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canio_caputo
canio_caputo
Contributor ⭐️⭐️
July 15, 2016
Question

Does anyone have experience embedding a Salesforce page directly into the C360?

  • July 15, 2016
  • 3 replies
  • 152 views
I want to be able to just figure out how to add the customers page from Salesforce, for example our Zendesk page. Even at a minimum I'd love to just be able to po[ulate the C360 with the customers Salesforce page. I figure I can take it from there once I understand how to add the parameters etc.

    3 replies

    marie
    marie
    Gainsight Employee ⭐️⭐️
    July 15, 2016
    Hi Canio, we have a tutorial on how to embed Chatter on the C360 which is done by embedding a custom Visualforce Page. That should give you a good model for adding custom pages to the C360.

    There's also a short tutorial in these release notes for how to embed Box which will give you another reference point. 

    Alternatively, there's an easy way to navigate to the Account page from the C360 if the goal is to make the navigation easier. You can just click the three dots at the top right of the C360 page and jump directly to the Accounts, Opps and Contacts for this customer:

    canio_caputo
    canio_caputoAuthor
    Contributor ⭐️⭐️
    July 15, 2016
    The chatter page you sent me to seems out of date. There is no "Administration > Workflow > Calls to Action"
    marie
    marie
    Gainsight Employee ⭐️⭐️
    July 15, 2016
    Hi Canio, it's not a chatter page - these steps are to verify that you've enabled Chatter in the right way within Gainsight. It's directing you to go into Gainsight administration to check this configuration.

    So you'd click on the Gainsight administration tab:



    Then click the two arrows at the lefthand of this page to pop out the Menu. And then follow Workflow > Calls to Action to check your Chatter configuration within Gainsight:



    Does that clear it up?
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