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jake_smith
jake_smith
Contributor ⭐️⭐️⭐️⭐️⭐️
November 30, 2018
Question

Ability to have attachments at the surface level of C360

  • November 30, 2018
  • 7 replies
  • 182 views
We have a user that would like the ability to view any sort of an attachment on the C360. For example, we have a recent architectural review done for a customer and saved down to a pdf. For quick reference at any point in time it would be nice for the team to be able to jump to that account page and pull up that review at any time.

We know the ability to use attachments in Timeline, but that requires some digging. Is there reporting functionality that would allow us to show a related list for timeline entries that have attachments?

    7 replies

    dan_ahrens
    dan_ahrens
    Expert ⭐️⭐️⭐️
    November 30, 2018
    Hi Jake,

    Have you considered using a file storage platform like Box and then embedding that as a section in your C360?

    https://support.gainsight.com/360/Tutorials/How_to_Add_Box_as_a_C360_Section

    VP of Customer Success at Forcepoint
    john_apple
    john_apple
    Expert ⭐️
    December 1, 2018
    Could a similar embed be made for a Dropbox folder?

    dan_ahrens
    dan_ahrens
    Expert ⭐️⭐️⭐️
    December 3, 2018
    Hi John,

    The embed works best if the page is a visualforce page. I did some light testing and it looks like personal account dropbox is not compatible OOTB, but business dropbox might be.

    Also found this article about using SFDC commands to create a visualforce compatible Dropbox page: https://success.salesforce.com/answers?id=9063A000000l0yoQAA

    VP of Customer Success at Forcepoint
    samantha_braastad
    samantha_braastad
    Contributor ⭐️⭐️⭐️⭐️⭐️
    December 3, 2018
    Would the above solution allow you to see attachments added to Timeline, CTA's, etc.? I think that is a big piece of functionality that I am not seeing today. I know if I told my end users to add it in two places (ie. Timeline Activity and then Drop Box) they would not adopt that solution and do one or the other.

      john_apple
      john_apple
      Expert ⭐️
      December 6, 2018
      Hey Samantha,

      I was looking at this from Dropbox on the App Exchange: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000prqLEAQ

      It doesn't seem like there is a sync between Timeline and Dropbox visual force page.

      Chirag
      Chirag
      Helper ⭐️
      March 25, 2021

      Hi @jake_smith , thanks for sharing your feedback. To filter out the timeline activities which has attachments added, Would a field called “Attachments available” with values “Yes/No” work?

        RebeccaRandle
        RebeccaRandle
        Contributor ⭐️⭐️
        September 14, 2023

        Is there a more recent update on this!? We are getting so many requests for an easier way to view/attach/search for files on a C360. I am not finding any new documentation stating that this has even been considered. Seems like a pretty big limitation!

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