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Tutorial: Configure Relationship Contacts Layout for R360

This article describes how to add the Relationship Contact Section to the R360 view, as well as configure the associated Base Report & Contact Form Pop Up. This process allows your end users to add contacts manually in the R360 using the Contact Form Pop Up. After setting up this configuration, Admins can also set up rules to populate the contacts automatically; see the Tutorial Load to Relationship Related Objects for details. These instructions assume experience with various features in Gainsight, including the following:

Assumptions & Key Vocabulary

  • You are familiar with how Gainsight handles field linking/association for Relationships. It’s similar to how linked objects are managed in relationship configuration.

  • You are familiar with Report Building and adding reports to R360 sections.

  • You are familiar with configuring Data Spaces.

  • The Base Report is the report displayed in the Relationship Contact section on the R360.

  • The Contact Form Pop Up is the form displayed after a user clicks “Add User” in the R360 Relationship Contacts section.

Configuration Overview

We recommend completing the configuration steps in the order presented below unless you have some of these elements in place already:

  1. Create the Data Space for the Relationship Contacts

  2. Configure the Base Report

  3. Add Relationship Contact Section to R360 & Configure Contact Form Pop Up

  4. Narrow the Contact Search

Step 1 - Create Data Space

Create a Data Space using Relationship Contact as the base object. The purpose of the Data Space is to be able to pull contact detail fields through the SFDC look up on Relationship Contact, as the object itself does not contain contact details fields by default.

Be sure to include the Contact and Relationship fields, as they will enable you to send CoPilot Outreaches based on relationship contacts.

Sample Data Space:

Step 2 - Configure Base Report

The Base Report will display in the Relationship Contacts section on the R360. Build the report using the Data Space you created in the previous step as the source object, and add the relevant contact fields (Name, Title, Email, etc.).

Sample report:

Step 3 - Add Relationship Contact Section to R360 & Configure Contact Form Pop Up

Next, you'll add the report from the previous step to the R360. 

  1. Navigate to Administration > Relationships > and click the settings icon for the relevant Relationship type.

  2. Click the 360 View.

3. Click the Associated Objects sub-tab on the left. Under SFDC Object, drag and drop the Relationship Contact object into the configuration area.



Newly added section:

4. Select the Base Report created in the previous step. After selecting the report, click Layout Configuration to start configuring the Contact Form Pop Up. It’s not necessary to save yet.

  

5. In the Layout Configuration, click to add Relationship Contact-Contact. This will enable the contact search feature within the Contact Form Pop Up. You may add additional fields from the SFDC GS Relationship Contact Object if you want to further define a relationship contact and you want the SFDC GS Relationship Contact Object to hold that info. Fields added in this layout will be reflected in the Contact Form Pop Up.

6. Click Save.


On the R360, you should see the new section and be able to add contacts. A text field with magnifying glass displays for users to type a name. Click enter to see SFDC Contact Matches.

Step 4 - Narrow Contact Search

By default, the Contact Pop Up Form searches all SFDC contacts. To limit the range to the associated Account, click the settings icon in the Relationship Contact section.

Click the settings icon after hovering over the lookup field.

Add a filter (below in red) to filter for the contacts on the account the relationship is associated with. The filter says, when pulling SFDC contacts, make sure the “Account ID Field” in contacts matches the “Account ID” field in the relationship. You can add more filter rules as needed.

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