Archived ideas

I've heard that customers want to have more information available in the CTA slide out box (this continues to keep them in cockpit and limits the need to jump from page to page). Link to SFDC Objects & Edit Fields has been huge. Customers also want to be able to see real time reports, such as Usage Reports that have been built for C360 consumption. Can we consider a way to allow those to be viewed from within CTA? 

I have created a report and a new 360 section that basically uses Parent Account as the Account ref field. This is basically creating a section that lists all child accounts on the parent accounts 360 page. However, the View icon for these child accounts link to the actual SFDC customer record rather than the apex 360 layout. It would be great if it would actually link directly to the 360 for the child account.

We have business need to create annual CTAs based on contract length which means for a 10-year contract, 9 annual CTAs need to be created, due each year. The current limitation of Due Date can only go as far as Rule Date + 999 days, this can only get us through the 3rd year considering each year has 365 days. 

I would like to have the option to filter a status by a reason type. For example, When I select the Reason to be Pre-Release, I want the status's to be  -Customer Invited -Considered but not viable -Customer Participant -Customer Denied  I dont want these status's to be available for any other Reason type. For example, I only want the status options for Go Live to be -In progress   -Completed  Thanks

Some of our playbooks do not have a standard number of days in between tasks, therefore we would like to be able to leave the date field bank and fill it in as we set dates for each task. Ideally we'd like to have a CTA triggered, and the tasks that don't have a number of days associated with it would be listed as blank dates.

We love the ability to view INSTANCELEVEL data graphically within Gainsight - but one of the critical pieces of doing this is the ability to drill down to 1 instance and see it's usage levels over time.  While most of our instancelevel data works fine, there were a few weeks where the initial data was loaded without an "InstanceLevel ID" value.  Without populating this value, the Instance Name doesn't appear within the Usage Data graphical view (Cust 360, etc.).  We've fixed recent weeks and are correcting this moving forward, but I wanted to post this in case it can help other customers going forward: A good solution may be to simply setup a validation or alert to Admin that checks if a loaded record is an INSTANCELEVEL record - and if so - alerts if any of these critical fields are missing (Instance level ID, Name, & external ID). 

When you go to Reports 2.0 the SFDC header hides automatically. I think (well, assume!) it's to provide some more screen real estate for the report. Except every time I'm done on that tab I have this moment of being lost. Most of the time I just go back to the Salesforce home by using my bookmark. I'm wondering if others have this same experience, or if it's just me. (I can accept if I'm just special. :-) My preference would be to leave the decision to hide the header to the user. If I need the extra pixels, I know how to get them. My second choice would be to at least put a link back to Administration in the header so I can get back to where I came from.

On the CTA and Gainsight Task layout, when a Contact is linked, display the Contact Email address and phone number, pulling the data from the Contact Record. This is similar to what is available on a Salesforce Task. As an AM is processing CTAs, it will save time to have the email & phone readily available.

Currently, we get CTAs for any change to a sponsor regardless whether it was done on the social media side or internally. Not our entire organization uses Gainsight but they do use Salesforce, so any time contact information is changed on the Salesforce side, we get CTAs kicked off for Sponsor Tracking changes. But this just causes unnecessary CTAs and tasks for our team as we do not care if someone internally changes someone's title. We would like to set the CTA to kick off only if there is a change from the social media side. I am requesting an enhancement to allow us to choose specific preferences for Sponsor Tracking CTAs to be kicked off. 

When viewing CTA's, you can see the Created Date; but I am not seeing any way to see the dates of other status changes or activity. Most obvious one is Closed Date - it would be extremely helpful for CSD and Admin to be able to see the date a CTA was closed to understand the history of the CTA. Maybe I'm missing something obvious? 🙂

We are working on a series of rules (based off usage data) that set a flag on an Account after a certain rule has fired for a customer.  What's great is that we can use  "Customer Info" and set the flag there - and we're currently able to do this with a custom rule but not an engagement rule.  Although I've figured out a workaround to get this to work this doesn't seem like it should need a workaround.  I should be able to set an action to update Customer Info (and maybe other objects) from an engagement rule based off usage data.

Once you start making updates to a CTA, there does not seem to be any way to Undo changes or cancel out completely. I would almost consider this a Problem request... seems like that is basic functionality to prevent inadvertent changes and subsequent issues.

In certain use cases it makes sense to map a single source value to multiple destination fields.  The Rules Engine prevents you from adding the same field multiple times in the Show section and the Action Setup prevents you from mapping the same value into multiple destination fields. Use Case:  Same unique value maps to Instance ID and Instance Name

In salesforce, when you have a data component that has a null value, by default it appears as a segment in a pie chart.  We track "most recent use" date for all of our customers by quarter, and we have used a pie chart to track this in the past so that we can see how active our total customer base is. If a new customer hasn't yet used our product yet (or an old customer), we want to be able to see what % of the total this represents. However, because the value is null it doesn't appear in the pie chart. So we have to use two charts to approximate this total. We'd love to be able to view null values on the pie chart as well. Please VOTE IT UP!

Euromonitor needs the ability to use greater or equal to Start of Current Fiscal Year as a filter in Rules Engine. Currently we have this set as a custom date equal to the start of their fiscal year. However this will require their Gainsight Admin to update the rule on this date each year. If we could add an option for First Day of Current FY that would make this easier.

Currently in the product we are able to base Revenue Bands off of the 2 default Customer Info fields - ASV and MRR. It would be great if we could select custom Customer Info and/or Account fields as an alternative. For example, Euromonitor uses a separate field on Customer Info call Previous Contract Value which is what they want to use for the Revenue Band. However, they want to display Current YTD values on the top of the Customer tab so the default ASV and MRR fields are currently being occupied by the Current Year values. If I was able to choose the Previous Contract Value field to base Revenue Band on it would solve the issue.  Thanks!

Currently, creating a new CTA requires you to input a Customer. Our team often needs CSM-level CTAs that aren't associated with specific customers but more of an "account pool" action. Would be great if we could allow this to remain open if a broader task.

It would be very helpful if users could copy and paste information from the Customers Tab.  We have a database outside of Salesforce and our users sometimes need to copy and paste a customer number in order to look up information.  The Customers Tab does not allow them to copy and paste thus requiring them to hand type in the customer number.  

Channel performance is an important item we want to monitor over time. We have many types of Channels, up to about 30. Would like a way to graph just the top x number of channels over a period of time. Today the Ranking graph does not allow to see a trend of these channels over time.

As a business user, I would like the ability to specify a fixed data element within a chart already containing the same data element.  Examples include: * A specific date in a year that is important to the company (eg renewal date, project completion) * A calculated field to compare the industry average of metrics vs the displayed metric(s). If this is an additional date field, I would expect to see a highlighted period of time If this is an additional metric, I would expect to see an additional dotted line to distinguish its special characteristics. Complexity could be limited by only offering this functionality for specific kinds of visualizations, such as line graphs (or graphs with dates, as per the date example).

Euromonitor has requested the ability to round to the nearest dollar on charts when the data points are displayed. Below is a screenshot of how it is now. When they look at the data on such a large scale the pennies are meaningless to them.

In the Config options for the Cockpit list view; Status isn’t available to add as a column. Our CSD's have a fairly long list of CTAs (lots of accounts); which they prefer to group by Due Date; so the CTAs due in the near term are at the top. The problem is that they're not able to see the Status in the Due Date view which makes it more difficult to do their planning.

Currently if I run a rule I get an email confirming that it was run successfully. However, if I run a rule and include historical periods, I don't receive an email, so I have to keep checking the Rules Manager logs.

As a user, I would like to provide certain non-charted table elements that I don't require being considered for the visualization. For instance, I am trying to graph: ID of Tasks by Date, Assigned Name  With the above, I'll get some nice options for output.  However, the drill down table is not very helpful - I would like to add the Task Subject field. Unfortunately, when I do so, I lose all of my options and am stuck with a table.  Ideally, a drop down State toggle that will appear for the element (eg in the Gear icon). This State will allow me to "Graph - on/off". If off, then do not consider it when dynamically displaying options.

I can't see or figure out the full field names in the Summary layout editor. A number of field names are too long to show but there is not a way to actually see the field names - we need a hover over so that the admin can see the full name within the setup.