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    Idea Pipeline

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    6159 Ideas

    karentaylorContributor ⭐️

    Ability to associate timeline entry to Success PlanReleased

    Our CS team monitors adoption, risk, ROI, etc. through Success Plans. It would be extremely helpful to their workflow to be able to associate Timeline Activities to a Success Plan (instead of just a CTA, Company, or Relationship), especially when creating a Timeline Activity from something like the GS Zoom App.

    18
    ChiragJ
    Forum|Forum|1 month ago
    ana_gHelper ⭐️

    Ability to pin a Timeline activityReleased

    Our client timelines are reviewed by a number of different users, from CSMs to Management to others who support the account and need to quickly sift through Timeline activity notes to pull details for QBRs. It would be helpful if the CSM could pin a particular Timeline activity to the top of the Timeline to flag for review by others. So for example, if the CSM logs an update, he/she would include the most important points in that activity so others don't have to spend time reading all of the long email chains, etc. just to get to what they need, while CSMs won't need to change their process of logging activities.

    46
    ChiragJ
    Forum|Forum|1 month ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Admin defined views for TimelineReleased

    Gainsight Admins should be able to “push” views to Timeline, the same way they can Cockpit views today.  Here are a few use cases:Authored by Current User and Company is not managed as Customer Help CSMs find activities where they selected the wrong account and update with the correct account information Creating a view for all accounts within a hierarchy Helps CSMs with complex account hierarchies find all Timeline activities for the parent and child accounts

    42
    ChiragJ
    Forum|Forum|1 month ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Copilot Object Links Open new Browser Tab with Gainsight login pageNew Idea

    We use the Salesforce Console view of Gainsight.  When copilot links a Timeline Activity or CTA, the link opens in a new browser tab with a login screen instead of opening within the console.  Please update the linking behavior.

    2
    Ritika Jindal
    Forum|Forum|1 month ago
    spencer_engel
    spencer_engelExpert ⭐️

    Allow ALL Timeline Activities to be PinnedNew Idea

    I noticed recently (and had support confirm) that only activities that are created directly on the C360 can be pinned.This limitation becomes especially goofy in the following example, where the top activity in the screenshot is associated manually in the Timeline activity to a CTA. The bottom activity is associated with the exact same CTA but was logged originally on the CTA Timeline rather than after the fact.The top CTA is able to be pinned. The bottom one is not. This feels inconsistent and is hard to explain to our CSMs, especially when we’ve been coaching them to put their important Timeline entries directly on the CTA or Success Plan when applicable.  

    0
    spencer_engel
    Forum|Forum|1 month ago
    manda.edmonds
    manda.edmondsContributor ⭐️⭐️⭐️⭐️

    We need, to be compliant with security settings, to be able to determine who can and cannot download reportsNew Idea

    As an org, we have a system in place that allows us to determine who can and cannot download reports from system.  We cannot do this within Gainsight.  While I know there may be some upcoming product release items, we truly need to be able to control this at the permission level for security compliance.

    3
    romihache
    Forum|Forum|1 month ago
    krispilsContributor ⭐️

    success plan mandatory fieldsOpen

    to have the posiblity to add mandatory fields to a suceess plan

    34
    GLau
    Forum|Forum|1 month ago
    Katja_J.
    Katja_J.Contributor ⭐️

    Show Complete Followers and Following ListsNew Idea

    I hope I didn't miss anything during my search, but I couldn't find a similar idea.We have been made aware that the followers list currently displays only 100 profiles. If a user has more than 100 followers or follows more than 100 people, the remaining profiles are not visible and therefore cannot be managed (e.g., unfollowed).I suggest expanding the followers and following lists to display all profiles. Showing the complete list of followers and followed profiles would increase transparency, provide a full overview of a user's community network, and make it easier to manage connections and followed accounts.

    0
    Katja_J.
    Forum|Forum|1 month ago
    bradley
    bradleyExpert ⭐️

    Topic Lists ClickableNew Idea

    This is for both Topic Breakdown and Accounts Metrics Views: In Topic breakdown, I would like to be able to click a row (customer) and either have it expand with the items I click on, or just have the whole row expand with each of the items here:Clicking on the spyglass is cute, but you have to really know where to find it and what it does. On Account Metrics view:Very similar request, let me expand the row or expand the item I click on If I click on the customer name, it takes you to the overview page, not the specific items I was looking at. I think Open Items gets you there, but again it’s not clear if that’s even the same thing (I currently have limited data so I’m not sure). While both have the heatmap at the top of their respective pages, I think they’ll get clunky the more data you get, and in some cases you want to be looking at the list, so forcing users to scroll back up to the heatmap isn’t super ideal either.

    1
    bradley
    Forum|Forum|1 month ago
    jrich
    jrichContributor ⭐️⭐️⭐️⭐️

    Include an option to show Gainsight Copilot in the Salesforce C360 Lightning Web ComponentNew Idea

    In the new Salesforce Gainsight CS managed package, when you add the Gainsight CS App LWC to a Salesforce layout, which includes the Gainsight left sidebar, users can access Gainsight Copilot.However the Gainsight 360 Widget LWC removes the Copilot button from the standard C360 view. I have been told by support this was intentional to make the widget a more streamlined view of the C360, but its a core component that we want to encourage our Salesforce users to use to find out more about their accounts.The 360 Widget LWC even includes a “Show Sally Bot” option, which is no longer a feature of Gainsight, so it doesn’t work anymore. It would make sense that showing the Copilot button would also be a selectable option for this view.

    0
    jrich
    Forum|Forum|1 month ago
    spencer_engel
    spencer_engelExpert ⭐️

    Allow SFDC Contacts to be the source of truth in Gainsight instead of Company Person/PersonNew Idea

    I find myself spending a lot of time architecting our Company Person model in such a way that will optimize how our Salesforce contact architecture is setup. The problem, though, is there has never really been a perfect - or even decent - blueprint as to how to do this, especially for customers like us (and my previous org) who use the Account Contact Relationship object. Plus, Gainsight’s arcane “Load to People” action makes updating/upserting to Company Person even harder than it already is, as I’ve already outlined below.  Here are just a few of the common issues I’m constantly playing whack-a-mole with: Duplicate and orphaned records: Contacts that exist in Salesforce but don't cleanly map to a Company Person, or Person records that linger in Gainsight long after they've been deactivated or deleted in Salesforce. Sync headaches: Field mapping mismatches, sync failures, and contacts that show up in one system but not the other. Admin overhead: Time spent building and maintaining rules, connector jobs, and data management plays just to keep contacts in a usable state. End-user confusion: CSMs logging Timeline activities to stale contacts because the Person model hasn't caught up with what Salesforce already knows. I presume the initial intent behind the Person object was to make Gainsight CRM-agnostic, which I understand. But let’s be realistic here - we know Salesforce still is the predominant CRM, which is reflected in the fact its related list functionality, connectors, etc. are all much more well-developed and high-functioning than other CRM competitors. So why not acknowledge this by allowing Salesforce contacts to be the source of truth for Timeline activities, JO Programs, and more if admins so choose? This would presumably have the added benefit for Gainsight of deflecting a lot of support tickets and cleaner customer data.  The bottom line is contact cleanliness is already a difficult issue for pretty much every business. Forcing customers to use the Person/Company Person model compounds the problem.

    10
    bradley
    Forum|Forum|1 month ago
    bradley
    bradleyExpert ⭐️

    Stakeholder Role AgentNew Idea

    Staircase allows you to set up Stakeholder Roles. Some can’t be changed, but you can add your own. Staircase also only accepts single role values for a given Stakeholder, and suggests mapping them from your CRM.This is fine, but in the modern age, it would be great to leverage Staircases own capabilities to identify these roles for you. In fact, the hand-off analyst does this, but that is only for new accounts.Here’s what would be interesting:As an alternative to just mapping from a picklist in your CRM that is likely hand maintained (or not at all, or somewhere in between), you can set up Stakeholder Insights.You define what roles you want, similar to today Instead of stopping at the role name, you add some context as to what someone in that role would sound like. You then have the ability to write the “Insight” derived role to a field on Staircase Ideally, a human could overwrite it if it seems incorrect as well This would not be limited to new accounts, but any existing ones as well.

    2
    dcassidy
    Forum|Forum|1 month ago
    Chris Hackett
    Chris HackettHelper ⭐️⭐️⭐️

    Sticky to have timerNew Idea

    We would like to have a timer available for the sticky. It would help ensure content doesn’t sit out there too long as sticky. We have many people who use this functionality and chasing them all down to see if we can make their post “un-sticky” is challenging. If they had the option to add a timer of some sort that would help.

    4
    LisaN
    Forum|Forum|1 month ago
    Gaby
    GabyHelper ⭐️

    Ability for users to search other members by badgeNew Idea

    We have a badge for those attending our in-person conference and it would be great for networking purposes if they could easily search by who else has that badge.

    1
    Gaby
    Forum|Forum|1 month ago
    aflickContributor ⭐️

    Student reportNew Idea

    To have a report on which students (specific emails) click to download any item from a lesson (when it's specifically set as the download option). 

    0
    Forum|Forum|1 month ago
    gregory.williamsonContributor ⭐️

    Daily Job Execution Health Monitoring & Team AlertsNew Idea

    Category: CS Platform - Administration & OperationsProduct Area: Rule Engine, Connectors, Data ManagementPriority Level: MediumProblem StatementGainsight administrators currently lack a centralized, automated way to monitor the health of daily job executions (rules, connectors, job chains) and get alerted to failures or anomalies. This forces teams to manually check Gainsight logs or rely on external monitoring solutions to identify failed jobs, partial successes, and aborts.Use CaseOur CS team runs dozens of daily jobs (rules, connectors, job chains) that sync critical customer data and drive automated workflows. When jobs fail or partially succeed, we have no native way to:Get a daily summary of job execution status Identify which jobs failed or ran with errors Surface anomalies automatically (e.g., unexpected abort, sudden failure rate spike) Route findings to the admin team for remediationInstead, we either:Manually check Gainsight execution logs daily (time-consuming) Build custom integrations/scripts to monitor jobs (workaround) Wait for customers to report data discrepancies (reactive, too late)Proposed SolutionAdd a Daily Job Health Dashboard & Alert System to Gainsight CS that:Core Features:Health Score: Automated daily calculation of job execution health (SUCCESS %, with breakdown by PARTIAL_SUCCESS, FAILURE, ABORT) Daily Summary Report: Auto-generated report showing: Overall health score & trend vs. previous day Job status breakdown by type (connectors, rules, chains, data design, programs, etc.) All non-successful jobs (failures, partial successes, aborts) Anomalies (e.g., job that usually succeeds suddenly fails) Recommended remediation actions Team Notifications: Option to email or post reports to Slack/Teams for admin teams Flexible Scheduling: Run daily or on custom schedules Historical Trending: Track health scores over time to identify patterns Filterable by Job Type: Option to focus on specific connectors, rules, or job chainsAdmin Configuration:Define which jobs to monitor Set alert thresholds (e.g., alert if health score drops below 80%) Choose notification channels & recipients Customizable anomaly definitionsExpected BenefitsFaster Issue Detection: Proactive identification of job failures before they impact customers Operational Visibility: Admins can see system health at a glance without manual checking Reduced Troubleshooting Time: Clear identification of failed jobs + suggested next steps Data Quality Assurance: Catch sync failures early, preventing downstream data issues Team Collaboration: Shareable reports keep all stakeholders informedTechnical ConsiderationsCould leverage existing Rule Engine execution logs & connector audit trails Similar to application monitoring/APM patterns (health scoring, anomaly detection) Optional integration with existing Gainsight reporting/dashboardsCommunity QuestionsAre others manually monitoring job health or building custom solutions? What job execution visibility features would be most valuable to your team? Would you use this if it were available?

    0
    Forum|Forum|1 month ago
    mhoffman127Contributor ⭐️⭐️

    Unify identities across CC and ControlNew Idea

    Because CC (front end) and Control treat identities as separate, we’ve had to configure and maintain two separate provisioning paths for employees, and they must authenticate separately into each area depending on their job to be done. We use an enterprise IDP for employee SSO, and this process creates significant confusion, both in initial provisioning and subsequent daily/weekly use. We would love to see CC and Control have native SSO and identity management, such that employees only need to authenticate once in either “direction” between CC <> Control.

    0
    Forum|Forum|1 month ago
    erin.brisson
    erin.brissonContributor ⭐️⭐️⭐️⭐️⭐️

    Add expiry to Sticky PostsNew Idea

    Sometimes it’s difficult to remember all the posts I’ve made Sticky. It would be great to be able to set an expiry when I toggle on the Sticky topic. For example, say I want a post to be sticky for 7 days, after the 7 days, the platform automatically removes it as Sticky.

    2
    erin.brisson
    Forum|Forum|1 month ago
    JeppePeppe
    JeppePeppeHelper ⭐️⭐️

    Give the moderator role access to "Home" ControlNew Idea

    Hello there!The Home view in the control environment is one of the better updates recently and I have it open all the time, to get an overview of unread topics, pending posts, reported content and so on.I noticed as we just got a new moderator to the team - that they don’t have access to the Home view. Therefore they need to switch tabs and look through different locations to see everything.A solution to this is to give them the admin/community manager role, but this would give them a lot of options which can be confusing for a moderator and also a bit too much information in general. My idea in short:I would like for the moderator role to have access to the Home view. I think it’s pretty clear on why a moderator would benefit from this view - so that they have a very clear update on everything. Don’t know what product area this would fit, feel free to change it @moderators 

    1
    Suvi Lehtovaara
    Forum|Forum|1 month ago
    lyndarContributor ⭐️

    Possibility of integration between Community Subscription Alerts with Google Workspace ChatspaceNew Idea

    I want to automatically send community notifications (like new posts or event announcements) directly to a Google Workspace Chat space, allowing members to receive real-time push alerts within their team's existing workflow instead of relying on individual email subscriptions. Does Gainsight Community support an integration with Google Workspace Chat (e.g., via webhooks, bots, or apps) to broadcast community updates to a group chat room? Current State: Users can only subscribe to notifications via email. Desired State: An automated push integration to a shared Google Chat space. Call to Action: Open to advice, workarounds (like Zapier or webhooks), or best practices from the community.

    0
    Forum|Forum|1 month ago
    Maxime_MContributor ⭐️⭐️

    Display image file names for attached imagesNew Idea

    Hello,Currently, when a user attaches a file to a post, the file name is always displayed, except when the file is an image. We believe file names should be shown consistently across all file types, including images.This is important for clarity, especially when users upload files and later refer to them by name in their post.Therefore, we would like the image file name to be displayed when an image is attached.

    0
    Forum|Forum|1 month ago
    GabrielDocuSign
    GabrielDocuSignContributor ⭐️⭐️⭐️

    Multiple SSO Instances for Each ProtocolNew Idea

    Digital Hub platform only supports one instance of each of the following SSO protocols: SAML2 OpenID Oauth2 Token Google DocuSign needs the platform to support multiple instances of the same SSO protocol so that the various account types utilized by DocuSign users all have a seamless ability to login to the site.Example: 

    1
    Forum|Forum|1 month ago
    Gainsight Employee ⭐️
    AbidGainsight Employee ⭐️

    Execution logs for query ( source ) in dynamic programReleased

    Hi Team,Currently we don’t have the execution logs for the query in dynamic program. It would be really helpful if we can have the logs which would ease to check the data fetched by query and the actual data in the program.

    3
    vmallya
    Forum|Forum|1 month ago
    dayn.johnson
    dayn.johnsonVIP ⭐️⭐️⭐️⭐️⭐️

    Allow customizable number of hours for recurrent evaluate steps in new dynamic JODiscovery

    Is it feasible to make it to where we can adjust the number of hours a recurrent evaluate step in the new JO is evaluated? Having a condition evaluated every 11 hours massively throws off the timing for any following steps, which can lead to emails sending at all hours (not a good look).It’d be much simpler (and more useful) to have it where we could configure it to a reasonable number of hours, even if there were pre-configured options (12, 24), with an “up to x number of days” option. I’d much rather have it check every day and send at a consistent time. 😀 Something like the following would be awesome (from the current advanced JO): 

    13
    vmallya
    Forum|Forum|1 month ago
    mobrien14
    mobrien14Helper ⭐️

    Clone 'Program Steps' in Dynamic JODiscovery

    We’re currently working a multistep survey program, which includes reminder emails & evaluate steps for generating CTAs based on a client’s response. Given the number of reminder emails & steps (split into two branches after participants are loaded), this leads to 6 evaluate steps and 12 ‘Create CTA’ steps that are identical in terms of criteria/filtering.For situations like this, it would be great to have the option to clone the first Evaluate & Create CTA steps so that we aren’t having to set the same criteria 6-12 times. Having this option would cut down. on build time and streamline the development process.

    12
    vmallya
    Forum|Forum|1 month ago

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