This article will guide Admins through the process of adding the Gainsight Team View to the account or opportunity pages in Salesforce. For more information on how end users will view this feature, see Gainsight Team View for the SFDC Account or Opportunity Pages.
Add Gainsight Team View to Account Page
Step 1: Edit Account Page Layout
- Navigate to any account in Salesforce
- Click Edit Layout
Note: If there are multiple account page layouts, Navigate to Setup > Build > Customize > Accounts > Page Layouts and adjust all which apply.
Step 2: Add Visualforce Pages
- On the left side of the Account Layout editor, scroll down and click Visualforce Pages.
- Click Section.
- Drag it down to the position you would like for the Team View to be displayed on the account page.
Step 3: Define Section Properties
- Give the new section a name, in this example we called it Gainsight
- Choose if you want the section header on in Detail and Edit Page
- Layout : Choose 1-column
- Click OK
- Highlight Visual Force Pages again in the Account Layout.
- Click Customer Success.
- Drag into the new section (we called Gainsight).
Step 4: Edit Visualforce Page Properties
- In the new section, click the Properties.
- Width = 100
- Height = 700
- Select if you want to Show scrollbars and Show label.
- Click OK.
- In the Account Layout Editor, click Save.
Assign Gainsight License and Configure Permissions
Now that the Account Layout has been modified to include the Gainsight Team View, users who have been assigned a Gainsight License and have been given the appropriate permissions will be able to see the data. To learn more about assigning licenses and configuring permissions click on the links below:
Configure Gainsight Team View
To learn more about customizing the Team View, check out the article Configure the Customer360 Sections.
Add Gainsight Team View to Opportunity Page
Step 1: Edit Opportunity Page Layout
- Navigate to any opportunity in Salesforce.
- Click Edit Layout
Note: If there are multiple opportunity page layouts, Navigate to Setup > Build > Customize > Opportunities > Page Layouts and adjust all which apply.
Step 2: Add Visualforce Pages
- On the left side of the Account Layout editor, scroll down and click on Visualforce Pages.
- Click Section.
- Drag it down to the position you would like for the widget to be displayed on the account page.
Step 3: Define Section Properties
- Give the new section a name, in this example we called it Gainsight.
- Choose if you want the section header on in Detail and Edit Page.
- Layout : Choose 1-column.
- Click OK.
- Highlight Visual Force Pages again in the Account Layout.
- Click on Customer Success.
- Drag into the new section (Gainsight).
Step 4: Edit Visualforce Page Properties
- In the new section, click on the Properties
- Width = 100
- Height = 700
- Choose if you want to Show Scrollbars and Label
- Click OK
- In the Account Layout Editor click Save
Customize Timeline View in GS Widgets
From the Timeline view, users can review or log activities, such as Updates, Calls, Meetings, Emails, and also custom activities. These activity types help users to take quick notes during or after a customer interaction and preserve a chronological history of their most significant interactions for others to view from the C360/R360 or the GS widgets. For more information, refer to Configure Timeline View.
Customize Team View for the Opportunity Page
To learn more about customizing the Team View on the opportunity page, check out the article Configuring the C360 Page.
Additional Resources
If you want to create a custom 360 layout for a particular team, and display it in a widget, see this 3-min. video for an example.