Hi!
One of the biggest struggles our CSM’s have with GS is logging timeline activities to accounts that have multiple locations. For instance, we have parent accounts in Salesforce and under those parent’s we have the locations. When logging to the timeline they log to the parent however they would really love if when they log to parent, it can log under the child as well. Timeline activity reporting isn’t accurate because of this.
Any solutions?
Best answer by romihache
I was looking some documentation and came across the Company Hierarchy feature. We don’t use it so I’m unfamiliar with it, but perhaps it could solve (maybe a part of) your problem: https://support.gainsight.com/gainsight_nxt/07360/User_Guides/Company_Hierarchy_Rollup_View
I’d hit Support to confirm if this could work or if there is some workaround like using APIs for your use case
+9Hi
There isn't an automated way to do this as far as I know, but they can use the associated records to timeline feature.
Then, you can use Data Designer (“Activity Associated records - All”) and merge with Company and pull the data. In this example, the Activity was logged into the Company GSID that ends in OE6P, and the associated record Company GSID is 873X.
This is how that same activity looks in the Parent’s Timeline:
Hope this helps!
+9I was looking some documentation and came across the Company Hierarchy feature. We don’t use it so I’m unfamiliar with it, but perhaps it could solve (maybe a part of) your problem: https://support.gainsight.com/gainsight_nxt/07360/User_Guides/Company_Hierarchy_Rollup_View
I’d hit Support to confirm if this could work or if there is some workaround like using APIs for your use case
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