Question
Hyperlink to Salesforce page via report
Today, we don't pull accounts into Gainsight until post-sale.
However, our managers would like a report on their Gainsight dashboard that shows pipeline opportunities. I've created this report, however the Account Name hyperlinks to the C360 page - which doesn't exist for these accounts because they are not closed deals yet - so when you click on the link it takes you to the "Please search a customer" page.
Is there a way to link to the Salesforce account page via a report that does not require a custom field?
However, our managers would like a report on their Gainsight dashboard that shows pipeline opportunities. I've created this report, however the Account Name hyperlinks to the C360 page - which doesn't exist for these accounts because they are not closed deals yet - so when you click on the link it takes you to the "Please search a customer" page.
Is there a way to link to the Salesforce account page via a report that does not require a custom field?