New Home page Product Documentation categories:
- CTAs, Tasks & Playbooks: includes everything under Cockpit, except for CoPilot; plus links to Success Plans
- CoPilot & Automated Email: all email services content
- Customers & Relationships: all C360, Customers tab, Relationships content, and Success Plans
- Scorecards
- Reports & Dashboards: custom report builder, UI Views, dashboards, and out-of-the-box reports
- Surveys & NPS
- Administration*
The following sub-categories will display underneath the above categories, with links to articles:
- Overview: contains product area overview article w/ links to key documentation
- User Guides: CSM/AM and leadership user guides
- Admin Configuration: articles to support admins in configuring/setting up features and processes
- Examples & Tutorials: detailed instructions for admins to setup example processes
*Administration's new sub-categories:
- LRM/Transactions
- Rules Engine
- Data Platform & Connectors: MDA authorization and loading, integrations, widget configuration
- General Admin: permissions, installation, usage data configurations, etc.
- Setting Up Gainsight for Salesforce Admins: user profiles, provisioning MDA, etc.
Training & Videos: all training videos, recorded product webinars, and training registration links
Release Notes: detailed release notes documentation
Getting Started: For Admins, CSM/AMs, and Mgrs/Execs -- coming soon!