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Gainsight Lookup 201 (practical application of lookups)

  • November 24, 2022
  • 2 replies
  • 112 views

romain
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  • Contributor ⭐️⭐️
  • 9 replies

In the last video, we reviewed the principal of Lookups in Gainsight.

Today, Gainsight Lookup 201, the practical application of lookups (it is a little longer video)
- Create a LookUp in the Company Object.
- Write a GSID via a rule into an object's LookUp field.
- Change your C360/R360 layout leveraging your LookUp.


LookUp 201 practical application video:



Test Data Set:

https://docs.google.com/spreadsheets/d/10c5Lu-Y1CkdBFO9cjStfnrn8jMM8dFXU/edit?usp=sharing&ouid=109603885430907720600&rtpof=true&sd=true

2 replies

seth
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  • Gainsight Employee ⭐️⭐️⭐️
  • 550 replies
  • November 28, 2022

ooo, this time with a test data set! Such an excellent piece of work, @romain !


revathimenon
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  • Gainsight Community Manager
  • 594 replies
  • December 12, 2022

Just making it easier for other folks to find the rest of this amazing series:

 

 


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