoying when the Gnap expires and we don't find out until a client reports it...
  • 1 me too
  • 1 reply
  • Idea
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 Jordan Cook
Filter Timeline Picklist Values By Logged in User
We have a few different teams in our organization that all use Timeline in Gainsight. We have added a picklist type field to help us defi...
  • 3 me toos
  • 1 reply
  • Idea
Photo of Ankur Bhat
Configure Timeline search.
Can we have the ability to configure Timeline search (related to* while creating timeline activity) in the same way as we have in Custome...
  • 6 me toos
  • 3 replies
  • Idea
  • Planned
Photo of Jen Pakravan
Enable Sally for Slack to report Success Plan Information
Are there plans to add Success Plan information as something a user can query through Sally for Slack? There's a huge need for it in our ...
  • 17 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Jackie Cofield
Syncing Timeline Activity Type to Slack Channel
We're interested in syncing gainsight up to a slack channel, and populating it when a custom activity type is created in Timeline. We hav...
  • 3 me toos
  • 3 replies
  • Idea
  • Planned
Photo of Jahnavi
Ability to search account other identifier in Sally
Today Sally searches the account name but if a company is located at different geo locations it would still have the same name and hence ...
  • 4 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Amanda Neil
Ability for Sally to post SFDC objects to timeline
Current use case for us is that we currently track engagements through an SFDC form and would like to have the ability for our CSM/CSA's ...
  • 3 me toos
  • 2 replies
  • Idea
  • Not Planned
Photo of Scott Superko
Permissions for non-licensed Sally users?
We just rolled out Sally to our entire Customer Success organization and are considering rolling it out to the broader company, so non-li...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Heather Landgraf
change user import rules for slack integration
We are having an issue (is with support) where our user load is never fully completing because we have more than the limit of 1000 slack ...
  • 1 me too
  • 1 reply
  • Idea
  • Under Consideration
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
  • Planned
Photo of Dan Ahrens
Your input needed - what should go in Timeline?
Hi Community! As we continue to develop capabilities around Timeline, we wanted to get your feedback on how you would like to use it in ...
  • 2 me toos
  • 16 replies
  • Question
  • In Progress
Photo of Pele
Do merged accounts keep timeline entries?
If a Salesforce account records are merged, are the timeline entries from both accounts kept? I don't think it's possible yet to reassign...
  • 3 me toos
  • 3 replies
  • Question
  • Answered
Photo of Amanda Neil
Reactivation of activity type from Global level
When selecting the activty types from active to not active and then back to active from the Global set up, the re activation does not hap...
  • 1 me too
  • 2 replies
  • Idea
Photo of Shiv Kumar Katiyar
Option to change a Subject field in the Activity Timeline
We have a Subject field on the existing Log a Call in Salesforce that is a drop-down with our own custom values. The Subject field in Gai...
  • 1 me too
  • 1 reply
  • Idea
Photo of Irit Eizips
Enable mass edit the activity timeline object
We're redoing the way we categorize activities in the timeline. We are merging a few of the existing categories and getting rid of others...
  • 4 me toos
  • 1 reply
  • Idea