Archived ideas

In Journey Orchestrator, when the program is structured exactly like below with just these 3 steps, is it possible to make the “Recipient Email Address” field not required since it’s not used in the Call API step? It’s not the biggest deal in the world - I was able to easily create a dummy Recipient Email Address to map in the participant sources section - but would be nice to skip this step if it’s not required in the rest of the program. 

Hi, In this topic I'm reading the following: "Some more filters to be added on the global moderation overview: ‘Author’; ‘Article label’; ‘Product update label’; ‘Status’; ‘Views’; ‘Replied by moderator’ are just a few ideas we currently have.” Especially filtering on

Our team noticed the character limit for Conversation posts is 30k, can this be increased to at least 50k? 50k is what is stated in API documentation, but in practice this is not the case 

I believe this was suggested in the past, but I would like to bring it back to life.I think it would be useful for the admin to have the option to back date items in the community. That would include articles, product updates and topics.If you think this is useful, please consider upvoting 👍🏻

It would be wonderful to be able to get screenshots or photos via Private Message. 

Request: While editing a dashboard widget I would like to filter down the list of features by label. Allowing me to more quickly re-sure the work to label specific features. Example image shows that Product Mapper has 3 features/modules labeling the features I want. I have to manually find them in the Multiple Features widget editor to apply them. 

Request: When multi selecting, or editing a previously selected multi select list. Bring the already selected items to the top of the list for easy review and to be de-selected easily. This enhancement could be performed in many areas where multi select is performed. The use case where I found it most needed is in editing a dashboard widget for Multi Feature Performance. The list of features is 100s long and working to find the existing selected features to remove and replace is not fast. Example image shows a Multiple Feature widget that has 8 features selected and 6 are old features with now 0 usage that need to be removed. I will have to scroll the list and find the features with 0 usage and remove them. 

It would be great to report on ideas based upon the number of votes from accounts rather than users.Why? There are some DH customers that might not allow all users to access the community and instead there are spokespeople from the company who would log the ideas on behalf of the company. This could mean that a large revenue customer needs something but it appears as just one vote.

Product Mapper includes a summary count of features and modules in the selected product. Presently, these counts do not update to reflect the filtered or found set. The enhancement request is to reflect the product map search and/or filter results in the module/feature count. e.g. if I filter the Product Feature Tree for empty modules, the count of modules would change to reflect the count of the filtered set (empty modules).

Users of our product have very specific and technical questions as they use our product (“What’s a way of programmatically detecting changes in metadata fields, metadata types, and controlled vocabulary lists?”) We have a vast support library, but getting the customer to the right info is challenging. KC Bot has documentation integrations; however, we’re finding users still have to do a lot of searching to get to the right info. A better experience would be a generative AI bot (built into the KC bot) trained on our documentation. The idea: The user could write a question. The KC bot would respond instantly with accurate information. The user could respond and say “What if I want to do ...” or “Can you say that more simply?” and the KC bot would adapt and shift the response. 

This probably isn’t a common use case, but I’ve had 2 occasions where removing a badge in bulk would have been nice. When the community was launched, a commenter badge was created. We then built out our gamification and didn’t use that one anymore. I wanted to remove it for consistency - which I had to do manually - looking up each record. The other issue happened today, where I ran a report for giving out our 1 year badge - except I ran it for 2020, not 2019 and ended up awarding it to 50 people who shouldn’t have received it. I had to look up each record, manually revoke it, and then send them each a PM about it. It was my error, but easier clean up would have been nice!

Some feedback on the new Playbook experience:Would be great if it could remember your filters or you could save them. I have a mini-heart attack every time I come to the page that defaults to Global, and there’s nothing there.  (all our playbooks are Company). So, would be great for it to remember my Company filter setting. Adding tokens to email tasks is very twitchy.  A lot of times, I can’t get the assign token piece to load, and it appears that the task doesn’t save, but when you click Save multiple times, it creates multiple tasks.  Usually, I can go back into the task after closing out, and then, get the token assignment to load.  (I’m also submitting a Support ticket for this)

It’s come to my attention that Cockpit Views aren’t supported in X-org. This feels like a pretty big miss.

Instead of showing “due in 11 days” or “due tomorrow” would like the option to just include the actual date it’s due

Ran into an issue where the Linked Object configuration did not appear to be working on a CTA I created, where I had a Link to the SFDC Opportunity object on the Opportunity CTA type.   The little 1 that usually appears on the CTA Detail view wasn’t showing up.I opened a support case and was told it was because I had a Company-level configuration for the Opportunity CTA type, so the Company level config overrides the Global Config.That doesn’t make sense to me from a design perspective.  If I create a Global CTA Type, then why would the Company level configuration override it?  

We have a need flag internal objectives/CTA in a GS to hide them from Customer when working in real-time sharing screens and in the C360

Hi!We are doing some rework in our Gainsight Home dashboard.I know that it would provide a lot of value to have CTAs that are due today available directly in the dashboard. Is this possible?

Risk Reason should default to blank and stay required. This helps in correctly assigning risk reason and being deliberate about it. Currently, mandatory fields only come into play when you are closing the risk. But what about reporting on these risks while they are open - most of them will have a default risk reason which will be wrong and therefore will not be an accurate representation of reason behind the risk CTA.A couple of issues here:We want the CSMs to select a Risk reason. I can default the Risk Reason to the n/a value, but this still does not force them to select anything.  The list of Risk reasons is not sorted in the order we've defined in the admin console. 

Unless there’s already a hidden setting (in which case why is it hiding?), can the Live Data toggle for Gainsight Home personalization be defaulted to “On” and not “Off”? I’m sure load times will suffer some, but considering personalization shouldn’t be an every day thing, I think the priority would be to have a WYSIWYG experience by default. If someone is in there every day re-arranging things and page load times bother them they can toggle it off.

Our team recently purchased the Zendesk/Gainsight connector, and while we love a lot of it’s functionality there is one big miss for us. We are heavy users of Relationships and many of our processes depend on the CTA being on the relationship level. We’d love to use CTAs to facilitate certain handoffs from support of our product success managers who use Gainsight, but can’t when the only option to create CTAs is account CTAs.

We use Success Snapshots to generate a baseline QBR deck for our CSMs. Since we’re a Global organization, our CSMs who operate in countries where the primary language is not English need to edit all of the reports manually to update the language.  It would be great if there was an option to export reports in multiple languages so they don’t need to go through this time consuming, manual step. 

We have a lot of backlog of email communication in our CSM’s (and SAM’s) Drafts folders in Timeline but other than reminding CSMs to check their draft folder and clear them, there is not a way for admins to monitor or report on this field. And unless you are also an SFDC admin you cannot log in as the user in Gainsight, to see how many or what drafts they have waiting. Would be great to either have and/all of the following:a way to report on all comms stuck in the draft folder for everyone an automated notification with a weekly/monthly report sent to us from Gainsight a way for GS admins to log in as a user

I would like to be able to find a feature based on typing the URL that would be in the URL rule. This allows you to find all features that say match a portion of a URL rule. Also helps find if a page has already been mapped. So rather than just searching the name of the features, the search feature should search the URL from the URL rules as well. 

It would be very nice if we can have the option to have a collapsed or lower profile view of the customer journey widget in addition to the current view.  Then have it be configurable to define the initial view upon loading the page.  We like the customer journey widget, but the amount of space it takes up is not ideal.  This was also stated during the beta feedback.  The idea here would be to have a version of this widget that takes up very little space, but can still convey there was events at certain times.  Then give the option to click on events to see detail or the option to expand the view to show the current state of it.  I am thinking like a milestone chart with circles on it or something as the collapsed view.  

Hi allWith @Bosco, we discussed how we might be able to automatically write an update date (datetime) stamp on a company field when a field in the Company object is update with real time rules and external actions.We have noticed that:When you “click” on a multi-select picklist field in C360, and it opens the dropdown with the checkboxes, even if you DO NOT modify values, when you exit it triggers an update event.  When you do the same on a single picklist, it DOES NOT. It also does not on string fields. I can easily understand why, however, we’re looking for a way to update a timestamp field when a value is “refreshed”. A value may not change, but it may need to be refreshed or confirmed as “still being true”. A bit like what the Health Score allows us to do, to refresh a manual measure and to consider it as an update even if the value doesn’t change. I know that triggering u