C360: Google Drive integration for CSMs to store customer documentation
+4What I need is a card on the C360 page which will allow me to enter a unique URL that will provide access to that specific customer folder.
+1We are able to integrate with Box to show folders specific to a customer via our embed page feature in C360. I am not sure if we can achieve similar integration with Google Drive folders.
Now that we have added editing capabilities to attributes in C360, you should be able to create custom field on either customer info or account object to store this url and then set/access it from C360.
I also need the ability of Account specific information in the form of URLs in the Customer 360 page
See our CSMs like to keep information like this in the Accounts 360 page. They currently store information such as the ones below specific to each Account.
- Customer URL
- Zendesk URL
- Org Chart URL
- GDrive Location
- Slack URL
These are currently stored as Comments. Unfortunately the Comments field does not recognize URLs I am told.
My ask is if there's any easy way to store these as URLs/Links.
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