Contact on Task Not Synching

Any updates on this issue being resolved?

Thanks for posting, Kelsi!

The original ask seems specific to customer interactions, which can now be captured using Timeline Activities (directly or from within a CTA). We are working on syncing "External Attendee" information to Salesforce as well -- should be available by August. The plan is to populate a field called "Name" that can house one Contact by default, and up to 50 if the setting shown below is turned on. This enables the same Salesforce Task to be associated with the Account as well as each of the synced Contacts. 

      

      

Would this suffice, or would you also want all Gainsight Tasks to behave similarly, pulling Contact information from the CTA? 

That's great news! Will there be a way to look at all previously created activities in timeline with external attendees and retroactively tag those to the contact? 

Ideally, all GS tasks would behave similarly and pull the contact info from the CTA. Our team is specifically utilizing timeline because we needed a way to get the tasks to sync to the sfdc account record in a way that CTAs (without a task) cannot do. So if we had the ability to get those CTAs to sync to sfdc AND link to the contact, that would be our most ideal situation. 

Does this mean that when we attach a Contact to the CTA in Gainsight will that contact now sync to the Task that logs in SFDC and populate the "Name" field? Or would it be to the "Assigned To" field? 

Hi Manmeet,

This is about Timeline Activities syncing to Salesforce, not CTA Tasks. The two syncs are different, as we discussed on the other thread here. Our team is working on extending this feature to CTA Tasks as well.

Hi Manu,

Ah.. I see thanks for the clarification! Any idea on when to expect this feature to be available for CTA Tasks?

Hi Manmeet,

This feature will be available in CTA tasks in fall release.

Thanks,
Nitisha

Oh that's great news! Thanks for letting me know.