Display reports on the history of projects conducted with a Customer, what was delivered, and important Milestones within active projects - even add the Projects roadmaps to the C360.

Provide CSMs a single place to see everything going on for that customer, including historical, active, and planned projects.

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Note: Some of the Gainsight application screenshots are out of date in the Clarizen integration articles, but the overall process remains largely unchanged.

Step-1: Create reports on Clarizen Project and/or Clarizen Milestone* Objects

*Note: You will not be able to use the Clarizen Milestone Object until an Account Lookup has been added to the Object and populated through a rule. For more information, refer “Setup Step 1” in the article Clarizen: Integration Overview.

Go to Gainsight Administration > Click on the Reports 2.0 tile towards the center of the page > This will take you to the Report Builder interface

Select the fields that are most relevant to your projects, using the screenshot below as an example. To add a field, Click the “+” action next to the show me.

gainsight-ClarizenUseCase1-2.png

For more information, refer to Reports & Dashboards Overview.

Repeat the same steps to create a report on the Clarizen Milestone Object.

Select the fields that are most relevant to your projects, using the screenshot below as an example.

gainsight-ClarizenUseCase1-3.png

Step-1A: Add to Customer 360

Go to Gainsight > Administration > C360 Layouts > Click to ‘Add New Section’ and add the following details:

  • Label: Clarizen Project
  • Source: CLZV6BP__Clarizen_Project__c
  • Account ref Fields: CLZV6BP__Clarizen_Customer__c
  • Select the name of the reports that you wish to display  
  • Make sure the show in “Customer360” checkbox is enabled

 

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Click Save.

Repeat steps for reports based on the Clarizen Milestone Object

Refer the article, Configure the Customer360 Details (C360) Page & Section Types, for further instructions.

Step 2: Add Clarizen Roadmaps / Gantt to the C360

Add Roadmap page in Salesforce

In SF, go to Setup → Develop → Visualforce Pages → New

Add the following definition for roadmap page :

<apex:page showHeader="false" sidebar="false">

<CLZV6:ClarizenRoadmap Format="roadmap" ShowSingleWidget="false"></CLZV6:ClarizenRoadmap>

</apex:page>

 

Go to Gainsight > Administration > C360 Layouts > Click to ‘Add New Section’ and add the following details:

  • Label: “Clarizen Roadmap” (or “Gantt”)
  • Type: Embedded Page
  • Page: ClarizenRoadmapEnhanced (or ClarizenGanttEnhanced)
  • Click on “+Parameter”
    • Add the parameter name clzWidget_ParentId and select the id field
    • Add clzWidget_RelationToParent and set the value to :” CLZV6BP__Clarizen_Projects__r”. In an account that has been upgraded from V2 of the Clarizen/Salesforce Integration to V3, the value of the “clzWidget_RelationToParent” should be “clzV5__Clarizen_Projects__r"
  • Make sure the show in “Customer360” checkbox is enabled

 

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Click Save. Now the Roadmaps will appear on the Customer360 page.

Step-3: Add to Gainsight Home Dashboard

Navigate to Gainsight > Administration > Layouts Tile

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To create a new Dashboard, click ‘+Add New’ in the top right

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Enter desired name of the Dashboard > Click ‘+Add Container’ in the top right to create a container to hold the reports you want to add to your dashboard.

Then, find the reports you previously created under the ‘Clarizen Project’ or ‘Clarizen Milestone’ headers > Drag and drop the desired report from the list (e.g. “All Projects”, “Open Projects” etc.) into the empty container you created

gainsight-ClarizenUseCase1-8.png

Continue to add containers and reports to build your desired Dashboard; you can combine reports from the Clarizen Project, Clarizen Milestone and any other object on one Dashboard.

Refer the article Configure Gainsight Home Dashboards (aka, Layouts), for further instructions.