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Display field level help text from Salesforce

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blynn_buckley
It would save our users time if they could see any corresponding field-level Help text that exists in Salesforce, in Gainsight as well, e.g. report column headers need further description. Today users have to click the "eye" to open up the full record in Salesforce, find the Help text (?) there, then navigate back to Salesforce.

    10 replies

    manu_mittal
    Forum|alt.badge.img+2
    • manu_mittal
    • Gainsight Employee ⭐️
    • 639 replies
    • July 27, 2016
    Makes a ton of sense, Blynn. The only thing to figure out is how exactly we expose these in a tabular report; relatively simpler to display in the Attributes section, for example. Will work on some options, but if you have any specific thoughts/ideas, please do share! 

    Thanks!
    katie_rovelstad
    +1 on this request and hope it is in the works! This functionality would be extremely helpful to add context to fields in Gainsight, especially as we hire new CSMs or add new fields to Gainsight. 

    I quite like the Salesforce solution where hovering over the "?" brings up the Help text for that attribute. Happy to discuss more in-depth! 
    samantha_braastad
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    • samantha_braastad
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • 229 replies
    • September 11, 2018
    Where is this at? We have been diligent about adding help text to new fields but out CSM/E's do not have visibility into the help text within Gainsight. 

    andrew_cummins
    tsmorin
    2 people like this
    • andrew_cummins
      andrew_cummins
    • tsmorin
      tsmorin
    andrew_cummins
    Forum|alt.badge.img+1

    Did this ever get implemented?

    M

    Hello @andrew_cummins, this hasn’t ben implemented yet in SFDC edition. We are evaluating the idea to show the help text for fields in the Attributes section of C&R360s. I will get back to you with an update soon.

    sai_ram
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    • sai_ram
    • Expert ⭐️⭐️
    • 3727 replies
    • December 14, 2020

    @samantha_braastad, @katie_rovelstad, @andrew_cummins and @blynn_buckley sorry for the delay response here! The good news is that, this is implemented in last release. Here is the document for it. Thanks all!!

    andrew_cummins
    1 person likes this
    • andrew_cummins
      andrew_cummins
    andrew_cummins
    Forum|alt.badge.img+1

    Thank you! is there a way to add help text to added fields on an MDA object to display in a timeline entry?

    sai_ram
    Forum|alt.badge.img+1
    • sai_ram
    • Expert ⭐️⭐️
    • 3727 replies
    • February 11, 2021
    andrew_cummins wrote:

    Thank you! is there a way to add help text to added fields on an MDA object to display in a timeline entry?

    @andrew_cummins could you please create a new post for this request.

    andrew_cummins
    Forum|alt.badge.img+1

    @sai_ram here is the post

     

    sai_ram
    1 person likes this
    • sai_ram
      sai_ram
    sai_ram
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    • sai_ram
    • Expert ⭐️⭐️
    • 3727 replies
    • March 1, 2021
    andrew_cummins wrote:

    @andrew_cummins thanks for creating one. The new post is in review with the product team. 

    Reply


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