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Configure Attribute Section in 360 (Beta)

Gainsight NXT

This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.

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This article explains how Admins can configure the Attributes section of the C360/R360 pages.

Overview

Admins can add Attributes to the C360/R360 configuration page and configure the fields in it. You can add all the fields present in Company/Relationship Object  as well as the fields to which Company/Relationship Object has a lookup. CSMs can view and edit fields from the C360/R360 page, based on the permissions set by Administrators.

Note: The below configuration is explained using C360, and the configuration for R360 remains the same.

Add Attributes Section in Layout

Admins can add multiple instances of the Attributes section and add required fields in each instance of the Attributes section. 

For example, in one of the Attribute instances you can add all the financial fields like ARR, MRR, etc and name it as Financial Attributes and in another instance you can have Customer residence detail fields like Billing Address, City, State, etc. The procedure to add and configure the section remains the same as discussed above.

To add Attributes section in Layout:

  1. In the Configure Sections step, drag and drop the Attributes section from the left pane.
  2. Click Configure. The Save to Configure dialog is displayed, if you have not saved the Layout.
  3. Click Yes. The Attributes Configuration page is displayed.
  4. Drag and drop the required fields from the left pane.
  5. (Optional) Click the name of the widget to rename them.
  6. Click the Settings icon. The Attributes Configuration slide-out is displayed.
  7. Update the settings as per your requirements.
  8. (Optional) You can mark some fields as non-editable/editable.
  9. Click Save.

 

Add Attributes Widget in Summary Section

Admins can add Attributes in the Summary widget to view fields of Company/Relationship objects as well as the fields to which Company/Relationship Object has a lookup.

To add Attributes in the Summary widget:

  1. In the Summary Configuration page, drag and drop the Attributes widget from the left pane.
  2. Click Configure. The Attributes Configuration slide-out is displayed.
  3. (Optional)  In the Widget Name field, modify the name.
  4. Select the fields that you want to add in the Attributes widget.
  5. Click the Settings icon. The Attributes Configuration slide-out is displayed.
  6. Update the settings as per your requirements.
  7. (Optional) You can mark some fields as non-editable/editable.
  8. Click Save.