Clickable object record links from C360 sections

  • 2
  • Idea
  • Updated 1 year ago
  • Under Consideration
We have multiple sections on our C360 for different Salesforce objects including opportunities, cases, and contacts. It would increase efficiency if the opportunity name, case name or number, contact name were clickable links that took the CSM directly to that page in Salesforce. 
Photo of Martha Stuart

Martha Stuart

  • 966 Points 500 badge 2x thumb

Posted 1 year ago

  • 2
Photo of Azhar Uddin

Azhar Uddin, Employee

  • 4,136 Points 4k badge 2x thumb
Hi,

You can always click on the Eye/Preview icon we have on the last cell of the grid that will take you to the standard salesforce page.


Thanks
Photo of Martha Stuart

Martha Stuart

  • 966 Points 500 badge 2x thumb
Hi Azhar! Yes, we currently use this functionality our CS management and reps would just like to see the name clickable as well. Also, in the report detail on the Gainsight tab.