We have reports built on SFDC objects, which are not currently supported for Global Filters on the Home Page. It would be ideal if this could work similarly as filters in the Dashboard section, as there will always be data we choose not to bring into Gainsight.
Example: Open Opportunities are not pulled into Gainsight so are sourced from SFDC. If an Open Opportunities report is placed on the Home Page, a CSM would not have the ability to filter for a specific Account.
Appreciate your help!
Our intended Home design had included Sales Opportunities and Support Case object information in our Home configuration - which had a lot of momentum and benefit for our team. These two items are best to look at across a book of business for each account manager- for aging or critical issues and open opportunities. However, these datasets are in Salesforce only - would need to filter for each CSM’s accounts on Home view.
If I am reading this thread correctly, see the note in the above comment: ‘Data Designer is also not supported with global filters on Home Page.’
So, if we had a data designer set that included the CSM user for the Account from Company object combined with the Salesforce data, and we created reports off of this in Home, the Company filter for Home will not work on these reports?
This is a big roadblock for us. Any other options?
TY
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