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
- Highlight Visual Force Pages again in the Account Layout.
- Click Customer Success.
- Drag into the new section (we called Gainsight).

- Width = 100
- Height = 700
- Select if you want to Show scrollbars and Show label.
- Click OK.
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
- Highlight Visual Force Pages again in the Account Layout.
- Click on Customer Success.
- Drag into the new section (Gainsight).

- Width = 100
- Height = 700
- Choose if you want to Show Scrollbars and Label
- Click OK
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.