Other CS Features
Share your questions and best practices on all other CS features here.
- 281 Posts
- 626 Replies
Admins can submit an idea for new solutions or to enhance the existing solution available in the Gainsight Sightline Vault. After you submit the Solution idea, a Gainsight representative will get in touch with you for more details and further process.Business Use Case:If you have created a solution in your org which you think that might help other Admins or CSMs, then you can share the idea with us. If you have installed an existing solution from Sightline Vault, and think that it can be improved, then also you can share the idea with us.For more information on how to Submit an Idea to Gainsight, refer to Submit a Solution Idea section.
The expectation is to change the Grid Color (Or Gray it out or something) once the Tracked Contact→ LinkedIn Profile→ Company changes. That would happen once the Account Field on the Sponsor Tracking Object (SFDC) changes. But When I see the Metadata of the Field, it shows that Account is a Master-Detail field and Reparenting is not allowed. So even if the Company is changed at Linkedin level, System would never be able to actually update the Account Field on Sponsor Tracking Object and may be because of which the change of grid color won’t happen. Please Correct me if my understanding is wrong.
Gainsight has introduced the following new feature and solutions in the Gainsight 6.21 release:Filter Solutions in Sightline Vault by tags, type of assets and publisher name to find the required solution. New Solutions Added in Sightline Vault: Advocacy Tracking, Sales to Onboarding Handoff, Welcome Email (Digital Led), Exec Dashboard, Sentiment Tracking, New Executive (Digital Led), and Executive Business Review (Digital Led).For more information, refer to the Gainsight NXT Release Notes 6.21 January 2021 article.
In Gainsight, is there a setting to view recently viewed accounts and/ or contacts, like there is in Salesforce? In SFDC, if you click on “Accounts” it shows you a list of all the accounts you were most recently working in. Also, at a previous company where I worked that used Salesforce, the most recent 4 Opportunities / Contacts / Accounts would could always be seen at the bottom of your home screen with hyperlinks into them. This saves time of doing a search for an account every time, especially when you’re flipping between the same accounts many times throughout the day. Is there a feature / setting for this in Gainsight, that would have the most recent accounts with hyperlinks? And if not, could there be?
In addition to application usage, our Scorecard (2.0) contains manual measures that are more internal. Unfortunately, we cannot display this scorecard in the Share C360 since we would like to show the customers only application usage and score.We know that we can create different scorecards and switch between them for one account but C360 and S360 scorecards have to be the same.Of course, we could create a report/dashboard based on scorecard data and show this in the S360. I wonder how others have dealt with this… In its simplest form, even if we would not mind sharing all the measures with our customers, it it possible to hide the comments from the Share C360 (in scorecard 2.0)? Thanks!Lyne
How does the GS assist plug-in work?Does the plug-in work exclusively on the entire email address of a client? Is it possible to map just the domain? We are emailing some clients that are not our primary POC's and as a result, emails are not getting mapped correctly.
Hello,Using Gainsight Assist on Outlook.Once an email is logged to a timeline, is there a way to change the company or relationship?Thing is our Company/Relationships are frequently changed because of the number of customer we are working with and their hierarchy can change a lot.
Currently when someone copies and pastes text in Gainsight (from one objective CTA description to another), it does not recognize bullets or other formatted text. Is there an enhancement coming for this? I am sure this has been raised before but not sure where I could find the discussion on this topic.
We can add posts describing the solutions submitted by customers, and ask community members to ask questions or share how they customized the solution for their business. We can also post challenges to the community to generate new solution ideas. Currently this category is only visible to community Admins and Moderators. We can add new posts here and only we’ll be able to see them. When we’re ready, we can change the access to make the category public.
Hello Gainsight Admin community!Here I’m presenting a workaround to insert two PIE charts from Gainsight reports into one slide in the Success snapshot export.Common problems that Admins often encounter while inserting PIE charts in one slide are the following: The size of the PIE chart is pretty small when two charts are placed side by side in one slide of success snapshot Sometimes even when one PIE chart is placed in one slide of success snapshot the size of the chart is still small and not as expected Here is a 5 min video Watch video here explaining how you can place 2 PIE charts in one slide without compromising on the size of the chart as shown belowHope this is helpful!Comment below if you have any questions. Happy Gainsighting :)
Hi , We have made a connection from Zendesk to Gainsight and it is working fine .There are few fields in GS org which are not in Zendesk org , So we would like to update the data from GS to Zendesk , is there a way by which i could update a few fields from GS to Zendesk?
Hello, We have added the Gainsight NXT widget as an iframe to our Salesforce Lightning platform to the account page. However, the view which comes out is not ideal (attached). It is too much zoomed in and the complete view of a section does not display properly unless the browser resolution is changed to 75% or less. Can the widget configuration be changed such that the Gainsight section view changes dynamically upon browser resolution change, screen size change etc
I’ve been looking at the Zendesk Widget documentation found over in the Gainsight documents portal here: https://support.gainsight.com/Gainsight_NXT/Connectors_(Horizon_Experience)/Sightline_Integrations/Support_Systems/Gainsight_widget_in_Zendesk It suggests going to the following link and using the installation instructions: https://www.zendesk.com/marketplace/apps/support/70359/gainsight/?q=mkp_Gainsight The install instructions are as follows: Getting startedVerify you have procured the Gainsight licenses for the intended users of the app. Sign in to your Zendesk and install the new Gainsight app. In Gainsight, go to Administration > Integrations > Customer Support > Zendesk; Turn on the integration. Enter your Zendesk subdomain and follow the steps on screen to enable the connection Enable sync and choose a preferred sync time for the daily syncOn the third step it says to go to Administration > integreations > Customer Support > Zendesk but this isn’t something
Hello Gainsight Team!I have some questions in regards to some product updates that might be in the pipeline for the near future hopefully!First, is there an update on when Gainsight will allow for history tracking? This would be useful in my use casesSecond, is there a plan to allow for MASS CSM/Account Managers/ Etc changes on selected accounts? Often times someone leaves the company and they want to split accounts to two CSMs, etc Thank you all!
I have 2 things I am trying to solve for when working with a Case linked to a CTA.I have linked a SFDC Case to a CTA from within SFDC but I do not see any case data on the case tab to indicate I have linked a case. If I click the link “Click to view salesforce record details” it takes me to the correct case so I know it is linked. I’d like to see at least the case number under the case tab (see below.) I want to add a token from the Case linked to the CTA to insert the Case Number. I have inserted the best token option I could find in the template builder but it populates “0” when the email sends. Thanks in advance for any assistance.
We are looking to use Gainsight to track all activities, meetings, notes, accounts and account contacts (multiple accounts and contacts) for our CAB and Focus Groups all in 1 place. Has anyone used Gainsight for this and if so please share how you did it!
Is there a way we can bring in a “Quick Feedback” feature for our emails?Something as simple as “Was this useful ?” and a Thumbs-up and Thumbs-Down buttons? (see below)This will be very value able to collect feedback from Customers on the content we are sending instead of a survey.- Desi Narayanan
Can we set a 'default' timeline entry type at the user level when logging activities from calendar integration?
Hey Team, Working with a customer and we find It would be highly beneficial to allow a user to set their 'default' timeline entry type when creating an entry from the calendar integration. Would this be a possible enhancement?
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