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Alicia Fisk
Shoshin
Alicia FiskShoshin
asked in Customer Communities (CC)

Experience with using form in Customer Community to create a CSQL in CS?

Hello all, I am wondering if anyone has used a form in their customer community to create a record in Gainsight CS, such as a CSQL? We have a use case where customers can add (and remove) quantities from their subscription at any time during a contract year. Right now, there is a lot of manual handoff of this information via email. The customer emails the CSM or CS Pool, we send the customer a form, the form is returned, an Opportunity is manually created, etc. What we are interested in figuring out is whether customers could fill out a form in community with the required data, and when that form is submitted, automatically create a CSQL (via a rule, say) in Gainsight CS?We are brand new to CC--our community is not live yet. We have been using Gainsight CS for two years, but have not yet configured CSQL functionality. But we like the idea of making this transaction easy for the customer to initiate, and having it co-located in the community, a space we want to encourage them to use reg

0
Alicia Fisk
Shoshin
1 month ago
E
elisabetta.rossi1Registered User

Track Usage of Teams viewNew Idea

Hi! We are looking at enabling the SFDC Team View of Gainsight and would like to be able to track usage and adoption of the team view to ensure that this new feature will actually increase the usage of Gainsight from our sales teams.Accordiing to the support team, this is not possible at the moment. Is this something that could be considered as a future enhancement? Thanks

0
E
1 month ago
andreammelde
ACE
andreammeldeACE

Customer goals - widgets for GS Home, Dashboards, and C360New Idea

To drive adoption of Customer Goals, it would be great to have OOTB widgets like we have for Success Plans, CTAs, or Portfolio with in-line editing as well. GS Home Example C360 Example 

3
HollySimmons
All Star
1 month ago
kelly
MVP
kellyMVP

Mluti-select for Delete ActionNew Idea

Right now, the only function supported by selecting multiple Programs or Templates is Move, I’d like to be able to Delete multiple items at once. It’s tedious having to delete one by one if there are 5, 10, 15 that are to be removed. Navigate to far right>Click>Delete>Navigate to Center>Confirm>Repeat - I can’t even confirm the Delete with the Enter key.

3
Stuart
All Star
1 month ago
Kaori Wakui
Gainsight Employee: Shoshin
Kaori WakuiGainsight Employee: Shoshin
published in Gainsight GameChanger Japan

製品Tips：アクティビティ間の日数を出す

Gainsightのタイムラインを活用を進めていただくと、この活動と次の活動の間が何日なんだろう？何日以内に収めたいな。ということが出てくると思います。本日は、活動間の日数の算出方法をご紹介します！（Rules Engine使います） AとBという活動があるとします→今回はAとBの間の日数を算出します！   最終的にはこんな感じのルールを作っていきます！⬇︎上から順番にアクティビティ抽出→マージ→期間を計算の順番で細かくやり方を解説します AとBのアクティビティをそれぞれ抽出します：これはAの例次にAとBをマージ。Joinを使います。マージするとこんな感じのデータになります↓  続いて期間を計算。Transformしていきます。Add Formula Fieldを活用してAからBの期間を算出しますFormula Fieldはこんな感じでDate Diffを使って算出↓算出された！！ あとはActionの追加でどのフィールドに算出された情報をアップロードするか決めれば出来上がり！ ←C360の属性情報にこんな感じで表示することができます！    同じ考え方でマイルストーン間の試算などもできます！ぜひ参考にしてみてください〜😊今回のルールは 弊社SCの三橋さんに作成いただきました！ @hmitsuhashi  ありがとうございました！！

260
Kaori Wakui
Gainsight Employee: Shoshin
1 month ago

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