Solved

3 Posts

S
SatwikRegistered User
asked in Gainsight PX

How to fetch insights from Gainsight PX to Salesforce?

Gainsight is integrated with our Web Application. I want to fetch all the insights regarding the user usage/scorecards etc from Gainsight PX to the Salesforce account. I’d like to know the best way to go about it. 

3
link_black
Gainsight Employee: MVP
2 years ago
K
kayladushanekRegistered User
asked in Gainsight PX

Assistant in Real Time (like "Clippy")

It would be awesome if the tool could "pop up" with suggestions when someone is completing a task (specifically during first couple of week? that they become an administrator). For example, if someone is completing Task A, the associated workflow would pop up "I see you are creating Task A, would you like step by step instructions". The user could then choose to snooze or disable to pop ups.

3
harshibanka
Gainsight Employee: Veteran Rookie
2 years ago
L
lucasRegistered User
asked in Gainsight PX

Force a drop-down menu to expand with "next" click

I'm having a usability issue that's making it very hard to use PX for guiding a user through a very basic tour. Here is a video overview to explain: [video]https://www.youtube.com/embed/Hnk2tZ3I5sc[/video] Basically I'd like to setup a 2 step guide here: [list] [*]Step 1: Dialogue [list] [*]Next Button [list] [*]Navigation: Opens my drop-down menu from the top-navigation [/list][/list] [*]Step 2: Tool-Tip [list] [*]Points at the second item in the drop-down [/list][/list]However, it doesn't seem like I can force a drop-down menu item to open from within PX. Instead I'm having to do the following: [list] [*]Step 1: Dialogue [list] [*]Next Button [list] [*]Navigation: Look for next element [/list][/list] [*]Step 2: Hotspot [list] [*]Overlaid on top-navigation button [list] [*]If user clicks on hotspot: [list] [*]Hotspot disappears [*]Sub-menu does not open [list] [*]The user now must click on the sub-menu in order to see the tooltip (Step 3) [

7
mikewohlwend
2 years ago

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