Can there be some sort of tool tip regarding the Associated objects/fields in surveys? I see a lot of people get tripped up here because they think it is required to map the survey back to an account. Most people will not use associated objects/fields so I feel like we should link to the documentation or say something along the lines of "If you don't know what this is, don't use it" 🙂 (Kinda harsh but it is what I default to when explaining it)
Maybe add it under something like "Advanced Settings" to avoid confusion?
As I understand it, this feature was introduced to link surveys back to specific data like salesforce cases so you know what case a survey was in reference to.
In order to do use this, you need to have the object/field come through in your powerlist/query so you can pass the data through the system. A lot of times people will try to save an outreach and get a message saying that the associated field is not present.
Docs regarding associated objects/links here.
Page 1 / 1
+1 I totally agree on this one Alex, a UI based hint/or popup question would be very helpful here. At the very least, bolstering the in UI hints would be very helpful.
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.