Topics in Gainsight 1970-01-01T00:00:00Z 4474 1234 2232 544 0 574 7730373 Option to refresh power list when AO participant sync runs 2018-05-24T04:05:53Z 2018-05-03T19:24:12Z Alex LeGay alex_legay I have noticed a lot of customers are unaware that when using a power list in an advanced outreach, the participant sync won't refresh the power list when "Refresh before outreach execution" is selected in the power list.<br /><br />Can we add a note that explains this is not applicable to Advanced outreaches? Or give the option in the participant sync to do this? idea 2 4 5 comment 7739972 WHY SFDC Account ID Mandatory mapping in AO even though if it's intended for internal user 2018-05-24T01:09:22Z 2018-05-24T01:09:22Z Shiv Kumar Katiyar shiv_kumar_katiyar I have a request wherein customer is trying to send a survey to internal user via Advanced Outreach. But participant list isn't populating because there is no account associated to it.<br /><br />So we tried to workout this problem by creating a dummy account and adding it in the second step of AO participant config-<br /><br /><a href="" rel="nofollow" target="_blank" title="Link https//clly/090L0T1N3r0S"></a><br /><br />Checked internally and got the same solution, so posting this case here to check if there is any&nbsp;possibilities of removing Account ID mandatory check in AO mapping. question 0 1 1 create 7496100 Restrict ability to delete CTAs 2018-05-23T23:53:35Z 2017-04-10T22:00:13Z Josh Grigone josh_grigone Team,<br /><br />Bringing forth an idea brought to me via the support channel - are we able to restrict certain end user's ability to delete CTAs? I understand these are embedded within a Visualforce page, but it may be beneficial to limit some users ability to delete CTAs, based on profile or permission set etc.<br /><br />Are there any technical limitations to this?<br /><br />Many thanks,<br />Josh idea posts_with_more_me_too_s posts_with_more_me_too_s, high_demand pending 5 27 23 comment 7513295 Need for CTA Permission Sets 2018-05-23T23:43:37Z 2017-05-05T23:09:40Z Gurtej Gill gurtej_gill Right now there is no way to add permissions to CTAs. Without the ability to lock down the permission to delete a CTA, setting any sort of performance metric based on CTA success rate requires quite a bit of auditing because CTAs can be deleted to artificially inflate win rate. problem pending 4 7 3 comment 7739833 Is there a way to disable reminder email in Advanced Outreach (NPS)? 2018-05-23T21:48:48Z 2018-05-23T19:44:17Z Marcelo marcelo_buil Hi everyone! So, we are trying to use the NPS template for AO but there seems to be no way to disable the reminder email / escalation email steps. We do not want to have that enabled and if we leave it empty we get an error preventing us form saving. Is there a way to disable it (kind of like the disable available for "Heads up email")? question 3 3 1 comment 7292436 Simplify Editing Process for Drill-Down Columns/Filters in Report Builder 2018-05-23T21:42:27Z 2016-08-22T23:48:28Z Sean Wilson sean_wilson_7502538 Two of the biggest headaches in GS administration are adding columns to the drill-downs in Report Builder, and adding filters.<br /><br />Biggest headache is that if I change any of my "By" fields, the columns shown on drill-downs reset themselves. &nbsp;So I then have to set the columns manually again. &nbsp;As an example of why this is an issue, we have CSR teams and we just changed our dashboards from showing the Team # to the Team Name. &nbsp;These are both fields on the same object, so there is no reason we needed to change the columns displayed on the drill-down; yet since I was changing the "By" field, these reset and I had to go manually set them again. &nbsp;I had to do this to 10 reports; what should have taken me 5 minutes took about 30 because I had to set the columns back to what they were before 10 times.<br /><br />What would be REALLY great would be the ability to set/edit these for multiple reports at once. &nbsp;We have the same set of columns displayed on many of our reports, yet if we want to add/change a column, we have to go into EVERY. &nbsp;SINGLE. &nbsp;REPORT. &nbsp;that uses those columns and change them. &nbsp;It would be ideal to be able to create "column sets" based on the base object type for a report, and then apply these sets to multiple reports. &nbsp;It could be done through Report Builder, or, even better, through an interface that lists all reports for an object type and allows you to apply the column list to some or all of these reports (much like Dashboard Permissions). &nbsp;This way, we make the change once, and all associated reports update automatically. &nbsp;Would make it much easier for us to administer, as well as provide consistency between reports when updates are made.<br /><br />The latter idea would also be really useful with report filters as well. &nbsp;We have many reports that have identical filters so we can use them as global dashboard filters. &nbsp;It would be great to be able to edit these en masse for all reports that use the same filter set, rather than have to go in and edit each and every one individually. &nbsp;I've even resorted to updating the filters by updating the underlying data in the Salesforce table where this data is stored because it is quicker to copy and paste and upload than to do it manually.<br /><br />So mass report-editing for these two components (drill-down columns and filters) would be ideal; being able to create column/filter sets and apply them to individual reports (so that the reports update when the set is updated) would at least be a step in the right direction. idea pending 3 7 5 comment 6746324 Formulas in REports 2.0 2018-05-23T21:12:56Z 2015-08-18T13:50:25Z Kiersti Felska kiersti_felska I need to build some formula fields in a report like we do for salesforce but unable to find this function in report 2.0. &nbsp;Do i have to used a custom field on the object to do this? &nbsp;Basically working on replacing some excel pivot table reports and want to expose them in Gainsight Dashboards for exectutives. idea pending 14 31 33 comment 7739840 Ability to add measure specific widget on the C360 summary section using MDA Scorecard Fact Object 2018-05-23T20:02:02Z 2018-05-23T20:02:02Z Rishabh Khatod rishabh_khatod The use case that i came across was to be able to create a widget report on the scorecards fact object for an specific scorecard measure and add it to the summary section.&nbsp; idea 0 1 1 create 7739838 Allow 'child' timeline entries 2018-05-23T19:53:56Z 2018-05-23T19:53:56Z Mary Taylor mary_taylor_gbzwsrp2jjaat Since there can be so many timeline entries on an R360, what if you could create a timeline entry with a particular subject (parent entry) and then create timeline entries under it so you could group your updates.&nbsp; The UI could show all single or parent timeline entries, and by clicking on a parent entry the children would be made visible.&nbsp; For example, you have a success plan that don't have objectives so you are tracking updates through the regular timeline.&nbsp; You could create a timeline entry that has the name of the success plan, then you could create all of your subsequent timeline entries for that success plan as children of the parent.&nbsp; Would make it easy to see all updates in one place instead of interspersed with all other timeline entries. idea 0 1 1 create 7739809 Improve size of Success Criteria section in Objective CTAs 2018-05-23T18:49:51Z 2018-05-23T18:49:51Z Renee House renee_house The Success Criteria section of the Success Plan Objective CTA is a key field utilized by our CSMs.&nbsp; However, trying to add, edit, and view this text in the UI is cumbersome for the CSMs.&nbsp; They end up typing up what they need and copying and pasting into the field.&nbsp; And, there is no ability to apply formatting.&nbsp; They have to export and adjust to make sure it is presentable to the customer.&nbsp; The view is exactly the same when sharing the success plan.&nbsp; Is there a way to the view for the text in this field of similar size/functionality Description section of the Success Plan? idea 0 2 6 create 7550496 Grammarly Compatibility 2018-05-23T18:05:08Z 2017-07-06T16:29:43Z Michael Sweeney michael_sweeney_34qxmvnssxzmq We have seen issues with the Chrome Plug in Grammarly. Do we see us ever being compatible or do we know any workaround for customers who use Grammarly? The latest example I have come across is the jumping text box. question active 3 5 5 comment 7592901 Follow Up: The ability to change the "FROM" email address when using the email assist feature 2018-05-23T17:44:22Z 2017-09-14T14:55:23Z Nora Soza nora_soza_3251617 Follow up to this idea:&nbsp;<a href=";utm_medium=email&amp;utm_campaign=new_comment&amp;utm_content=reply_button&amp;reply[id]=18948887#reply_18948887" rel="nofollow" title="Link:;utm_medium=email&amp;utm_campaign=new_comment&amp;utm_content=reply_button&amp;reply[id]=18948887#reply_18948887"></a><br /><br />Looking for the ability&nbsp;to customize specifically the "from email" and "from name" in the email assist tool for our pooled account management program not just the send domain. We can control this in gmail using the from dropdown (see screenshot) and in co-pilot via the standard form:<br /><br />&nbsp;<img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1649992/RackMultipart20170914-50823-lrnvse-RackMultipart20170315-610-19lsnd1-Screen_Shot_2017-03-15_at_51257_PM_inlinepng1505400633" /><br /><br /><br />Use-case 1 -- Advisors (scaled CSMs) have consultation with a customer. They create a CTA and apply the post-consultation playbook which includes an email with a post-consultation materials.&nbsp;Using the above&nbsp;advisor as an example - the email should come from Sumat Lam "<a href="" rel="nofollow" target="_blank" title="Link mailtocateamboxcom"></a>". That way if the customer responds to the email, it is pushed back into the ticketing pool.<br /><br />Use-case 2 (per Lane H.) -- Coverage while a CSM is OOO (maternity / paternity leave)<br /><br />I do agree --- exposing this to everyone can be&nbsp;risky. Controls would need to be put in place to validate senders to specific email addresses.<br /><br />Ideas around access:&nbsp;<br />Designate a set of 'approved list of send from email addresses'. A CSM wouldn't be able to put anyone's email address in, but could choose from a list of available options. That way an email address could be exposed for a certain time -- like maternity/paternity leave, but then removed once the mom/dad returns.&nbsp;<br /><br />Permissions to 'approved send from lists' could be controlled by User, Role, and/or Profile.<br /><br />I think a combination of the above would be perfect to protect against risk. idea pending 9 20 23 comment 7313831 CoPilot - built-in feature to send daily outreaches but skip weekends 2018-05-23T17:15:09Z 2016-09-20T05:00:44Z Nadav Shem-Tov nadav_shem_tov I'm posting this on behalf of Dom from Adobe Sign:&nbsp;<br /><br />The Adobe team would love to have an easy way to schedule daily outreaches in CoPIlot to be sent on week days. These need to be driven off specific days (e.g. sent 4 days after onboarding start date)<br /><br />The issues arise when they don't want emails to go out on a weekend (Sat. and Sunday). There is currently no easy way to ensure the outreaches do not go out on the weekend, and then on Monday all of the outreaches that would have been sent on Friday or Saturday (as they meet the criteria of being 4 days after onboarding start date for example) are set.&nbsp;<br /><br />Currently the workarounds are creating a separate powerlist/outreach for weekend outreaches (scheduled on Mondays), or adjusting the rule criteria to be a range (onboarding start date is less than n-4 but greater than n-6) but these present other challenges idea pending 11 16 17 comment 7739742 Update an Advanced Outreach Exclusion CSV 2018-05-23T16:55:54Z 2018-05-23T16:55:54Z Seth swylie_2888472 Advanced Outreaches allow you upload a CSV of participants to exclude. (Screenshot:&nbsp;<a href="" rel="nofollow"></a>&nbsp;)<br /><br />I need to add a few folks to that list. There's a delete button, but, before I click it, I want to confirm: <b>Will I be able to upload a new CSV once the existing one is removed, even though this Advanced Outreach is already published?</b> question 0 4 1 create 7736869 When S3 job is "partial success" the email comes through as "Data Load Successful" 2018-05-23T16:12:49Z 2018-05-17T13:54:25Z Jeff Kirkpatrick jeff_kirkpatrick When an S3 job is a "Partial Success" because X number of records failed, the email is coming through as "Data Load Successful"<br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1730575/RackMultipart20180517-47054-7hu052-S3_inlinepng1526564946" /><br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1730576/RackMultipart20180517-40706-bkdafx-Screen_Shot_2018-05-17_at_84913_AM_inlinepng1526564993" /><br /><br />I reported this issue, and L2 support came back and said "this would be an enhancement request as it is working per design as the job overall started and finished."<br /><br />This should be considered a <b><u>bug</u></b>, because not all Data was Loaded Successfully and now I have to go look at all my S3 jobs that were "successful" to determine whether or not it was actually a "Partial Success" EVERY. SINGLE. DAY.<br /><br />The email should indicate that there was a Partial Success, so that I will be notified when there is something that didn't process successfully, without having to go check it every day.<br /><br />And frankly, this should not be Partial Success it should be Partial Failure, because in what universe is a failure to load even one record a Success?? problem 3 7 6 comment