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nadav_shemtov
nadav_shemtov
Contributor ⭐️⭐️⭐️⭐️⭐️
November 11, 2016
Solved

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

  • 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

    20 replies

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    nadav_shemtov
    nadav_shemtovAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    November 18, 2016
    Thanks Jeff - this is great!
      susan_mcclure
      susan_mcclure
      Contributor ⭐️
      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
        nick_waverek
        Contributor ⭐️
        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
          Gainsight Employee ⭐️
          sidhu
          Gainsight Employee ⭐️
          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
          sai_ram
          Expert ⭐️⭐️
          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
            nadav_shemtovAuthor
            Contributor ⭐️⭐️⭐️⭐️⭐️
            September 23, 2017
            Thanks Sai. Can you please clarify what is the bug and how it will be fixed?
            E
            ebh12191
            Contributor ⭐️
            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
            anirbandutta
            Expert ⭐️
            March 30, 2022

            @gopal_rao_kallepu will you be able to answer this?

            It's an opportunity for engagement
            gopal_rao_kallepu
            gopal_rao_kallepuAnswer
            Helper ⭐️⭐️⭐️
            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

            Gopal
              E
              ebh12191
              Contributor ⭐️
              March 31, 2022

              @gopal_rao_kallepu awesome thank you so much!

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