Abilitty to have organization charts and share them as a part of the Success Plans

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Is there any plan to have organizational charts to share within the Success Plans?
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Amanda Neil

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Posted 4 months ago

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Lila Meyer, Official Rep

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Hi Amanda,

I believe our product team is working on org chart functionality for the 360 Person section, but I'm not sure on the exact timing. You could then share the 360 layout with users.

But maybe you can tell us more about your use case for org charts in the Success Plan?

Thanks,
Lila
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Amanda Neil

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Thanks Lila, sure.  So today during our customer business review we provide our customers with a vmware organizational chart. It would be great if the CSM could export this information into their ppt or add it to their success plan.
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Dan Ahrens, Official Rep

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So Gainsight does have the ability to embed a page, which might be useful in this case. If you use an online storage platform like Box.com, that would be perfect, as we've documented how to embed a Box.com page: https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/Examples_and_Tutoria...

Here are some more generic details on how to create an embedded page section - you can embed any visual force page and most simple URLs: https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/Admin_Configuration/...

Here's a demo of doing exactly this in a demo org and using a sample graphic:

(Edited)
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Amanda Neil

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Hi Dan,
I tried implementing an embedded page (Tableau ) and this did not work.  Followed the directions you provided but all I receive is a blank page.  Any insights on this would be appreciated.
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Dan Ahrens, Official Rep

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Would it need to be a Tableau page or could it just be a static document?
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Amanda Neil

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It would need to be something that we could edit once selected so not static.  The issue with Tableau is separate which we can discuss later, don't want to confuse this issue with Tableau
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Dan Ahrens, Official Rep

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If you are embedding a Tableau page, you have to follow the instructions found here on Tableau's site to create a special page for embedding: https://onlinehelp.tableau.com/current/pro/desktop/en-us/shareworkbooks.html

Here are the steps:

Generate share link in Tableau:


Paste that link in the Configure Section > URL area:


Tableau appears in C360: