This article will guide Admins through the process of adding the Gainsight Sales View to the account or opportunity pages in Salesforce. For more information on how end users will view this feature, see Gainsight Sales View for the SFDC Account or Opportunity Pages.

Add Gainsight Sales View to Account Page

Step 1: Edit Account Page Layout

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

Step 2: Add Visualforce Pages
  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 Sales View to be displayed on the account page.

Step 3: Define Section Properties

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

Step 4: Edit Visualforce Page Properties

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 Sales 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:

Assign Gainsight Licenses

Configure Read Only Permissions

Configure Gainsight Sales View

To learn more about customizing the Sales View, check out the article Configure the Customer360 Sections.

Add Gainsight Sales View to Opportunity Page

Step 1: Edit Opportunity Page Layout

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

Step 2: Add Visualforce Pages
  1. On the left side of the Account Layout editor, scroll down and click on Visualforce Pages.
  2. Click Section.
  3. Drag it down to the position you would like for the widget to be displayed on the account page.

Step 3: Define Section Properties

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.
     
  1. Highlight Visual Force Pages again in the Account Layout.
  2. Click on Customer Success.
  3. Drag into the new section (Gainsight).

Step 4: Edit Visualforce Page Properties

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 Sales View for the Opportunity Page

To learn more about customizing the Sales View on the opportunity page, check out the article Configuring the C360 Page.