This article guides Admins through the process of adding the Gainsight Team View (aka, Gainsight widget) to the account or opportunity pages in Salesforce. For more information on how end users will view this feature, refer to Team View for End Users.

Add Gainsight Team View to Account Page

You can add the Gainsight Team View as a visualforce page to any SFDC Account page layout. To add the Gainsight Team View, take the following steps:

  1. Navigate to Setup > Build > Customize > Accounts > Page Layouts.

  2. Click Edit next to the Account Page Layout you wish to edit.

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  1. On the left side of the Account Layout editor, scroll down and click Visualforce Pages.

  2. Click Section.

  3. Drag it down to the position you would like for the Team View to be displayed on the account page. This will open the Section Properties window.

Note: We recommend adding Team View at or near the top of the Account page.

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  1. Select the following options for Section Properties:

    • Section Name: Enter a name for the section. In our example, we named it Gainsight.

    • Display Section Header On: (Optional) Check the Detail Page and Edit Page checkboxes to display the section header on those pages.

    • Layout: Select the 1-Column option.

    • Click OK.

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  1. Highlight Visualforce Pages again in the Account Layout editor.

  2. Click Customer Success.

  3. Drag into the section you just added (Named Gainsight in our example).

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  1. In the new section, click the Properties icon. This opens the Visualforce Page Properties window.

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  1. Select the following options for Visualforce Page Properties:

    • Width: 100%

    • Height: 700

    • Show scrollbars: (Optional) Check to display a scrollbar in the visualforce page.

    • Show label: (Optional) Check to display the label of the visualforce page.

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  1. Click OK.

  2. In the Account Layout Editor, click Save.

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Add Gainsight Team View to Opportunity Page

You can add the Gainsight Team View as a visualforce page to any SFDC Opportunity page layout. To add the Gainsight Team View, take the following steps:

  1. Navigate to Setup > Build > Customize > Opportunities > Page Layouts.

  2. Click Edit next to the Opportunity Page Layout you wish to edit.

viewer license revision edit opportunity page layout.gif

  1. On the left side of the Opportunity Layout editor, scroll down and click Visualforce Pages.

  2. Click Section.

  3. Drag it down to the position you would like for the widget to be displayed on the opportunity page. This will open the Section Properties window.

Note: We recommend adding Team View at or near the top of the Opportunity page.

viewer license revisions drag section opportunity page layout.gif

  1. Select the following options for Section Properties:

    • Section Name: Enter a name for the section. In our example, we named it Gainsight.

    • Display Section Header On: (Optional) Check the Detail Page and Edit Page checkboxes to display the section header on those pages.

    • Layout: Select the 1-Column option.

    • Click OK.

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  1. Highlight Visualforce Pages again in the Opportunity Layout editor.

  2. Click Customer Success.

  3. Drag into the section you just added (Named Gainsight in our example).

viewer license revisions drag customer success opportunity page layout.gif

  1. In the new section, click the Properties icon. This opens the Visualforce Page Properties window.

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  1. Select the following options for Visualforce Page Properties:

    • Width: 100%

    • Height: 700

    • Show scrollbars: (Optional) Check to display a scrollbar in the visualforce page.

    • Show label: (Optional) Check to display the label of the visualforce page.

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  1. Click OK.

  2. In the Opportunity Layout Editor, click Save.

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Add Gainsight Team View to Case Page

This section explains how to add the Gainsight Team View to the Case page.  To add team view to the Case page:

  1. Navigate to Setup > App Setup > Customize > Cases > Page Layouts.
  2. Click Edit next to the Case Page Layout you wish to edit.

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  1. On the left side of the Case Layout editor, scroll down and click Visualforce Pages.

  2. Click Section.

  3. Drag it down to the position you would like for the widget to be displayed on the Case page. This will open the Section Properties window.

Note: We recommend adding Team View at or near the top of the Case page.

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  1. Select the following options for Section Properties:

    • Section Name: Enter a name for the section. In our example, we named it Gainsight.

    • Display Section Header On: (Optional) Check the Detail Page and Edit Page checkboxes to display the section header on those pages.

    • Layout: Select the 1-Column option.

    • Click OK.

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  1. Highlight Visualforce Pages again in the Case Layout editor.

  2. Click Customer Success.

  3. Drag into the section you just added (Named Gainsight in our example).

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  1. In the new section, click the Properties icon. This opens the Visualforce Page Properties window.

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  1. Select the following options for Visualforce Page Properties:

    • Width: 100%

    • Height: 700

    • Show scrollbars: (Optional) Check to display a scrollbar in the visualforce page.

    • Show label: (Optional) Check to display the label of the visualforce page.

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  1. Click OK.

  2. In the Case Layout Editor, click Save.

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Assign Gainsight License and Configure Permissions

Now that the Account or Opportunity Layout has been modified to include the Gainsight Team View, users who have been assigned a Gainsight Viewer License and have been given the appropriate permissions will be able to see the data. To learn more about this process, refer to Gainsight Viewer Licenses and Viewer Permission Sets.

Customize Gainsight Team View

Admins can customize Team View to display the sections that are most relevant to their teams. To customize Team View, take the following steps:

  1. Navigate to Administration > Analytics > C360 Layouts. This opens the Layout Configuration page.

  2. Hover over the name of the layout you wish to customize. The edit icon will appear.

  3. Click the edit icon.

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  1. Click and drag sections you would like to include from the list column on the left, to the layout configuration section on the right. Once a section has been added, you can hover over it to view icons for the following actions:

    • Edit: Click this icon to edit the name of the section and to check/uncheck the Show in checkboxes.

    • Configure: Customize how data is displayed in the section.

    • Delete: Remove the section from the layout.

  2. For sections you want to display in the Team View widget, use the Edit action to check the Account Widget checkbox, the Opportunity Widget checkbox, or both, depending on where you want the section to display.

Note: Only certain sections can be displayed on the Account or Opportunity widgets. The sections that can not be displayed there will not have the associated checkboxes.

  1. After editing a section, click SAVE.

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To learn more about the Layout configuration page, refer to the article Configure the Customer360 Details (C360) Page and Section Types.

Customize Timeline in Team View

From Timeline, 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 on configuring timeline, refer to Configure Timeline View for C360 and R360.

Additional Resources

If you want to create a custom 360 layout for a particular team, and display it in a Team View widget, see this 3-min. video for an example.