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Can we customize button on opportunity List View in Customer 360 which navigate to salesforce Flow

Can we customize button on opportunity List View in Customer 360 which navigate to salesforce Flow.Current there is a new button which opens the model/pop-up to select record type later which take us to opportunity Creation screen. Can we change it to launch Flow on click of Add Button. @anirbandutta

Share Insights and Best Practices

aaronhattonHelper ⭐️⭐️

Onboarding Gainsight CS – How We Maximized Our Greenfield Deployment

Implementing Gainsight CS from scratch is both an exciting and complex challenge. At PVcase, a leading solar energy software provider, we had the unique opportunity to deploy Gainsight CS in a greenfield environment, meaning we had no existing customer success platform to migrate from. This offered both freedom and responsibility so that we could design the system exactly as we needed, but we also had to ensure it met our business needs from day one, exceeding the expectations of many in our teams.We’re about 4 months in from full deployment, and so I wanted to create a quick post that walks through our approach to a successful deployment, the challenges we overcame, and lessons learned that could help others in a similar situation. Understanding Our Starting Point: A True Greenfield DeploymentAs an ex-Gainsight employee, I was tasked with leading this deployment. PVcase had no prior CS tool, meaning our processes were mostly manual, siloed across teams, and we as a company lacked a c

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As a Gainsight Admin, if you want to track milestones using Rules Engine, these are “Manual Milestones.” As a Gainsight User, if you want to log a milestone to timeline manually, these are “Manual Milestones.”Issue: Manual Milestone types assumes that 1) the admin needs it for logging to rules engine AND 2) the user needs it to log manually to timeline. Turning “on” a manual milestone automatically makes it visible/accessible to the user in Milestone Type picklist on Timeline.Why this matters: There are milestones that I want to automatically log for my CSMs, and I have to use Manual Milestones for these. However, a CSM should ONLY see milestone types that THEY are responsible for logging to timeline manually. They shouldn’t see the milestones that I’m already automatically logging for them using Rules Engine.User Stories:As a Gainsight User, I only see the Milestone Types that are relevant to me when logging a manual timeline milestone. As a Gainsight Admin, I am able to configure whi

sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

Set display options for manual Milestone Type in TimelineNew Idea

382

Hey - In the backend control for Community - if there was an embedded widget that would recommend “Best Answers”, to help community managers mark best answer on questions within their own community.

ahamburg9Helper ⭐️⭐️

Community AI - Best AnswerOpen

Currently, the search bar in the PX bot only indexes the titles of articles written directly in PX. This requires us to intuit how users will search for content and title our articles accordingly, or jam every possible search term they would use in the title. External searches (ex: Google, Salesforce, Zendesk, etc.) index both the title and content of the articles; However, there are limitations there that prevent us from going that route. Also, it just feels like it would make more sense for the content we’re building directly in the app to be more searchable by the app’s search function.

allandContributor ⭐️

Index PX article content for the PX bot search barParked

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2 hours ago

ErikaContributor ⭐️

Option to Edit Text on Count from Recommendation BotNew Idea

When using the "Recommendation" feature in the Bot, a prominent number automatically appears after the Title (showing the total number of articles, engagements, and/or links that are added). This number can be confusing to end users.It would be great if we could display wording instead of a number.It would also be great if we could use the Recommendation section without having to add articles/engagements/links. This way, that section could be used to draw attention to new information/highlights/announcements. Customers viewing the Recommendation do not understand what the (2) means.The Recommendation section is attention-grabbing and could be very useful, but we recently opted not to use it during an update of Bot content because the # was so confusing/distracting.

3 hours ago

jadkins.iiqContributor ⭐️⭐️⭐️

Unlimited Categories for PX/CC IntegrationNew Idea

Our Customer Communities Categories are broken up in a way for our customers to easily find what they are looking for depending on module, app, role, set-up and everyday use. We recently ran into the issue that we could only connect 68 categories using the integration. We will like to see this updated - as our product grows, our categories grow. With the limit of 68, KC Bot will only be able to search a fraction of those categories.

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3 hours ago

sshroffGainsight Employee ⭐️⭐️

All About Pulse

Gainsight Admin Happy Hour @ Pulse 2025

I’m thrilled to share that, for the fourth year in a row, we’re kicking off Pulse with the official Gainsight Admin Happy Hour!Join us to connect with fellow admins who truly get what your day-to-day looks like and who you’ll be seeing all week long. It’s the perfect way to start Pulse with new and familiar faces, good vibes, and great conversations. Appetizers and beverages are on Gainsight—just bring yourself!📅 Date: Tuesday, May 27th🕔 Time: 5:00–7:00 PM📍 Location: The Landing Pad at Brooklyn Bowl, The LINQ Promenade🔗 Register hereHope to see you all there - cheers! 🍻

1624

10 hours ago

JulianGainsight Employee ⭐️⭐️⭐️

Exports

Overview of exports and their content

There are several tools that can be used to gather data from your community: CC analytics tool, Google Analytics, Omniture, Coosto, Tracebuzz, Buzzcapture, and many more.These tools can also be used to compare your community data to your other social channels and website. This document focuses on the process of how to create a report based on the CC analytics tooling and gives a brief description of data that can be derived from Google Analytics. If you work with other tooling, please consult your Community Consultant. CC analytics toolThe CC analytics tool can be found in your control environment in the navigation on the left side of the page (see figure 2). On the export page you’ll find a variety of downloadable exports. It is possible to get reports of the activity by exporting report files of a specific timeframe. There are 8 different exports: Post Topic Private messages User Moderator action Login Mark as answer NAME DESCRIPTION ANALYSIS EXAMPLES Post export This expo

95711

11 hours ago

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584 topics

Himanshu KarnwalContributor ⭐️

Can we customize button on opportunity List View in Customer 360 which navigate to salesforce Flow

L.LContributor ⭐️⭐️

How to identify a specific segment of users

Could someone help me with some tips on how to identify a specific segment of users of a product who are members of the community? Currently I need to extract the list of community members and the list of users and compare them which is very manual and time consuming. Is there any more practical way of obtaining this information accurately?Thank you!

16 hours ago

jberberichpaycorContributor ⭐️⭐️

Gainsight Assist - Company/Client Options

Is there a way to differentiate between a Company and Child account when using Gainsight Assist in Outlook?Companies that have the same name as a Child account are not able to see which option to select to tie the email to the proper Company timeline.

764

23 hours ago

BritneyZhouContributor ⭐️⭐️

Automatic way to push items from Zendesk into Gainsight?

Hi Gainsight community! My org is trying to find a way to automatically import ticket (emails) from Zendesk into the Gainsight timeline. Currently, our agents are manually forwarding to the Gainsight timeline via the forwarder email or using the widget in Gmail. We have contacted Gainsight support as well and no luck there about the integration. Hoping to see if anyone is in a similar situation or any ideas on how to automatically get Zendesk’s tickets to be logged in Gainsight timeline. Thanks in advance!

478

4 days ago

Laurenseife

Applying global search within KB

Am I using this wrong? When using the search while in the KB format, I am only able to search within documents within that category. Is there a way to have all searches work the same across all pages?

101

5 days ago

mcubbageContributor ⭐️

Customer Success: Gmail + Mail Merge +Gainsight -- New to this

Greetings! I’ve been a Customer Success Manager for years, but never at a company that uses Salesforce and Gainsight. I have used Salesforce, but not Gainsight. I am excited for its potential - but have some questions about how to use it efficiently. As I delve into Gainsight, I am seeing that you can use a gmail plug in to help log communications to a customer’s timeline or manually add it yourself. That’s great!I have also learned that a lot of email campaigns come from the journey orchestrator. If I am sending my particular list of customers an email in Gmail and want to utilize mail merge - this would be something outside of the Journey Orchestrator as I do not have admin permissions to create campaigns - what is the most efficient way to get those emails on a customer’s timeline? Would that require manually logging each one?

684

7 days ago

im4tideContributor ⭐️⭐️⭐️

Issues with a few users accessing Gainsight Assist Outlook App after MS Admin permissions

Hi folks,Getting desperate for some solutions and thought I would crowd source to see if any of you had this issue and had resolved. We all know that the last release had some changes that required MS Admins to approve permission for the Gainsight Outlook App. That worked like a charm for most of our Users. However, I have 4 Users that we cannot get to make a connection with the app. Out CIT has uninstalled Outlook and the App, validated all the versions and we are having no luck with these users. It isn’t even connecting enough to get to a screen where they could sign on. My low tech skills tell me this isn’t an App Issue , but probably something specific to their network credentials , but we are at a loss and they are weeks behind in being able to log emails.

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7 days ago

FMEEvangelistHelper ⭐️⭐️

API Handling of Spaces in Custom Field Names

I’m using the API to delete (remove the contents of) custom fields for users who are banned. So I can use something like this:https://api2-us-west-2.insided.com/user/12345/profile_field/CompanyThat works fine. The problem is that we have a field called “A bit about yourself”, which obviously has spaces in there. How do I encode that in the URL?! I’ve tried:api2-us-west-2.insided.com/user/12345/profile_field/A bit about yourselfapi2-us-west-2.insided.com/user/12345/profile_field/A%20bit%20about%20yourselfapi2-us-west-2.insided.com/user/12345/profile_field/A+bit+about+yourselfapi2-us-west-2.insided.com/user/12345/profile_field/AbitaboutyourselfAnd none of these work. The “Abitaboutyourself” returns a field doesn’t exist message. The others all return “{"message":"no Route matched with those values"}:” (404 error).Does anyone how a clue how these are meant to be formatted? Or am I out of luck and it just won’t work?!

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7 days ago

justin.bakerContributor ⭐️

How to Create a CTA to trigger a playbook

We need to creata CTA that triggers a playbook, when a specific case record is created in SFDC. Having trouble setting up in Rules engine.

893

11 days ago

adamsrContributor ⭐️