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lane_h
lane_h
Helper ⭐️
January 6, 2017

Sync Copilot emails to Account not Contact in SFDC

  • January 6, 2017
  • 5 replies
  • 38 views
We are sending emails via Copilot and are syncing them back to Salesforce. However, it appears they are syncing to the contact and not the account. 

Is there a way to get the task to show on the account in Salesforce?

      5 replies

      steve_davis
      steve_davis
      Gainsight Employee ⭐️⭐️
      January 16, 2017
      Hey Lane, Just to be clear. You are creating "tasks" for these emails and then syncing those back to SFDC using our sync to SFDC feature correct?

      Steve
      praneet
      praneet
      Helper ⭐️⭐️⭐️
      January 16, 2017
      Hi Lane,
      Thanks for reaching out regarding email sync in Salesforce, however I would like to understand the use cases where you think it's more appropriate to sync contact related email activity to its account. 
      lane_h
      lane_hAuthor
      Helper ⭐️
      January 16, 2017
      We are checking the "Sync with Salesforce" box in Copilot.
      Director of CX and Scale Programs
      lane_h
      lane_hAuthor
      Helper ⭐️
      January 16, 2017
      Hi Praneet,

      This may be the way we setup and use our Salesforce instance. But when we sync this to the contact it doesn't show on the account.
      Director of CX and Scale Programs
      steve_davis
      steve_davis
      Gainsight Employee ⭐️⭐️
      January 17, 2017
      Team,

      I am kicking this over into an idea as it is a feature request. I spoke with our SME in this area and here is what I understand:

      Copilot - Syncs to the contact, not the account. 
      Email Assist - Syncs to the account 

      Praneet, I could see a use case for wanting to track them at both levels, especially for reporting purposes. 
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