We’re looking to leverage Spaces to collaborate with customers on Success Plans. We use the Customer Goals object to track and manage Value (Proposed, Planned, and Deliver) with customers. At the moment, we’re being blocked because we have internal fields on the Customer Goal object that we need to keep hidden. We’d like the ability to collaborate on Customer Goals with customers via Spaces - without exposing fields that should be internal only.
New Idea
Ability to hide fields in Spaces
This was a hot topic during the session at Pulse I faciliated as well - being able to show Goals and Value integrated cleanly into Spaces as a natural outcome for having a collaborative success planning experience with customers.
+6The same holds for Success Plans indeed. Customers don’t need to see the full Success Plan as shown in Gainsight, in my opinion a clean overview of objectives and tasks would be sufficient.
+10The same holds for Success Plans indeed. Customers don’t need to see the full Success Plan as shown in Gainsight, in my opinion a clean overview of objectives and tasks would be sufficient.
Not just sufficient. I’d say a clean overview would be the preference. We don’t want customers to get lost in success plans -- that’d be counterproductive.
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