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kaycee
kaycee
Contributor ⭐️⭐️⭐️
October 6, 2016
Question

Adding SFDC Fields to the C360 Page

  • October 6, 2016
  • 14 replies
  • 186 views
Is there a way to add SFDC fields to a new section in the C360? As far as I can tell, adding fields to the Attributes section is the only way to do this, but it would be great if we could create a new section so we can add other fields that are relative to the customer that CSMs can check/update while on the C360 page.

    14 replies

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    darkknight
    darkknight
    Expert ⭐️
    October 14, 2016
    Also, would be helpful to be able to pull in fields from other objects besides Customer Info and Account.  For example, Account Team Members and Contacts.  
    Jeff Kirkpatrick
      todd_atkinson
      todd_atkinson
      Contributor ⭐️⭐️⭐️
      October 17, 2016
      I wonder if it would make sense and be feasible down the road to create C360 Sections based on Data Spaces?
      karl_rumelhart
      karl_rumelhart
      Expert ⭐️
      October 17, 2016
      Yea, for sure.   
        manu_mittal
        Gainsight Employee ⭐️
        manu_mittal
        Gainsight Employee ⭐️
        October 17, 2016
        We can pull in reports based on Data Spaces today, but only if the base object is directly related to the Account. So for example, we could previously add a report built on the Opportunity object to C360, but couldn't include the owner's role as we didn't have the ability to tread upwards into the User object. But now if we build an Opportunity Data Space and then create the report, the C360 section will have a lot more data on it.

        This obviously needs to be enhanced further to perhaps include indirectly linked objects, with some degree of inline editing.
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