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zach_davis
Helper ⭐️
September 25, 2024
New Idea

Bring the SFDC links to Mini 360

Related products:CS C360 & R360 & P360
  • September 25, 2024
  • 1 reply
  • 56 views

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
Expert ⭐️
September 25, 2024

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