Is there a plan to add more objects besides Account and Customer Info to the Attributes section of C360?
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Right now, I am only able to add fields to the C360 page that are from the account or customer info objects. This is really limiting and in turn requires the team to go back to SFDC for certain pertinent information. I can't rely on putting everything into an embedded report. Is there a plan to allow you to add more fields outside of these two objects?
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Let us see how does other customers need this functionality.
@All Please hit Like or +1 to increase the priority in the road-map
And if you want to list out multiple fields in the report it becomes restrictive as showing too many fields requires you to have to scroll across the report. It almost makes viewing the account information easier and cleaner from Salesforce which ideally we don't want to be the case because we want our team to stay in Gainsight as much as possible. I'm not sure if this was the goal of the C360 or if the idea was that end users would still navigate back to Salesforce to view important account details.
Just to make sure I have all the specifics, the account looks up to the implementation object, not the other way around? And so, in particular, there is always only one implementation record per account. Right?
Hi - I believe this use case is along similar lines. I would like to add dropdown lists to the attributes section, such that we can maintain account data in Gainsight directly. Our use case is that the Salesforce account record is maxed on available fields, so we’d like to enable users to manage Relationship specific information in Gainsight.