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andrew_cummins
andrew_cummins
Helper ⭐️
October 20, 2016
New Idea

Increase ability to format Success Snapshots

  • October 20, 2016
  • 23 replies
  • 347 views
Would be nice to be able to do the following while creating a Success Snapshot for export: 
  • change the font size
  • Align in the center, right, left
  • change font color
  • add hyperlinks to text
  • ability to add text over pictures
  • create tables in a text box and allow "tags" (not a table from a report)
  • text box bullets line up properly and not all funky where if that bullet point moves to a second line it does not line up with the bullet point it is attached to.
  • Allow for sub-bullets and sub-numbers
  • Get rid of funky spaces that show up at the top of a text box 

      23 replies

      Show previous replies
      lane_h
      lane_h
      Helper ⭐️
      September 28, 2018
      Is there an update on the ability  to customize Success Snapshots with the above items?

      Director of CX and Scale Programs
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      September 28, 2018
      We are in process on a paradigm shift on success plans. Much is still being worked on, but at a high level it will focus on allowing Gainsight data to be written into a PPT/Google Slide deck instead of creating the entire deck via Gainsight. This will give control over things like formatting, fonts, look & feel back in the hands of the creators via PPT/Slides. Look for more information on these new features in the coming months. 
      VP of Customer Success at Forcepoint
        rakesh_lingala
        Helper ⭐️⭐️⭐️
        September 3, 2020

        Hello Everyone!

        Success Snapshot 2.0 in SFDC and Success Snapshot in NXT enables admins to generate PowerPoint presentations with customer data and graphs from Gainsight, using your own customized presentation (business review deck) uploaded to the Success Snapshot repository, and help CSMs run their customer meetings (such as EBRs and QBRs). 

        For more information on how to format Success Snapshots, refer to the SFDC / NXT articles.

        Thanks for posting!

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