C360 Snapshot mimic the views on C360

  • 5
  • Problem
  • Updated 1 year ago
  • In Progress
  • (Edited)
Background: We've created an Executive C360 for their sponsorship calls that summarizes key information rather than being the detailed CSM version (assuming that's a common scenario)

Goal: We'd like to run a snapshot that mimics the same information in the same format we've provided in the C360. This way they can have this detail on paper at any point during their meetings if not directly in front of a computer (You know, the age old thing of true face to face interaction without screens? It's wonderful)


Issues: 
1) A) The C360 snapshot is pulling in views we're not utilizing and creating a prescribed view that carries useless information. See attachments for comparisons of summary (data not complete).. sorry for the scribbles
    B) Also missing other key sections besides scorecard. 


2) Success snapshots does not allow me to mimic this information either. Not finding much use.


If anyone has suggestions for this type of extraction and use case let me know! Would love to expand the customizing ability for snapshots.


Photo of Jake Smith

Jake Smith, Champion

  • 1,532 Points 1k badge 2x thumb

Posted 1 year ago

  • 5
Photo of Ruben Rabago

Ruben Rabago, Employee

  • 418 Points 250 badge 2x thumb
More than one of my customers is asking for this flexibility.  Would love to see some additional priority.
Photo of Dan Ahrens

Dan Ahrens, Official Rep

  • 24,802 Points 20k badge 2x thumb
Hi Jake,

One thought for sharing this information - a feature in our v5.9 release that came out this week is a new capability called Share 360 - (intro video & config guide) that will allow creation of custom views for internal or external audiences and does NOT require a GS license or even a SFDC license. 

Check this out and see if this helps you with your use case. It doesn't solve the paper printed copy, but can put the info in the hands of anyone with a laptop, tablet or smart phone (the Share 360 uses responsive design, so it's formatted nicely even on mobile screens). 
Photo of Jake Smith

Jake Smith, Champion

  • 1,532 Points 1k badge 2x thumb
We discussed that in our recent meeting. I think it's definitely a step forward, but figuring out a smooth way to extract is something we're still keen on.

Thanks!