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

  • 22 November 2018
  • 3 replies

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


Best answer by pele 26 November 2018, 22:11

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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

Thanks Pele, I will have a conversation internally and go from there.