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New Idea

Limit ability to jump to SFDC via C360

Related products:None
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    teena
  • zach_davis
    zach_davis
  • samantha_braastad
    samantha_braastad
  • kristin_f3c469
    kristin_f3c469
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    robert_johnson_c15170
josh_grigone
Hi team,

It has occurred to me via the support channel that some Admins may want to limit end user's ability to jump into SFDC via the C360 using the vertical 3 dots to access the Account, Opportunities and Contacts. 

Would it be possible to toggle this on and off or perhaps have the ability to limit this access for certain users/profiles. Adding a screenshot below for reference:



Thanks!
Josh

    2 replies

    dstokowski
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    • dstokowski
    • Gainsight Employee ⭐️⭐️
    • 534 replies
    • February 1, 2017
    What is the main rationale for this?  To keep people in Gainsight, force a change of habit?  I like it - just want to understand key drivers for the ask.
    martha_stuart
    1 person likes this
    • martha_stuart
      martha_stuart
    martha_stuart
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    • martha_stuart
    • Contributor ⭐️⭐️⭐️⭐️
    • 27 replies
    • February 1, 2017
    Thanks for posting this Josh! Denise - this was suggested to us by a rep who mentioned when Gainsight was first rolled out here they were trained to go to this spot to view account/opps/contacts but now with added functionality they can do this from the sections on the CS360. This would force reps to stay in Gainsight (which they should be doing anyways) to access these objects instead of jumping out to Salesforce. 
    andrew_shipman
    1 person likes this
    • andrew_shipman
      andrew_shipman

    Reply


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