Conversations

Conversations 1 - 20 of 23
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 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 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 Mahara Scholz
Timeline report by time
Is it possible to create a report based on the time that an activity is being added to the timeline? Eg. I'd like to know if there is a t...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Mark
How to configure the Features section in C360
I'm looking for instructions on how to configure the standard Features section in the C360. I don't see any configuration settings in it ...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Shannon
Gainsight Sally - doesn't always return results on customer name
We are using Sally to look up details on customers and the more of the actual name you type in the less likely Sally is to find it. What ...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Jackie Cofield
What data from LMS are others putting into GainSight?
Hello, interested to learn what data points others are putting into gainsight from LMS (we use Docebo). Some ideas we have are: # of acti...
  • 1 me too
  • 1 reply
  • Question
Photo of Ky Powell
Is there a way to do Org Mapping from within Gainsight?
Currently we use Salesforce to do Org Mapping but there are a lot of restrictions. Is there a way to do org mapping like this in Gainsigh...
  • 3 me toos
  • 4 replies
  • Question
  • Acknowledged
Photo of Puna
Custom Search Parameter
Is it possible to have Sally's "Summary for ...." search be based on something other than Account Name?  We use an internal ID to referen...
  • 3 me toos
  • 3 replies
  • Question
  • Archived
  • Merged
Photo of Lokeshraovn
Integration with Zuora Subscriptions
Hi, Has anyone done Gainsight and Zuora Integration and get the subscription data from Zuora to Gainsight. Any insights on this will be...
  • 1 me too
  • 1 reply
  • Question
  • Acknowledged
Photo of Tony Tao
Help Wanted: Set ARR on customer tab with multiple opportunities
Hi,  We have multiple opportunities that can be recurring revenue and need to create a rule to update AAR on the customer tab.  Any adv...
  • 2 me toos
  • 2 replies
  • Question
Photo of Hitesh
[X-Org Migrate]- Fields of a success plan type are not migrated
When we migrate the success plan type to target org, migration tool doesn't migrate field configured in success plan type.Tested locally ...
  • 2 me toos
  • 0 replies
  • Question
Photo of Alma Ramos
Sponsor Tracking: What if the customer does not have a LinkedIn profile but needs to be tracked?
Can you only add a contact to Sponsor Tracking using their LinkedIn profile? What if the contact doesn't have a LinkedIn profile, would t...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Johnny Burtchaell
Load to Features from MDA
Will we ever be able to Load to Features from the MDA?
  • 1 me too
  • 4 replies
  • Question
  • Answered
Photo of Jahnavi
Salesforce Validation Errors in Gainsight
Hello Team, I have two fields, one picklist and other text field. My use case is that if use has selected a particular value then the te...
  • 3 me toos
  • 2 replies
  • Question
  • Acknowledged
Photo of Ryan Flynn
Which apps are Gainsight customers using to visualize your customers' organizational charts and maps?
I am wondering which apps are being used by GS customers to visualize your customers' org charts and maps? There are a few to choose from...
  • 6 me toos
  • 3 replies
  • Question
  • Answered
Photo of Katerina Nemcova
How can we operationalise customer lifecycle in Gainsight
(as we a relatively new to Gainsight and just started this year) I'd like to build our customer lifecycle in Gainsight with the different...
  • 1 me too
  • 0 replies
  • Question
  • Acknowledged
Photo of Heather Hansen
Sponsor Tracking: View Contact
Is there a way to add a field to the Sponsor Tracking section that will just let you view the contact?  Or a way to include the eyeball? ...
  • 1 me too
  • 1 reply
  • Question
  • Acknowledged