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kevin_ly
kevin_ly
Helper ⭐️
February 23, 2017

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

  • February 23, 2017
  • 2 replies
  • 37 views
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.

      2 replies

      samantha_braastad
      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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