Topics in Gainsight 1970-01-01T00:00:00Z 3875 1023 1979 469 0 517 7545486 More in-depth training on Advanced Outreaches 2018-01-19T16:23:01Z 2017-06-27T19:49:27Z Britton Walker britton_walker Advanced outreaches are going to revolutionize a lot of our processes here, and I am excited about it. However, I'm not excited about how much training and guidance we've been given here. I've searched through the help articles and training videos, but I can't find anything more in depth than a basic level introduction to setting up advanced outreaches. Did I miss something that explains the new MDA objects related to AO's? Or a document that helps with testing and troubleshooting a new AO? I'd like more understanding before we publish our first one on July 1st.<br /><br />I've noticed a similar trend with other features when they are just released. I get an announcement and a basic how-to. From there I have to figure out the details on my own. question complete 10 11 5 comment 7671094 Is it possible to export a dashboard as a csv? (I know this was possible with UI views) 2018-01-19T16:22:37Z 2018-01-19T12:47:15Z Jackie Cofield jackie_cofield We're interested in exporting a dashboard as a csv as opposed to the email link given a written summary we want to provide with the report. The poor formatting features of the dashboard text box prevents us from wanting to use it.&nbsp; question 1 3 1 comment 7669284 Allow external users to export data from dashboard/c360 sharing 2018-01-19T04:58:10Z 2018-01-16T20:45:30Z Andrew Cummins andrew_cummins Currently an external user is not able to export data from a shared dashboard/c360. It is necessary for our external users (partners) to be able to access this data and export it themselves without having to ask us to do it.&nbsp; idea 7 5 1 comment 7662198 Button Formatting In CoPilot Email Templates 2018-01-19T00:31:46Z 2018-01-05T20:55:26Z Kate Green kate_dehnel I'm trying to set the font-family, size, and text-decoration for my button in a CoPilot email template.&nbsp; However, it doesn't appear that the changes I make in the html are being saved or applied.&nbsp; Is there a way to format the button text in this way?<br /><br />Changes to html:<br /><img src="" title="Image:" /><br /><br />After clicking submit:<br /><img src="" title="Image:" /><br /><br />Re-open the html editor:<br /><img src="" title="Image:" /><br /><br /><br />The reason I want to edit this format is because when the email is received it appears as serif font and doesn't look good:<br /><img src="" title="Image:" /><br /><br />Any help would be greatly appreciated!<br /><br />Thanks,<br />Kate problem pending 2 3 1 create 7670690 Directly link to filtered searches, like reports made by a user or rules made by a user 2018-01-18T20:27:38Z 2018-01-18T20:27:38Z scotty loewen scotty_loewen Often I'm just looking to work on my stuff, but when I get to a list of reports or rules, it's everybody's stuff. I can filter to mine, but it would be nice if I could bookmark in my browser directly to reports I made or rules I made, or any other filter combination! idea 0 2 1 create 7466883 Allow adjustment to Salesforce batch size per Rule (Gainsight default = 100) 2018-01-18T20:01:29Z 2017-03-01T16:15:43Z Jeffrey DaSilva jeffrey_dasilva Gainsight Rules engine calls the standard (not bulk) Salesforce API in batches of 100 wrapped in a REST call. &nbsp;The default size of each call is 100. &nbsp;It would be great if this could be adjusted per rule.<br /><br />Reasoning: We have complexity in Salesforce system that has made concurrency a constant ongoing struggle for us. &nbsp;For example, the Opportunity object will fail on batch update if the batch size is greater than 30. This has caused us to pull these lists on a daily basis and decrease the size to 30 and load through data loader. idea complete 7 8 6 comment 7580149 Production to Sandbox data / configuration overlay 2018-01-18T19:27:19Z 2017-08-24T21:01:31Z Marcelo marcelo_buil We are aware of the&nbsp;<a href="" rel="nofollow">Cross-org Migration</a> feature available in the product but it doesn't completely cover our Release Lifecycle policy.<br /><br />As part of our development lifecycle, one week after a successful rollout is deployed in production, our IT team takes a snapshot of the SF production environment (configs and data) and overlays it in the Sandbox environment. This doesn't present an issue for any data that is stored in Salesforce, but the MDA data will not be part of it, causing a gap in the data present in production vs what we would have in sandbox. We are aware of the possibility of exporting all MDA data via bionic rules, but the problem is when we want to load system data into the MDA (think of scorecards 2.0 values given to customers). It would be very useful to have an admin tool that could take a snapshot of an MDA instance and be able to replicate it in another instance. Any plans around this? idea pending 5 8 5 comment 7347463 Preserve/replicate configuration for MDA after Salesforce sandbox instance is refreshed 2018-01-18T19:23:45Z 2016-11-01T17:05:09Z Brijesh brijesh_7908273 We do frequent Salesforce sandbox refreshes and with refreshes we needed to reconfigure rules/report which are based on MDA Object. <br /><br />With this idea - i am proposing some automation to replicate configurations from production into sandbox once sandbox is refreshed. idea pending 8 10 7 comment 7604970 Product Updates - Sally (Slack Integration) 2018-01-18T19:15:16Z 2017-10-03T16:59:14Z Rajesh Gande rajesh_gande We will use this thread to post any product updates to Sally (Slack Integration)&nbsp; article 12 25 9 comment 7669975 Timeline External Attendees Does Not Sync to Follow Up Tasks 2018-01-18T18:53:22Z 2018-01-17T20:19:36Z Manmeet Dosanjh manmeet_dosanjh I wasn't able to find another Community post regarding this so thought I would post this as an Idea.&nbsp;<br /><br /><br />A few of our CSMs have complained that when they log a Timeline Activity, link an "External Attendee" to the activity, and then create a follow up Task from that Timeline post. That the newly generated CTA in Cockpit does not automatically sync the External Attendee from Timeline to the 'Contacts' in the CTA detail window of Cockpit<br /><br />This would greatly speed up CSM workflow as they don't have to immediately go into Cockpit to sync the contact, which they just did when creating the Timeline Activity. Especially if they do not get to that new CTA for a couple of days and by then might have forgotten which contact this was associated with.&nbsp;<br /><br />I know that some of the times, the linked contact in the Timeline Activity might not be the same contact for the follow up task. But, more often than not, the follow up task is usually related to the contacts linked in the External Attendees section. I know this would increase CSM efficiency and reduce any sort of confusion they are experiencing between Timeline and Cockpit.&nbsp;<br /><br />So, it would be great if this either happened automatically or if they could select the option of having the contacts sync from the Timeline window.&nbsp; idea 2 4 1 comment 7585292 Add Timeline to My Notification Settings 2018-01-18T17:39:08Z 2017-09-01T23:28:36Z Dan Ahrens dan_ahrens As we start seeing broader use and capabilities in Timeline it would be awesome if we could add capabilities in the <a href="" rel="nofollow">My Notification </a>settings to send notifications if a new Timeline entry is added on a customer that the user is following.&nbsp; idea pending 4 6 6 comment 6685788 Allow Report 2.0 to Group by Formulas 2018-01-18T17:33:19Z 2015-06-17T16:39:45Z Ellen Berman elleno_angieslistcom It would be great if when I built reports in Report 2.0 I was able to group by a formula field. &nbsp;I can do this in standard Salesforce reports, but not Gainsight Reports. &nbsp; idea rejected 13 10 14 comment 7670524 Survey branching from NPS questions to a separate page 2018-01-18T16:17:11Z 2018-01-18T16:17:11Z John Trumble john_trumble In a survey, I'd like to be able to branch from an NPS question to a different page dynamically, based on the score given by the responder.&nbsp; My goal is to have <b>only the NPS question</b> on the first page of the survey.&nbsp; This is how I have my NPS surveys configured in CustomerGauge, and I believe that's inline with their recommended best practices.<br /><br />The problem is that (per Gainsight Support) branching is apparently not available on NPS questions (the branch button is dimmed), and <i>question linking</i> requires the downstream questions to be on the same page. idea 0 4 4 create 7669015 Sponsor Tracking: What if the customer does not have a LinkedIn profile but needs to be tracked? 2018-01-18T16:15:25Z 2018-01-16T14:30:27Z Alma Ramos alma_ramos_j0g61tb57m6eq Can you only add a contact to Sponsor Tracking using their LinkedIn profile? What if the contact doesn't have a LinkedIn profile, would the link to any other social media account work to track them? question 3 3 1 comment 7590955 Ability to update multiple timelines at once? 2018-01-18T15:51:37Z 2017-09-11T20:08:39Z Natalie Howell natalie_howell_9me4tut3615r6 I have over 40 clients in GS and often make an update to multiple client sites at once. Is there a way to mass update the accounts in GS with the changes made? We are encouraged to keep notes in GS for our clients but if I have to go into 40 Timelines to post the exact same update, it is ridiculously time consuming. Suggestions? question active 10 9 6 comment