Skip to main content
steve_davis
steve_davis
Gainsight Employee ⭐️⭐️
December 8, 2016

Ability to add contacts to timeline meetings that are not "standard" or "platform" licensed users

  • December 8, 2016
  • 3 replies
  • 22 views
Customer has users that aren't full SFDC users, but would like to be able to add them to a meeting. Do we have any plans in the future for this functionality to be rolled out to non-std users?

Also, customer would like the ability to be able to add (even if just text) a non SFDC user into these activities. I don't think this is currently possible either. 

      3 replies

      manu_mittal
      Gainsight Employee ⭐️
      manu_mittal
      Gainsight Employee ⭐️
      December 8, 2016
      Even if they have only Chatter licenses (external/free)? I believe we have the same restriction in Cockpit, too.

      For adding non-Salesforce Users as text, this can be done within the note or via a custom field added to the layout. Are you thinking names or email addresses?
      steve_davis
      steve_davisAuthor
      Gainsight Employee ⭐️⭐️
      December 12, 2016
      Manu, The customer has actually has a field on the R360 field for Customer Solution Architect. This field is a lookup field (user). Would they be able to add this field because she can add this user to that field already? 
      sandeep_kumar
      Gainsight Employee ⭐️
      sandeep_kumar
      Gainsight Employee ⭐️
      December 13, 2016
      Currently we don't have support for custom lookup fields in activity but you can use custom text field as mentioned by Manu.
      Terms & ConditionsAccessibility statement