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New Idea

Bring the SFDC links to Mini 360

Related products:CS C360 & R360 & P360
  • September 25, 2024
  • 1 reply
  • 26 views
zach_davis
heather_hansen
darkknight
spencer_engel
bradley
+4
  • zach_davis
    zach_davis
  • heather_hansen
    heather_hansen
  • darkknight
    darkknight
  • spencer_engel
    spencer_engel
  • bradley
    bradley
  • kstim
    kstim
  • kelly.nissl
  • dayn.johnson
    dayn.johnson
  • emilyt2246

zach_davis

Can we get the SFDC Account, Opportunities, Contacts, Related Contacts links brought into the mini-360? 

The workflow for a user, from cockpit, to have to click on a company name, open the mini-360, click the company name again, click the 3 dots and select one of these items is terrible. We’re heavy Salesforce users and have received a lot of feedback on this workflow. Seems like it would be an easy add.

 

I now have to introduce my users to the User Setting to ‘disable 360 in the sidebar’ just to avoid this workflow.

1 reply

spencer_engel
Forum|alt.badge.img+4
  • Expert ⭐️
  • 669 replies
  • September 25, 2024

Thank you for mentioning this. I’ve found it frustrating as well.


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