Hello,
we will start using the project object in sf.com and would like to display the GS widget in it.
Is that possible and how?
thanks!
Lyne
Hello,
we will start using the project object in sf.com and would like to display the GS widget in it.
Is that possible and how?
thanks!
Lyne
The only caveat is that we only allow custom sections on the Account and Opportunity widgets. Whatever you have configured as sections for your Account widget will be what gets displayed when you configure the widget to appear on your Project object.
I think it is only Account, Opportunity, and Case are supported but the documentation doesn’t explicitly say that: https://support.gainsight.com/Gainsight_NXT/Team_View/Admin_Guides/Add_Gainsight_NXT_Widgets_to_Salesforce_Pages#Add_Gainsight_NXT_Widget_in_Salesforce_Lightning_Experience
edit: what
Thanks you both. I will read this...
My sf.com admin checked and there’s no visualforce choice under the project page layout.
The instructions say: “On the left side of the Case Layout editor, scroll down and click Visualforce Pages.", but there's no visualforce Pages choice, under projects.
Any ideas?
Thanks!
Lyne
I’m not sure
yes I did… but we followed the tips we got here and realized that we cannot make it happen. If you think that support has a different answer, I will reopen the ticket. thanks!
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