Archived ideas

With certain extremely complex Data Designer designs, it can be quite easy to ruin a dataset and underlying reports/dashboard by accidentally changing a node’s configuration. It would be amazing if there was a concept of versioning within Data Designer designs.Whenever a change is made to the design, it should be in “draft” form. When you’re ready to publish that design, you commit the design by publishing a new version. If you ever need to roll back, go to the previous version.In the current form, our CS Operations folks are generating duplicates of data designs, creating a mess of duplication to clean up, just to test out an idea on an existing design.

[customer request] Customer has applied few permissions on the activity timeline object from the data permissions, and those changes are applying to only report builder and not reflecting in the C360/R360 or Global timeline.Currently permissions are not availed for Activity Timeline object.Can we check and make this enhancement for the customer. 

Hi Team,When adding an Activity to a Timeline, the @mention feature is displaying odd behavior. The search box that appears when you use "@" does not go away until you click somewhere.Can you please look into this.Thank you.

Hello Team,One of the customer(LeanIX) has requested to allow the Viewer license type users to be able to view the CTA. Currently the users have to be assigned a full license to be able to view the CTA.  Could you please check if this can be raised as a feature request.

Hello Team,When trying to download the related list report which is pivoted/not pivoted the date column values in xlsx are not honouring the sorting order we applied.Which means the sorting we applied in the original report is not reflecting in downloaded xlsx.Even it’s an expected behaviour in pure SFDC it is might be hectic for customers who doesn’t want to filter that data again in excel.

Hi Team,Currently we are not supporting date fields in Email template versions filtering criteria.i.e Date fields are not showing in filter conditions.Client has a use case which requires opting the email template versions based on a date field.Please take a look and add this feature. 

Hello Team,It’s not possible when we want to see the column level aggregation output to be available in download excel sheet.We can only able to see the aggregate value while running the report.Implementation of this feature will help the customers to view the total values(sum,avg etc,) in a single place and they can use it’s in places like success snapshots while presenting. 

We would like to be able to add a badge to our cloud based app that launches context-sensitive help topics in our help centre. Whilst I appreciate that Developers can code this, we’d like to be able to make changes on the fly and react to any support tickets or issues that may arise. We don’t just want to launch engagements, we want to be able to call URLs.Is this something that others would find valuable?ThanksTracy

use case:  when a CSM types an account name and has to pick from multiple company names, it can be difficult to pick the correct one.  enhancement:  allow Admins to configure filters that apply to the standard Sally queries to limit search results.  These filters can be similar to those proposed to existing Global Search enhancement requests that have been made. e.g. available fields to filter from Company MDA or from C360 Summary and Attributes sections.

Hi Team,Currently, In order to show milestones in the report, the Group by field should be having company lookup and the milestone will be in that date range.Can we implement supporting multiple fields along with company lookups in the Group by field of the report to show milestones?@jyothi_bontha 

Currently, inSided SSO is only configured as a consumer and not an identity provider (IDP), so while we can pass accounts into inSided via SSO, we cannot pass accounts out from inSided to another system.Use CaseWe are trying to set up an integration between our inSided community and our LearnUpon portal for our Academy. (LearnUpon is a learning management system or LMS.)The inSided SSO docs focus on SSO as a consumer but not as an IDP, and this is where we are stuck. We want to set it up so that a user account from our inSided community passes the user information/credentials into LearnUpon. According to inSided Support, this is not currently possible.RationaleZaps just don’t cut it for certain integrations, especially where we are trying to provide the smoothest experience possible for our customers. Our goal here is to reduce the number of logins for our customers and provide them easy access

I’d love to see the Hero banner widget have support not just for a title and search but also a tagline between the title and search box. Example:There’s an opportunity here -- in line with some of the stuff Rich talked about in his webinar -- to call out the community value proposition, but no place to really do that without having to use some additional widgets that wouldn’t even appear in the hero.Maybe even breaking apart the widget into two parts -- one for the title/name and value prop and one for the search could be an option.  

I’d like to launch a badge and make the tooltip always visible rather than making it display on hover or click/hover. Is this possible? It would look something like this, and then the user would click to see a dialog.  

keyword phrase to be blocked is my idea to test the pending

It would be much easier to have a way to pre-populate a field in an anonymous survey with a company field or something from the querystring.

We use Playbooks regularly and there are tasks that often do not apply to every case.  Our users can quick click the circle by the task in a CTA to mark it Closed Complete but to mark that task Closed No Action requires three clicks.  It would be nice if there were two circles (one for the Closed Success and one for the Closed No Action).  Then when one of those are clicked, the task has an outline through it to indicate user no longer needs to address but color indicates if there was action or not. See example below 

Hi Team, Customer reported that GSID is showing instead of value for a dropdown field used on Case function under Data designer data set Thanks,Abhishek

I’ve noticed that when clicking on a relationship record from the C360, a new tab always gets opened whether you want it or not. But when I’m in an R360 and click on the hyperlinked C360 in the top left, it does not open up a new tab. Even if I press the command button (I’m a Mac user; I assume the same applies for CTRL for windows), it will not open the C360 in a new tab. Furthermore, once my browser loads the C360, all history is seemingly lost (??), and the back button disappears on me too. It’s very odd and is not a good user experience. Hopefully this will be addressed with the new 360 experience?

We are working on a weekly “prioritization” email to our CSMs, however we can only include a 5 reports. We would like to include a link to our Dashboards to encourage CSMs to look at other more detailed reports.IE we have reports for Success Plans that are higher level, but if a CSM wants to review further I would want to include a link that goes to that dashboard.Within the same email, I want to link to a general Account Management dashboard and as well as a Risk Management

When we click on the CTA quick-close button, We get a message prompt that says "It's open tasks HAVE BEEN CLOSED SUCCESSFULLY" - that makes it sound like the tasks were auto-closed AS successful, when really they are closed as Incomplete due to default closed settings under TASK management.If the Default Closed Incomplete Status is used for open tasks when the CTA quick-close button is used, then they need to change the message to state that "It's Open Tasks have been closed as Incomplete" 

We have a Monthly Engagement CTA that goes out for a set of our client base. Some companies have Parent Companies -- which in our case are shell accounts that house child accounts (no unique info on the Parent level). In order to cut down on the amount of CTAs that go out each month, we have the rule set so that the CTA will only trigger for Parent or Solo accounts.Oftentimes, the sibling companies (movie/production industry) have the same set of contacts. What we’d like to do is have our CSMs click into “Parent Company Monthly CTA” > Timeline tab > Associate all necessary sibling company records.Currently, CSMs are able to associate Company records on the main Timeline, but not the CTA Timeline. The CTA Timeline allows for better and more consistent reporting. Today, we just have the CSMs put the entry on the Parent company and they write which companies are associated in the notes section.

When creating a survey, I do this in order to get data, but also very important regarding transparency is to share the result with the community.Use Case: We are asking for the most popular topics in order to create content on this feedback.For us some surevey’s are only open for a specific time frame, after I would like to share the results publicly in some cases, would like to pin the final outcome and be able to close the survey so that no more members can participate. How do you manage these situations with the current “survey” feature?Best,Lena

Would like there to be a way to login as one of my CSMs during a demo as my view is much different as an admin.

Please increase the preview options in JO. Instead of being stuck with 15 participants, we should be able to search for and preview any participant in the dataset (especially relevant when using complex versioning). This would help with both troubleshooting and program testing/validation on large datasets. 

We have a use case for Success Plans where we would like Objective 1 of the SP to be manually done by the CSM. Then Objective 2 triggers a JO Program -- in this case Objective 2 is an email campaign trying to get a hold of previously non-responsive customers. Finally, Objective 2 is completed and the CSM manually works on Objective 3.The trouble we’re finding is when we set up an email campaign in JO, there is not currently a way to stop the program for users who have responded to our email. The only options available are if the link has been opened or the email has been opened. If we could have the program stop for email responses, then move to Objective 3, that would save us from having to go outside of Gainsight to accomplish this task.