Quick Tip #8 - Create Links to other Systems

Did you know that you can add custom URL fields in Gainsight that link to other systems, such as CRMs or ticketing systems? You can use a formula to create a customized link that will send users directly to a related account, ticket, etc. Then you can use that field in reports, C360, etc. to allow your users to easily access those systems.

1. Go to Data Management -> the Object where you want to add the link
2. Add a new URL type field
3. Click Advanced Options then Create Formula

NOTE: In order for the following formula to work, you will need to already have a field that contains the ID you want to use. So for example, if you want to link to the Salesforce account, you'll need to make sure you already have the SFDC Account ID.

Type in Concat and select the formula, then fill in these values:

• Delimiter = NONE
• String 1 = Add the part of the link that doesn't change, like the beginning of your company's Salesforce URL
• String 2 = Add the field name of the specific ID, like the SFDC Account ID

Now you have a URL that will link to the specific Salesforce account! This link will update automatically if the field you use in String 2 ever changes.