Skip to main content
Question

[Ask from Customer] - View contacts and opportunities options from C360 in lightning showing only recent contact and recent opportunities


hitesh
  • Contributor ⭐️⭐️
  • 7 replies
View contacts and opportunities from C360 of lightening is showing only recent contacts and opportunities.

Replication steps-

1. Logging into Sales force and Switching to Lightning Experience 
2. Go into Gainsight and to any C360 page 
3. Clicking on the three dots and selecting either View Opportunities or View Contacts

The expected result is that it would take me to the Opportunities or Contacts for the account.

The actual result is that it takes me to the Recently Viewed list for either Opportunities or Contacts across all accounts.

Share your view and idea to fix this. If not then any plan to add in future release?

Thank you in advance !

2 replies

alexa_rosen
  • Contributor ⭐️⭐️
  • 5 replies
  • August 13, 2018
Hi Gainsight, do you have an ETA of when this issue, in Lightning, will be resolved?

psutela
Forum|alt.badge.img+2
  • Contributor ⭐️⭐️⭐️
  • 12 replies
  • August 30, 2023

Same is happening to us but via a link in a CTA notification email. Click on the hyperlink in the Customer name, it opens in C360, click on the Elipse menu, select View Opportunities and it opens the Recently Viewed Opportunities view in Salesforce. Note that my users ARE using Lightning view. I have an active ticket with support on this.


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings