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

Forum|Forum|9 years ago
November 11, 2016
20 replies
247 views

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

azhar_uddin

Helper ⭐️⭐️

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_shemtovAuthor

Contributor ⭐️⭐️⭐️⭐️⭐️

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 ⭐️⭐️

Hi,
You mean formula field to create a URL to the homepage. ?

nadav_shemtovAuthor

Contributor ⭐️⭐️⭐️⭐️⭐️

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

Helper ⭐️⭐️

Sadly, no, We don't don't have that.

nadav_shemtovAuthor

Contributor ⭐️⭐️⭐️⭐️⭐️

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

Gainsight Employee ⭐️

Nadav - Is it a URL type field? I think we show those as active links when added to C360 Summary or Attributes.

nadav_shemtovAuthor

Contributor ⭐️⭐️⭐️⭐️⭐️

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

Contributor ⭐️⭐️⭐️

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