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[Feature Request] Ability to filter Added Success Snapshot Reports by Secondary IDs Like C360 Related List Sections

  • February 23, 2017
  • 2 replies
  • 24 views
kevin_ly
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Posting for a Customer -

Currently in C360 Related List sections you can choose to have the report filter by a secondary ID, if two Account IDs exist.



However,Success Snapshots added a related report, it will give the option to filter to account, however, no choice is given to choose which Account to go off of.



A workaround would to make another MDA table, but that would be unnecessarily duplicating data and reports.
    kevin_ly
    samantha_braastad

    2 replies

    samantha_braastad
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    • samantha_braastad
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • February 23, 2017
    This would solve a huge need for us! Our customers have relationships with each other meaning that each line of our usage data has more than one SF ID associated with it. Being able to either set which ID to look at in the Success Snapshot admin tool or even better, allowing the CSM to choose which ID to leverage when exporting would be a huge win! 
    gaurav_kotak
    • gaurav_kotak
    • Expert ⭐️
    • February 23, 2017
    Hi Samantha, Thanks for the details. Are you already leveraging this in C360. Can you please email me a screenshot. I'm curious to get more details on how you are managing cross-account use case. Thank you. 
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