Contact on Task Not Synching

How are you linking Contacts to a task? Is contact a field on Task object?

Hi Sidhu -

On the Gainsight Task I am clicking on the Edit pencil next to "No Contacts Associated" to add a Contact to the Gainsight Task.

On the Salesforce Task, there is a field to link to either a Contact or Lead. The field label is Name, the field name is Who, and it is a lookup to either the Contact or Lead object.

thanks
Kristin

I was just about to submit an idea based on a similar issue that I have been having and found this post.  I agree with Kristin.  When
creating a task from a CTA in Gainsight and assigning a contact the task does
not associate with the contact in SFDC.  Since I found from Gainsight Support that this is the expected behavior I am asking that our Gainsight users reduce the use of tasks created from Gainsight since the majority of times we create tasks is when engaging with other cross-functional team members so this is not intuitive.

Hello all,

Just checking in to see how this was going and if it was something we were able to resolve or not.

Thanks!

As far as I know this is not resolved. You can test this yourself by creating a CTA with a Task, and then add a Contact to the Task. Check the synced Task in Salesforce.

Kristin

The issue still exists and contacts are not synced over to SFDC tasks and have to be manually added.  As a result, I have advised our team not to initiate tasks from CTAs since our CTAs are always contact rather than company specific and I found that they weren't manually adding so it was creating more issues than simply not using tasks.  Thanks for checking and hopefully this will be addressed in a future release.

Sidhu -

Any thoughts on this? Our AMs are expecting the Contact to show on the SF Task so the AE has visibility to who they spoke with.

thanks
Kristin

Has anyone found a solution on how to sync the contacts to the tasks? We have the same issue and our teams would love to be able to bring the contacts over. Having them use Gainsight to create tasks that others can see in Salesforce is great, but they are duplicating efforts in having to go back and sync the contact.
Thanks!

This reply was created from a merged topic originally titled Associated Contacts on CTA not Syncing to SFDC.

So I have an issue when a task is created on a CTA and then the CSM goes to sync to Salesforce...the contact they attached in the CTA is not coming through on the task. It would be great if this would pull over to the Name field on the task?

This is affecting us as well.  It creates extra context switching work to create the tasks properly.  Our CSMs have to create the task with the proper contact in Gainsight, switch over to Salesforce and perform the exact same action by selecting the Related To contact.