C360: Customer wants to find a way to post files uploaded via the Collaboration tab in to be posted to a customers Chatter feed.

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  • Problem
  • Updated 7 months ago
  • Solved
  • (Edited)

Customers initial question: Under the collaboration tab, one of my CSMs attached a document and I was hoping it would show up in the chatter feed on the account in Salesforce. How do I make this happen?


Addiitonal context: The user was able to upload the file on the Success Plan in the chatter area. However, we would now like that uploaded file to show up in the chatter feed on the account in Salesforce, not in the C360 section of salesforce, but on the actual chatter on the direct account.


Currently when you post a file to a under the Collaboration tab (in Success Plans) that file is only visible “to this CTA group” – there are no additional options to adjust visibility, and currently there is no way to modify this in Gainsight. The customer wants to point these Collaboration uploads towards the customers Chatter feed for them to access. Has anyone else attempted this?


For additional context this is from Zendesk ticket 27855

* please feel free to get in touch with me if you need additional context

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Dan Wiegert, Employee

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Posted 7 months ago

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