Ability to attach docs/files to Tasks

Do we have any updates on this? One of our internal reasons are to keep track of technical aspects (screenshots, etc.) that our CSA's encounter during research and/or issues for a customer. The ability to track these in gainsight takes away from bouncing back and forth between OneNote or another note tracking device.

Any thoughts?

Hi Jake,

In summer(Aug) release, we are adding the capability to add attachments in timeline. So, the CTA timeline can be used to add attachments related to the CTA and all tasks under it. Would this help solve your problem?

Thanks,
Nitisha

Will there be a simple mechanism to search for attachments?  Will there be ability for these attachments to sync back to Salesforce?

Finding out that any attachment you add to Timeline does not sync to Salesforce...is that WAD?

Wait - what?

This is not good.

Did you find out the same thing or am I going crazy?

We're still in implementation - not yet live.  But I just tried creating an Activity, attaching a file and the activity didn't sync to the Account at all.   I currently have it set up to sync Activities to Tasks and I ran a manual sync after creating the activity. 

I've seen inconsistencies with activity syncing.  I actually want to sync Activities to Events in Salesforce but there is an issue where there is no native Gainsight End Date field which is apparently required when you sync to Events.  (Beats me why it doesn't exist if it's required!) So a custom field had to be created.  But I can't make that custom field required on the Activity so if CSMs close the Activity record without filling out the End Date, then it breaks the syncing process to Salesforce.

Fortunately the latter item - make Activity fields required - is coming in the April release.  But I still don't have much confidence in the syncing capabilities because it's been very inconsistent for me.

I've noticed that it takes time for the activity to show up. I tried to sync one with a 9MB file attached and it never showed up but I then attached a much less KB file and the activity did show up in SF but nothing attached unfortunately (it was a pdf so not sure if that mattered or not). Bummer about the events stuff. I don't have an answer for you here but just adding to the woes of syncing tasks/events.  

Hi,

Sorry that you are facing problems while syncing activities to Salesforce. 

- We have released the capability to mark a field as mandatory. Jeff - you should now be able to make End Date mandatory and this should improve your syncing experience

- We are not yet syncing attachments to SF as few customers had concerns about the storage limits in SFDC. Timeline attachments in Gainsight don't count against your SFDC storage limits. We will soon give a configuration where you can choose to sync/ not sync attachments to SFDC.

 - Andrew - Syncing of activity is not dependent on the size of the attachment. If you are still facing the issue then I request you to raise a support ticket so that we can dig deep into the problem.

Thanks,
Nitisha

When is the plan for syncing attachments?