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    6160 Ideas

    silasramsden
    silasramsdenContributor ⭐️⭐️⭐️

    Support Editing Company and Relationship Attributes from Timeline ActivitiesNew Idea

    Today, when creating a Timeline activity, the fields available in the “New Activity” layout are limited to fields that exist on the Activity object itself. There’s no way to surface or edit Company or Relationship attribute fields directly in the activity composer the way you can in a CTA.This creates friction for common workflows where CSMs are already logging an activity specifically because they are updating the health, risk, or status of a Relationship or Company. The activity and the attribute update are tightly connected in intent, but the UI forces them to be handled separately.For example:A CSM logs a Timeline activity to capture a risk discussion They also need to update Relationship fields such as risk reason or recovery status Today, those fields can’t be shown or edited in the Timeline activity itself The CSM must either navigate away to the Relationship record or use a CTA instead, breaking flowThe idea is to extend Timeline activities with a Linked Object capability similar to CTAs, allowing admins to optionally surface selected Company or Relationship fields in the Timeline “New Activity” layout:Allow specific Company/Relationship attributes to be displayed and editable in the activity composer Values would write back to the source object (Relationship or Company), not live only on the Activity Scope this to admin-configured, explicit fields (not a free-for-all) Keep existing Activity custom fields as-is for notes that are activity-onlyThis would:Reduce context switching for CSMs Improve data accuracy by updating attributes at the moment they’re discussed Make Timeline a more natural place to capture outcome‑based interactions, not just notes Align Timeline more closely with how CTAs already support linked object updatesAdmins who don’t want this complexity could simply leave it disabled, but for teams relying heavily on Relationship health and risk tracking, this would remove a major usability gap.

    silasramsden
    silasramsdenContributor ⭐️⭐️⭐️

    Group Salesforce Case Emails by Case (Not Exchange Conversation ID) in TimelineNew Idea

    When using Email‑to‑Timeline with Salesforce Cases, emails that clearly belong to the same Case can show up as multiple separate conversations in Timeline. This happens because Timeline relies on Microsoft Exchange’s Conversation ID for threading, and that ID isn’t preserved when emails are generated or replied to via Salesforce. Salesforce can create parallel reply chains for the same Case, Exchange assigns new Conversation IDs, and Timeline then fragments what is logically a single support conversation.This isn’t a bug in Gainsight or Exchange, and it’s a known limitation of cross‑system email threading. However, from a user perspective, the Case is the real unit of work — not the underlying email conversation metadata.The idea is to introduce Salesforce‑aware grouping in Timeline:For emails associated with a Salesforce Case, group Timeline entries by Case ID or Case Number Do not rely solely on Exchange Conversation ID in this scenario Apply this only to Salesforce Case–linked emails (no change to Outlook or Salesforce behaviour) Ideally make this optional or configurableFor example:A single Case generates agent replies, system notifications, and follow‑ups All emails relate to the same Case, but arrive with different Conversation IDs Timeline currently shows multiple fragmented conversations With Case‑based grouping, those emails would appear as one cohesive Case threadThis would:Preserve business context for CSMs Reduce noise and fragmentation in Timeline Align Timeline more closely with how support interactions are actually managed when Salesforce Cases are involved

    NEOGOV Tom
    NEOGOV TomContributor ⭐️⭐️

    Enable Content Promotion via Configurable Pop-Up SpotlightNew Idea

    I’d like to propose a feature that allows community managers to highlight specific content—such as posts, articles, events, webinars, or podcasts—through a configurable pop-up (or “spotlight”) experience within the community.The OpportunityPromotion is a critical component of driving engagement and ensuring content reaches the right audience at the right time. Without intentional amplification, even well-crafted content risks becoming passive rather than actively engaging.Proposed SolutionIntroduce a configurable pop-up content promotion module that enables community teams to:Feature specific content (posts, blogs, events, podcasts, etc.) Target users based on behavior, role, or journey stage Schedule promotions aligned with editorial calendars or campaigns Control frequency (e.g., once per visit, once per user, time-bound campaigns) Include CTA buttons (Register, Read, Listen, Join, etc.)Use CasesPromoting upcoming webinars or events Highlighting new product announcements or releases Driving awareness of community-generated best practices or trending discussions Amplifying podcasts, videos, or editorial content Supporting onboarding journeys for new membersWhy This MattersCommunity content is most effective when it drives active engagement, not just passive consumption. Strategic promotion helps convert visibility into action—comments, registrations, shares, and deeper participation.A pop-up spotlight mechanism would:Increase engagement with high-priority content Improve campaign performance tied to community initiatives Help community managers align content with business goals Reduce reliance on external channels for visibilityClosing ThoughtThis isn’t about introducing “ads”—it’s about empowering community teams with intentional content amplification tools inside the platform itself. A lightweight, configurable promotion layer could significantly enhance the impact of existing community content investments.

    ajprince
    ajprinceContributor ⭐️⭐️⭐️⭐️

    Staircase - Define New Data SourcesNew Idea

    "An AI is only as good as the data it learns from."Staircase provides incredible insights for our business already around retention, engagement, sentiment, and expansion.How can we take it further?We need it to know more about our business so that it has access to all of the information we would want it to crawl when our users ask it for recommendations and next steps.Why Would this be Important?Maximizing Value Delivery to the Customer - Helping CSMs close any knowledge gaps by allowing them to see what’s been missed or overlooked. Imagine a query like “Help me identify top adoption opportunities for my entire book of business” Unlocking Expansion Opportunities Across the Entire Business - Credit to ​@dcassidy for sparking these ideas - Imagine what that could do for the Expansion Analysis. Looking at 100-ish products against companies with a similar profile and "company x benefits from adding product abc" and guiding the CSM on how they might work through that with the customer. Imagine using a query like “complete a whitespace analysis across our entire segment/customer base and suggest the top adoption/expansion opportunities” Taking EBR/Strategic Conversations Further “Based on my customer’s desired outcomes and business challenges, which solution/features can we recommend to them? Include value proof points from other customers who have shared that this has helped them” "What LMS courses would by customer benefit from taking, based on their knowledge from the tickets, community posts, product usage, etc?” We need Staircase to be able to crawl data sources like:LMS platforms - understanding what learning courses are available to our customers Community platforms (and not just Gainsight’s) - understand what our customers are saying, common solutions to our customer’s problems, ideas, etc. Knowledge Bases - Crawl all of the knowledge base articles and product information Public Websites (ours, our distributors, our partners, and our competitors) Telephony platforms (transcripts) - where our support teams will be communicating with customers beyond simply the ticketing platform for live support, field service requests, etc.I’d view all of this as beyond simply an integration--the need is for Staircase to actually “crawl” and “ingest” this information.

    ChristianCDW
    ChristianCDWContributor ⭐️

    Year over Year (YOY) comparison reportingNew Idea

    Hey all,I’m a business analyst for my company and recently was asked to create reports comparing year-over-year (YOY) data pieces. In attempting to create these reports and widgets I learned that Gainsight does not have (by default) the following capabilities: Current Year YTD Values → Comparison Over Previous Year YTD Values Current Year QTD Values → Comparison Over Previous Year QTD Values Current Year MTD Values → Comparison Over Previous Year MTD ValuesThis was shocking to me considering these are fairly standard, cross-industry, reporting requirements for all business in all business sectors.Being able to take X period (current year, or other), with Y data (sales amounts, or counts, or other) and compare it to the same period in the previous year (or another year). This can be further expanded to a specific month (April 2025 compared over April 2024, or April 2023, etc...) Our account manager and technical account manager asked me to create this post for visibility.I was able to create a makeshift YTD year-over-year report, comparing current year to previous year, but it is very limited compared to a standard comparison report/widget.Support provided instructions on how to create this as a dynamic data-set, requiring us to create an object for each period that we want to see and comparing it to the previous 1 year back. However, this is still limiting and requires the set-up of multiple complex objects and requires us to upload a data table for what we want to compare, rather than using data within Gainsight.Please comment, upvote, etc!