Load Attachments in SFDC to Gainsight C360

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  • Idea
  • Updated 5 months ago
In Salesforce there was an option to load attachments and relate them to Opportunities or to an Account but It will be displayed at account level (even that are related to opportunities). Salesforce has made this as a custom built so if an attachment is linked to opportunity are also displayed in that Account (that is related to that opportunity)

But if we load this into Gainsight and when we try to built this as an report and link it to C360 in Gainsight, the attachments that are only linked to accounts were displayed but not that are linked to opportunities.

Can we make this an enhancement where we can display the attachments of opportunities also  in the account level i.e, in C360 page (similar to Salesforce functionality).
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Prathap, Employee

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Posted 5 months ago

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