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heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
August 19, 2025
New Idea

Staircase Multi-select Picklists

Related products:Staircase AI
  • August 19, 2025
  • 1 reply
  • 60 views

Related to this post - we have several multi-select picklists that we’d like to be able to sync over to Staircase from Gainsight, and it appears that’s not possible today.

2 examples:

  • We have a role field that’s a multi-select in Gainsight that we would like to be able to use in Staircase as well. Currently, we have to do some fancy rules engineering to prioritize roles and use a single select picklist instead.
  • We use Account Programs in SFDC and sync them over to Gainsight in a custom object related to Company.  Since Staircase can’t see Related Objects, we don’t have a good way to pull over if a customer is included in an Account Program.  A customer can be in multiple Account Programs, and we’d like to be able to create a multi-select picklist of all active programs on Company and sync that over so that we could filter the Executive Dashboard on a specific program to determine the impact and sentiment as well as how much communication it’s generating.  As a workaround, I could make a single select, but then I’d have to do some prioritization of programs to determine which one to include OR I could just add a boolean checkbox for the key programs we want to be able to filter on, but then, I’ll have to add multiple fields.

1 reply

jason_metzler
Helper ⭐️⭐️
December 4, 2025

Running into the same issue. We’ve got a field that our data science team built to show whether a customer is a fit for our other add-on products or not. This data is currently housed in a multipicklist field in GS CS and it’d be great to just push it over into Staircase for the team to use to use to find accounts to target for upsell conversations.