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jon_harris
Contributor ⭐️⭐️⭐️
Nov 22, 2018 1:15 PM UTC
Solved

Can you add a button to an Account view in SFDC that links and opens the account in Gainsight?

Would be a lot quicker if I could click a button when viewing an account which opened the same account in GS

pele
peleAnswer
Helper ⭐️⭐️⭐️
Nov 26, 2018 9:11 PM UTC
Hi Jon,

Do you have the Gainsight, VisualForce widget configured and added to Account page layouts? If so, users can simply click on the Gainsight logo and be taken directly to the C360 in Gainsight for that customer.



Some helpful docs to get this implemented if needed:

• Set up Gainsight Team View (aka, widgets)

• Gainsight Sales View for the SFDC Account or Opportunity Pages

• Configure Customer 360 Summary



3 replies

jon_harris
Contributor ⭐️⭐️⭐️
Nov 26, 2018 11:03 AM UTC
bump

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pele
peleAnswer
Helper ⭐️⭐️⭐️
Nov 26, 2018 9:11 PM UTC
Hi Jon,

Do you have the Gainsight, VisualForce widget configured and added to Account page layouts? If so, users can simply click on the Gainsight logo and be taken directly to the C360 in Gainsight for that customer.



Some helpful docs to get this implemented if needed:

• Set up Gainsight Team View (aka, widgets)

• Gainsight Sales View for the SFDC Account or Opportunity Pages

• Configure Customer 360 Summary



Translate
jon_harris
Contributor ⭐️⭐️⭐️
Nov 27, 2018 10:11 AM UTC
Thanks Pele, I will have a conversation internally and go from there.

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