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Helper ⭐️⭐️
October 28, 2016

Jump directly to Account page from CTA in Cockpit

  • October 28, 2016
  • 10 replies
  • 65 views
Some customers have indicated a desire to have a link directly to the SFDC Account page from the CTA in Cockpit. This would eliminate the need to click to the C360 first, then use that link to jump to the the Account.

Re-posting idea from a suggestion earlier this year "Link to SFDC Account page from CTA in Cockpit" (OK to merge). Hoping to get input as to whether there are any current ways to accomplish this or plans to add this functionality, as it has come up as an ongoing request.

      10 replies

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      October 28, 2016
      I love this idea. Anything that results in less clicks get my vote!
      VP of Customer Success at Forcepoint
        jam
        jam
        Contributor ⭐️⭐️⭐️⭐️
        October 28, 2016
        If something like the account dropdown that  currently exists in C360 was added to cockpit - I agree that would be really helpful!

          karl_rumelhart
          karl_rumelhart
          Expert ⭐️
          October 29, 2016
          What is the use case here  --  what info are you looking for on account page that is not on C360?   Also, adding a drop down like on C360 to cockpit doesn't work since there is no single customer context for cockpit.  There is such context for a CTA, of course.  
          sherry_fields
          sherry_fields
          Contributor ⭐️⭐️⭐️
          March 15, 2017
          I jump over to the SFDC account to create new Opportunities and to review old Opps; old activities, and attachments. 
          darkknight
          darkknight
          Expert ⭐️
          March 15, 2017
          TWO THUMBS WAY UP - I brought this up through support and product over a year ago and was told they would incorporate feedback:  https://community.gainsight.com/gainsight/topics/cockpit-add-string-field-to-list-view-field-config-...
          Jeff Kirkpatrick
          manu_mittal
          Gainsight Employee ⭐️
          manu_mittal
          Gainsight Employee ⭐️
          March 16, 2017
          There is a way to get to this by creating a formula field that dynamically generates the url, and then hyperlinking it.

          Formula (please replace the first portion of the url based on what applies to your org):

                  



          How it shows up inside the CTA detail view:

                  


          Hope this helps!
            matthew_hershey
            matthew_hershey
            Contributor ⭐️⭐️
            April 26, 2017
            I may be being dense here, but where do I find the "Formula Options" to insert this formula?
            nitisha_rathi
            nitisha_rathi
            Expert ⭐️⭐️
            April 28, 2017
            Hi Matthew,

            You can create a new field of datatype = formula in CustomerInfo object (Setup > Objects > CustomerInfo)

            Thanks,
            Nitisha
            darkknight
            darkknight
            Expert ⭐️
            April 28, 2017
            Matthew - it's a Salesforce formula, not directly in Gainsight.
            Jeff Kirkpatrick
            tzundelgainsightcom
            tzundelgainsightcomAuthor
            Helper ⭐️⭐️
            May 29, 2017
            This reply was created from a merged topic originally titled Link to SFDC Account page from CTA in Cockpit.

            Allow user to jump from Cockpit to the SFDC Account page for the customer associated with a CTA.An ability to get directly to Account page with one click, much like you can in C360, will help streamline workflow for Cockpit users. 

            Submitting on behalf of Sherry Fields at Adaptive Insights. Also mentioned recently by other customers.  
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