Topics started by smathew4
Hello,I am looking for a way for our Users to quickly edit a custom Company dropdown field. I thought the Attributes or Summary section on the C360 was the way to go, but I cannot add Company fields here (only Account and Customer). Any suggestions? On SFDC version.Gainsight support suggested having the User go to Data Operations, but it is not a viable solution to give all Users Admin rights and access to Data Operations.
Hi all,I am pushing to a Slack channel when a Timeline Activity of a certain type is created. I would like to include a URL for the user to click through back into Gainsight and the Timeline Activity. I can’t see any information on how to generate this URL. (For example, as a Salesforce Admin, it’s easy to create a Salesforce link by adding the record ID to the end of a standard Salesforce address)Does anyone have a suggestion on how I can do this? I am currently querying Timeline through the Rules Engine, and pushing to an External Action to get it into Slack.Thanks!
Does anyone have a workaround for this bug? I am trying to create a record on a custom object by using the Add button on the C360 related list. This is the error I am receiving. I assume the code is looking for a field called AccountId, but since it's a custom object, this field does not exist. Any workaround or thoughts? Here is the error message “No access to field AccountId. Either the field was removed from the entity or access to this field was removed.”
Clicking "Add" on C360 Related List take you to SFDC Classic, even if you're in LightningImplemented
Hello, When I am in the SF Lightning experience, and click on 'Add' on a C360 related list, it takes me to a record create page, but in Classic. Is there anyway I can default this to always open in Lightning?
Hi everyone! We have a use case where some account types have child accounts which do not have their own score. In these instances, we only track usage and generate scores at the Parent level. Is there a way we can assign the score of a parent account to its child account(s)?
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.