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It seems that Success Plan templates can not be built with playbooks within the Administration tool. It would be nice to be able to assign playbooks to templates as you're building them out and not have to assign playbooks to templates individually once they're built

When a non-required SFDC picklist field is edited within the GS UI, you are not able to change the field back to null (in SFDC you are able to change a picklist field back to null once a value has been selected and saved). SFDC picklists should work the same between SFDC and the GS UI (this is especially useful for Attributes pages and Success Plans).

Hello, have an idea I would like to share with the community. We have dashboards with all tabular reports, and were thinking that it would be great to be able to mass export all reports into one single workbook, with different reports on different sheets, to save us time doing this manually.

There are times where there are more than one success plan for our customers. Right now, the view seems to default to the first success plan on the dropdown list. We'd LOVE it if the success plan view was STICKY. So if a CSM was working on Success Plan #2 and had to refresh their page or go back to the success plan the next day, it would show Success Plan #2 instead of going back to display Success Plan #1. This would mean less clicks and less waiting to load the success plan, which we know means saving time and money! :)

In programs, logging emails to Salesforce requires a contact id. It is indicated within the help text but the system will let you let you select the option without mapping a contact id. My request is to prevent you from selecting this if you don't have a contact id.

Please, add a possibility for banned users to send an unban request to Admin (with a field for apology text). Now if user banned, he cannot contact any admins and cannot ask for unban. We believe that people may change and that is why we think that banned people must have a possibility to apologize for unacceptable behavior on the Community.

Please, add a feature that will show user similar questions on the step of creating a new question. It is important because sometime people don't use search function. In this case user may start typing his question in the subject of the topic and on this step Community will show to user similar questions. User may find out that his question is already exists and won't create the same topic. He will go to the topic and find out solution there.

Please, add a possibility to sending a feedback from any page. Usually there is a link "feedback" at the bottom of the page. Clicking this link opens a modal window where user may contact administrator by filling in his email and text. It is important because sometimes users don't want to create a new topic as Idea. It is easier to send a quick message to administrator. Also, it is a good way to contact Admin if you have any problems.

Please, add a possibility to filter topics in search results section. It will be very convenient to have this possibility in order not to look through all found topics but see only necessary topics. What filters may be used? Solved/Open topic Type of topic: Idea, question, conversation Dates

One of my customer (Lara Farlow) from the company (Tableau software) is trying to get the report to differentiate between timeline activities that are tied to a success plan objective and standard timeline activities that were logged through the timeline. Below is the screen shot to try and help explain. Here is an example Screenshot (https://cl.ly/e6e59ae43092). This call was logged so that it was associated with the objective "build a center of enablement". Here is the report ( (https://cl.ly/888539a92f2f). Ideally, we would like to be able to distinguish the activities tied to an objective, right now they are all grouped together. Our end goal would be a report that showed all of JP’s activities associated to success plan objectives. This would allow us to say he has completed 10 calls that were directly related to success plan objectives.

We have some CTA's that fire to provide insight to our customers. These CTA's, once discussed with the customer, can easily become a part of our overall Success Plan. It would be great if there was a 'migrate' feature that would allow you to move the CTA to a Success Plan resulting in the CTA type now being an objective within the Success Plan. 

We are looking to distribute Gainsight to more users within our org. using the 'Limited License' permission set. To help simplify the roll-out, we want to simplify the number of reports that are available within this view using a custom C360 layout as they do not need the same extent of reports as those who use Gainsight as their primary tool. It would be great if we could assign the layouts based on the 'Limited License' permission set being enabled.

Hi, I would like to ask if their are any plans to provide a function in the control environment which allow to fully switch off the function to attach files or videos to the Community? Thanks, Claudia

Right now in regards to the participant query in an Advanced Outreach, you can only modify the schedule. It would be awesome if you could tweak the query as well.

Right now you can 'knock off' a participant but the contacts remain in the AO reporting. This is deceiving and can be somewhat alarming when you check participant activity. For example, my query looks at the last 3 days to account for actions that may occur on Friday so they can get an email Monday. If I have to make changes to the AO, I need to adjust the schedule so new contacts aren't brought in, clone it, sync participants, and then go down the line to kick off anyone that had already entered the original AO - up to 3 days worth of participants. I had to one-by-one kick off 19 out of 24 contacts that would have otherwise received the emails twice, and now those 19 contacts forever appear as an entrant.  I'd like to be able to permanently delete participants so that these contacts are not in the reporting - especially if it's before it's even published.

It would be great if we could have a visual representation of a template's performance within a Program, specifically, being able to see the template with the number and percentage of links clicked for that Program.

One reason my customer is hesitant about using Timeline is that of the lack of @mention capabilities on the Timeline. As there can be multiple stakeholders, it is important for them to be informed when an action is needed of them. Can the product team provide an ETA on when this feature will be available?

Can we start tracking what user creates a JO Program? We have users that create test JO Programs all of the time in GonG and have no way to track who is doing it.

Every time I use the left hand navigation bar I get confused with the Cockpit and Timeline icons. The cockpit is a clock and the timeline is a list, but it seems like these two should be swapped. Timeline has a clock indicating time and the cockpit has a list view that mimics the view you get when navigating to that part of the platform. Wondering if I'm the only one who feels this way.

I am trying to join data from an MDA table to a Salesforce object, though it doesn't appear that I can actually join MDA data with a salesforce object using Data Spaces. Is this correct, or is there another way I can do this?

Right now, in a Survey model program after a participant moves along the non responded path, you can only create a CTA or send an email. I was working with a customer where they wanted to also close the CTA. Seems like only one option can be used.

Currently in the Gainsight product, help center is centralized across all Orgs. The request is to add the customized content within the help center in Gainsight product so the reps have easy access to it. So, the request is to change the centralized help center to customized one.

It would be great if I was able to see which release version my production environment is in at any given time. The area that springs to mind for this purpose is the Gainsight 360. I am a Gainsight Admin without access to the Salesforce Setup page, so this information is currently unavailable to me without contacting one of our sfdc admins.

As an Admin, I'd love to be able to sort the rules that we have by scheduled time. I understand that the filters are now available in list view, but it would be great to see the sequence of rules in the place where we revise them. Timeline View is not very useful because it's just a snapshot of a certain time period. It seems odd to have to go to Gainsight Analyzer to see my schedule of rules for the day (still not the most intuitive). I think this would be extremely helpful!

When I run a report that breaks a particular object (i.e. support cases) down by categories, I still need the sum total to appear somewhere on the graph Rough examples attached.