Skip to main content
Solved

Please make Gainsight flexible to use any account within Salesforce related to a Contact

  • March 8, 2017
  • 1 reply
  • 19 views

juhi_bulchandani
Gainsight looks at the standard account field for Co-pilot , CTA's etc. Every Salesforce instance implementation is different and with our current account structure in Salesforce(2 account views) it is challenging to use Co-Pilot , contacts within CTA. This applies to all the functionality which uses contact and account related to the contact.

Best answer by karl_rumelhart

Thanks for posting.  We are aware of this request and are working to extend the scenarios where we support non-standard account lookups.
View original
Did you find this topic helpful?

1 reply

karl_rumelhart
Forum|alt.badge.img+4
  • Helper ⭐️⭐️⭐️
  • 460 replies
  • Answer
  • March 9, 2017
Thanks for posting.  We are aware of this request and are working to extend the scenarios where we support non-standard account lookups.

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