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We would love the ability to link a CTA that is created in Gainsight to the Opportunity in Salesforce. Currently, the only option is for the Opp to be linked to the CTA and have it only appear in Gainsight (and not in SFDC).  The use case is: When a CSM creates a CTA in Cockpit and logs a task, that does sync to Salesforce and appears in the Activities section, which is great. However, the issue is that the log in SFDC shows that the "Related To" field is whatever that CTAs name was. Instead, we would want that field to be synced to the correct opportunity in SFDC. So, for example, a CTA was created with a name of  'Opt Out Tomorrow'. The activity/task would be logged in SFDC with the "Related To" field = 'Opt Out Tomorrow'. However, there is no way to tell what opportunity within the account this is for. If, there was a way to sync this to the correct opp, so for this example, the "Related To" fieldin SFDC would reference the opportunity of "Renewal 1".  We need th

Hello, When we originally onboarded with Gainsight, we set something up so that a few members of our team automatically get emailed copies of the rule results, copilot outreaches, etc. Now I'd like to remove someone from that list and I don't remember how we set it up in the first place. Can someone remind me where I can customize who receives these emails?  Thank you, Dallis

On behalf of customer,  When I attempt to select a dataset, I receive a severely limited list of options to choose from. I'm not able to see which dataset is which, and therefore, I'm unable to select the appropriate one for my desired action. The dropdown needs to be wider, and there needs to be a hover tip to display names that are truncated (regardless).

Throughout the platform there are little differences in terms for things that suggest there is no style guide or standards for the way things are named. I like to call this the CTA Group Problem. Here are some examples: The page title on Report Builder is Reports 2.0 For date filters in reports FY is Current and Previous, Month is This and Last, but also "Current and Previous", Weeks are also This and Last.  FY, FQ, CY, CQ are needlessly confusing as abbreviations and make the dropdown search difficult to use.  In reports, Calls To Action have "Assignees", but in creating playbook tasks I can assign the task to the "CTA Owner". It seems like Success Plans have owners and CTAs should have assignees.  Consistency would help with usability, I'm always guessing when navigating menus which thing I'm looking for, "Is it This FY or Current FY?"

Posting on Behalf of a customer. Its found when adding an additional attribute, such as adding an attribute for "People", not all existing records gets updated to have the new attribute to be filled in. Its confirmed by dev that historic update isn't supported and only rows upserted the day of the addition will get the updated values. This makes it hard to make the data hard to work with if new attribute isn't completely filled in.

I have a customer who wants to add a new section to C 360 that will read data from the custom object. But currently we have only two objects((Account and Customer_info)) to choose fields from. It would be really helpful to choose custom object fields along with default two.

Often times I am in a CTA that is tied to R360 and want to look at the existing Timeline information tied to my R360. It is blank. I have to click on the R360 link then to go timeline in order to view all activities. I like that I have the ability to create a timeline entry from CTA and it logs it as "CTA" but I am not able to see all timeline activity within my CTA timeline.

I have a requirement where the user is looking for a way to migrate Advanced Outreaches from their existing Prod instance to a UAT environment. @Gainsters # Let me know your thoughts on this.

I have a customer that brought up a great idea for Gainsight search.  Right now we cannot search for an account in Gainsight with the SFDC ID, I know that the ID is not created by Gainsight but searching with the SFDC ID would be beneficial after certain rule runs that do not give the name of the account that the rule ran for. 

This may be a unique situation and I am not sure how many more features will be added due to the introduction of advanced outreaches but I'll add it here just for visibility. Right now, when using the "Create Outreach" off of a already triggered outreach it automatically adds a filter for the batch id(outreach id) which is fine, but the idea here is to add a option to only look at the last execution. The fix to this would be to add a triggered date = day of last execution but it would be nice to have the possibility of doing it automatically.

Hello, a similar question was posed earlier but is there a Gainsight API available that could read MDA table data and be integrated within another service within my organization, similar to Gainsight Sally

Could we add functionality to allow users to add fields to the Company object from within Gainsight Connect? I have a bunch of custom fields I have to create on the Company object and this requires me to go into Data Management and manually create them all before going back into Gainsight Connect to map them. It would be nice if we could create a UI within Gainsight Connect to create them on the fly when setting up the mapping.

Hi There, I have got a request/issue wherein when customer is trying see the data while clicking on the bars of bar chart the data is not appearing and when he expands the window the data appears. I have been said that this is a product limitation, post it as an enhancement. Thereby I have created this post.

Please prevent end-users from modifying objective scorecard measures.  These should only update when the underlying data changes, and not by an end-user.

We would love to be able to add a widget to Advanced Outreach reminder emails that contain a counter to when the survey closes.  Essentially, the AO currently allows us to do the reminder email at set intervals/repetitions with the same template (I know the AO has been expanded to allow us to add more emails, etc, but still).  Having something we can insert with a countdown would make that repeated email relevant each time it's sent. 

Just like you can in the user side c360 I would like to see the shared c360s have the same ability to check a box to see the child account information in charts, etc. 

When my task doesn't find the file I get a error that doesn't let me troubleshoot on my own. Can we make it to say file not found? Ensure directory and file name are accurate? For those curious of what a working one looks like, below image is for a file placed into the input folder of my dev's provisioned S3 bucket.

For background, we run a series of one-time Advanced Outreaches, one after the other. We have contacts that may be attached to multiple types of accounts, which we define in our Power Lists. Essentially, we don't want to send the same customer multiple NPS surveys because they're on multiple accounts in different segments (Power Lists). Currently, the best way to exclude contacts from an Advanced Outreach is to manually put in a CSV of contacts we've already reached out to in the previous AOs in the series.  It would be awesome if we could select another Advanced Outreach as a list of contacts to exclude from the current AO.

With the number of standard and system objects rapidly increasing with monthly releases, it would be helpful to have a description for each of those objects. As you know, these objects are not editable, and therefore, we are not able to edit the description ourselves.  Per my personal perspective, done right, the description should help users understand which objects they might be able to find the data they are looking for. In addition, from an Administrator perspective, one should be able to read the description to quickly understand the difference between the system/standard objects and what is the purpose that each of them serve.

I created a new demo org and had the option on some reports to export the report to email. After clicking the export icon (attached) it did not give confirmation of doing so. This runs the risk of a user exporting multiple times without knowing the report has been sent.  Can we add a confirmation pop up to confirm that the report should be exported?

I am adding more and more reports to my different Layouts and found that if there is a small amount of data displayed, the container does not resize causing a fair amount of wasted white space. There should not be a minimum size for these containers and it should resize to reduce white space on the page.

Would be great to add Data Spaces reports to the C360.  Is this a feature enhancement coming soon to this awesome new feature? Case in point: have created a data space for a Team related to my custom object.  However, I can't show a report I built on that data space on the c360.

At support, we often get requests to reset password in the control environment and I believe reseting password can be easier and faster. There should be a password request feature available for the control as well. This will make it easier for moderators and community managers to quickly access control if they have forgotten their password instead of having to first email inSided support.

Hello, We asked to inSided to have a fixed menu that you could see anywhere on the website. For the moment, it disappears when you scroll which is not very user-friendly 🙂 Here is a use case that prooves that it's not very convenient for our users : it will take hours for an user that has a long conversation in private message to get back on top and find the menu. I know CTRL + Page Up, but it's only a workaround. What do you think ? 🤔🤔 FYI - This idea is related to "Improve menu".

Hi guys, Here is my very first idea on inSpired! Please VOTE massively 😀 I think we can all agree to say that menu on Branded Template is way better that before (inexistant). However, we do think that it could be improved! Here are some examples of great menus that facilitate user's navigation through a website. I would like to have something similar, with the possibility to have an overview on all the categories (must have) and why not, integrate images because we all know that users like to click on them (nice to have) 🙂 ASOS : http://www.asos.fr/femme/ UDEMY : https://www.udemy.com/ TELEKOM HILFGT (InSided Custom Template) : https://telekomhilft.telekom.de/