Archived ideas

Our Success and Sales leadership teams have asked for a place within GS where they could potentially collaborate on solutions for At Risk customers, but limit the visibility of the posts so that CSMs and Sales Reps wouldn't be able to view.  Is anyone doing something similar to this today?  If not, I was thinking that it might make sense to add an option to mark a timeline post as Private and then maybe only allow the people listed in Internal Contacts to view it?

Please make test run execution results accessible from the rule run history without having to wait for the csv in the email or go to S3. Anyone interested please post your use cases below in the comments and like this post if you support this feature.

When adding a CTA from Cockpit, is there a way to add other identifying fields to the Account lookup dropdown. The use case would be if you have multiple accounts with the same name, but are in different countries we would like to be able to us an Account ID or some other identifier to create this CTA.

Would be great if the Draft to Active was more intuitive.  We're currently piloting with our teams, and we've run into some problems where users think the plan is active and it's still in draft.  Maybe when you go to add objectives, pop up a box reminding you that your plan is still in Draft and in order for the objectives to appear in your cockpit, you need to make it active?

In addition to Email Opened information, there is a request from our CSMs to add click and link information to the expanded CTA Task view. I couldn't find a way to add it myself.

The new Copy to Clipboard feature is GREAT in Timeline! An idea to make it even better is to provide a short message that indicates that the copy was successful when a user clicks on the button or change the colors of the button to indicate that a click was successful. Right now there is no visual indicator that this took place. 

When we click +RULE in the Rules Engine page, we are navigated to the Edit Rule page, although we are actually creating the rule for the first time (not editing a previously added rule). Should the name of this UI label be "Create Rule" when it is created for the first time?

I'm trying (trying being the operative word) to build a dashboard with a common set of filters. But in my trying what I discovered is that (as least as I'm understanding this) if I built a report without a common filter and then tried to include that on my dashboard, the rest of the filtering breaks. Here's my use case... I want to show overall team retention against a specific CSMs retention. Or total number of open opportunities for the team alongside the specific CSMs number. The total team number should have either no filter or a locked filter to all users, whereas the other reports should respect the global dashboard filter.

Logging on behalf of user Blynn Buckley: "We've made success Snapshots available via export but do not want the C360 exportable. There's currently not a way to die the c360 export and we would like the flexibility to do this."

I have a request from a client that we be able to use "Current User" when sending out emails through email assist. Currently there is a limitation where we can pull "Name" "Id" and "Email", but we cannot pull "phone" from the user table lookup (this is the same with account and customer info fields that reference these tables).  Can we get the "phone" lookup available in a future release to eliminate the need to create fields and move data around in order to make this work?

Wondering if there is any value to allowing Custom Cockpit views to be a Vault asset?  Realizing thats not an available asset type today, but I think as we come up with "Hey, this is something every customer should be using," we should also have a few Vault assets that someone can download and start using right away with minimal configuration time.   Would also be cool if people could share views they create in their own instance with other users.  "Hey Manager of Team B, check out this cockpit view i made to manage my Team A CSMS!"

Customer would like to be able to add an internal user or a contact to a Call to Action or Task. Example. Dan is assigned the CTA, he has a task to reach out to the services team for guidance on an upgrade, Dan speaks to Bob from Services, we’d like to be able to attach Bob to the task to show who Dan spoke to.

I am working to roll out Timeline with a customer and they would like to add subtypes to timeline activity types. For instance when they add meetings, they would like to know what type of meeting it is(for reporting purposes)Example: CSA Meeting. Do we have any plans to add this functionality to expand the activity types?

When you export the CTAs from Cockpit (selecting Export CTAs or Export Both) you get a CSV file that contains key CTA fields like Priority, Status, and Reason - but you don't get Type.  Type doesn't come across in the export. Type is one of the major fields on a CTA, and is one of the fields that displays on the default Cockpit view.  It should definitely be included within the CSV export.

If you edit the owner of an Opportunity within Salesforce, you get the option to "Send notification email" to the new owner. It would be nice to have the option to send a notification email to an Opportunity owner when a new Opportunity is created via CTA Linked Object.

I have a customer that would like to submit an enhancement to the report builder so we can choose how the X and Y axis are anchored. Ideally it would be nice to be able to anchor the axis down to zero so the graphs show less drastic rises and falls when the differences between values is actually fairly minimal. I've included a screen shot to help show what we currently see.

Is it possible to add a new chart type in the form of the NPS dial widget?

We have about 40 reasons to choose when creating a CTA and have to manually scroll through the list to find the reason that best matches why the CTA is being created. Is it in the product road-map to include a search bar in the Reason drop-down list so we can search for the reason rather than scroll through the entire list?

I'd like to show the sum of the users that logged in one month, by week, alongside the count of users in that same bar graph. For the 2nd one, when I go to add "User Logins" to the "Show Me" field, it says I can't because the field already exists. Since it's a different number, shouldn't I be able to add this?

I think it would be a great benefit to our company if the Timeline Activity notes would sync to the CTA in cockpit and vice versa. This way, when notes are updated, there is transparency in both records. Currently, as is, CSMs would have to duplicate notes in the CTA and Timeline which is not ideal as these extra steps take up too much time. This would greatly benefit our CSMs and speed up their workflow.

Can we display the "reply-to" info in the "preview & send" area (or somewhere) so CSMs know replies will come to them & not be sent to a black hole?  I think CSMs won't be comfortable emailing from Cockpit without some reassurance that they will get replies.  

Recommend renaming the "Approve and Send Button" when drafting an email.  This button text leads to confusion that clicking is actually sending an email, when in reality it is allowing the user to open and edit.

I have a customer who must create Opportunities from the Contact object. They are using Linked Objects and have Contact + Opportunity linked to CTAs, and they are able to create a new Opportunity via the CTA. They are also showing an Opportunity section within the C360. They cannot, however, create new Opportunities from the C360. If they try to do so (via the ADD button), they get an error stating that the Opportunity must be created from the Contact object. Is there any solution for creating Opportunities from the C360 in this case?

Currently we do not support@media queries in our email template builder. The ability to support media files would be an excellent feature for our clients, have we considered adding in this functionality? 

Right now outreach email notifications show you if the outreach was successful or if it failed. It also has the nice details section that shows who it triggered to, who received it successfully and who it "failed" for. I was hoping we could break out "failed" into two more accurate groups. First, true failures. Contacts with incorrect or inactive emails, or some other actual reason that it failed. The second group would be contacts that were "excluded" due to the frequency criteria set in the outreach. This would help me cause now I might see that it "failed" to send to 9 contacts. In reality, it may have truly failed for some of the 9, but some may have just been excluded. This differentiation would be very helpful.