Hi,
My organization is looking to utilize hyperlinks in Gainsight reports. Also in the C360, we are looking to have hyperlinks that link to Salesforce for Cases, Opportunities and Installations. It would be helpful if those could be a clickable link that would bring you directly into Salesforce instead of just static text.
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I agree with Joe, I can see where this would be beneficial for a lot of customers.
Several of our users have also requested easy linking to SFDC Account page and other pages from Gainsight.
+1 to this request. Would be very beneficial for CSMs to easily access the information presented in the reports.
Any updates here?
Any SFDC objects can be clickable by adding a formula field in SFDC which would contain the link to it.
This is something Joe Siudzinski helped us from Gainsight
This is something Joe Siudzinski helped us from Gainsight
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