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Ability to include links to records in other systems from C360 view


nadav_shemtov
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Is there an option to show hyperlinks to customer records in other systems from the C360 views? 

A few customers have asked for this ability. An example can be a link to Aria or an internal system. The hyperlinks already exist in the Account record in SFDC, but is there an option to also show them and make them clickable from the C360 page? 

Best answer by gopal_rao_kallepu

@ebh12191 There are no known issues around this now, not sure what exactly is the issue that was discussed.
So it is possible to include URLs in your C360. This can be achieved by including url attributes of company object or any company related objects.
This post has more details around the same

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azhar_uddin
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  • 190 replies
  • November 11, 2016
The only ways to show links are "Account Attributes", "Summary Widget" and also if you have a FieldType of URL and you add them into relatedLists they become clickable. 
Possibly these three I can think of . 

Thanks 

nadav_shemtov
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  • November 11, 2016
Thanks for the quick response Azhar. 

Just to make sure I get it right - does that mean that if we add a field that is a link on the SFDC account page to the "account attributes" tab or fields on the summary section of C360, these links would appear as hyperlinks and be clickable? 

Thanks!

azhar_uddin
  • Helper ⭐️⭐️
  • 190 replies
  • November 11, 2016
Hi,
You mean formula field to create a URL to the homepage. ? 

nadav_shemtov
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  • November 11, 2016
I mean, if there is a link/URL to a different system (e.g. Aria) in the SFDC account page, can we make this link/URL appear in some section in the C360 and it'll still be clickable? 

Thanks, 
Nadav

azhar_uddin
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  • 190 replies
  • November 12, 2016
Sadly, no, We don't don't have that.

nadav_shemtov
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  • November 14, 2016
Is this on the roadmap somewhere? More and more of our Jupiters are using several systems of records, and having the ability to quickly link from Gainsight C360 to these other systems is critical. Otherwise they'll just go to SFDC and spend less time in Gainsight

manu_mittal
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  • Gainsight Employee ⭐️
  • 639 replies
  • November 14, 2016
Nadav - Is it a URL type field? I think we show those as active links when added to C360 Summary or Attributes.

nadav_shemtov
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  • November 14, 2016
I suppose it is, as it does appear as a hyperlink on the SFDC account page. 
I'll ask the customer to check

dillon_chambers
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  • 13 replies
  • November 17, 2016
Echoing this.

I have a customer using related list modules in the C360, a few of which have URLs as values. These URL values are not clickable. From the Account Page in SFDC, however, they are. It would be great if these URL values could be clickable from within Gainsight.

Would love to hear if this is on the roadmap! Let me know if I can provide any additional information.

Thanks,
Dillon

darkknight
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  • 1980 replies
  • November 18, 2016
I don't know if this is exactly what you're asking/looking for, but...

We have a Link on the Account object to an external system.



We added to CS360 Attributes section:



It appears as a clickable link on CS360 (but the URL itself does not display)


nadav_shemtov
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  • November 18, 2016
Thanks Jeff - this is great!

susan_mcclure
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  • January 3, 2017
Hi - Jumping on this bandwagon.  We have several links to internal systems for data (example: Link to Splunk) that our CSMs are asking to have access to in Gainsight. 

nick_waverek
  • Contributor ⭐️
  • 1 reply
  • August 29, 2017
Any update on this. We've added buttons to salesforce records that easily send them to the related record in another system but asking my users to double hop, from gainsight to the related account in salesforce then to the internal admin tool is not functional.  

Would love the ability to ad a custom button to the customer 360 page or display a link in UI view that would take them there. 

I'd need the ability to set the url using the a static base + a merged identifier that is on the customer/account.

sidhu
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  • Gainsight Employee ⭐️
  • 273 replies
  • September 21, 2017
You should be able to create a formula field of the type URL on Customer Info object. This formula field could point to the base URL + the identifier. If you add this field to C360 Attribute section, it should be clickable.

sai_ram
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  • Expert ⭐️⭐️
  • 3727 replies
  • September 21, 2017
Hi Everyone, I am sorry,currently there is a bug here. This will be resolved and pushed to customers in October patch(Tentatively Oct 3rd)

nadav_shemtov
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  • 96 replies
  • September 23, 2017
Thanks Sai. Can you please clarify what is the bug and how it will be fixed?

Forum|alt.badge.img
  • Contributor ⭐️
  • 2 replies
  • March 29, 2022

Hello! 

 

Was this ever resolved? My CSM team is asking if there’s a way to easily include a link to a Salesforce account within the Gainsight account. If it has been fixed and implemented, can someone point me in the direction of resources on how to set up this kind of link? 

 

Thanks!


anirbandutta
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  • March 30, 2022

@gopal_rao_kallepu will you be able to answer this?


gopal_rao_kallepu
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  • Answer
  • March 31, 2022

@ebh12191 There are no known issues around this now, not sure what exactly is the issue that was discussed.
So it is possible to include URLs in your C360. This can be achieved by including url attributes of company object or any company related objects.
This post has more details around the same


Forum|alt.badge.img
  • Contributor ⭐️
  • 2 replies
  • March 31, 2022

@gopal_rao_kallepu awesome thank you so much!


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