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Data Designer Beta Feedback

  • November 7, 2019
  • 4 replies
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angela_domenichelli
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I just added a report built on a merged object from Data Designer to ac360 layout ad the report did not filter for the single account.  It showed all of the results for all accounts.  Is this expected?

Best answer by dan_ahrens

@angela_domenichelli  - did your report have a unique Account ID as one of the columns of data? More info here: https://support.gainsight.com/SFDC_Edition/360/Admin_Guides/Configure_the_Customer360_Details_(C360)_Page_and_Section_Types#Configure_Related_List_and_Embedded_Page_Sections

Angela Domenichelli (She/Her/Hers)

4 replies

dan_ahrens
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  • dan_ahrens
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  • November 8, 2019

@angela_domenichelli  - did your report have a unique Account ID as one of the columns of data? More info here: https://support.gainsight.com/SFDC_Edition/360/Admin_Guides/Configure_the_Customer360_Details_(C360)_Page_and_Section_Types#Configure_Related_List_and_Embedded_Page_Sections

VP of Customer Success at Forcepoint
angela_domenichelli
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  • angela_domenichelli
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  • November 8, 2019

Testing that now, thanks!

Angela Domenichelli (She/Her/Hers)
andreammelde
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  • andreammelde
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  • September 28, 2020

@dan_ahrens  I am running into this too. I have SFDC Account ID and Gainsight GSID but it won’t filter on either. Is there a different ID i should be pulling?

Andrea Carroll
andreammelde
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  • andreammelde
  • Helper ⭐️⭐️
  • September 28, 2020

it’s working now - I think just needed a refresh

Andrea Carroll
dan_ahrens
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