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cameron_wright
cameron_wright
Gainsight Employee ⭐️⭐️
December 21, 2017

CTA objects stored on MDA rather than SFDC

  • December 21, 2017
  • 8 replies
  • 78 views
I have a customer that wants to have the option to have CTA/CTA tasks objects to use Gainsight MDA objects only. In their instance the Gainsight CTA object is adding up to the load that they already have on Salesforce. It would be simpler and easier for them if they had the option to make Gainsight CTA tasks a recorded part of MDA rather than SF.

      8 replies

      karl_rumelhart
      karl_rumelhart
      Expert ⭐️
      December 21, 2017
      No way to do that now but it is the direction we are heading. 
      pam
      pam
      Contributor ⭐️⭐️⭐️
      December 21, 2017
      Love this idea! It would also help my organization out as well. Thanks for submitting!
        manmeet_dosanjh
        manmeet_dosanjh
        Helper ⭐️
        December 21, 2017
        Awesome idea! +1 to this feature request
        catherine_lilly
        catherine_lilly
        Contributor ⭐️⭐️
        September 26, 2018
        +1 to this!!
        pele
        pele
        Helper ⭐️⭐️⭐️
        October 3, 2018
        One consideration for moving Call to Action and CSTask objects data from SFDC to MDA– would we lose the ability to track field history? I wind up using these quite a bit.
        aditya_marla
        aditya_marla
        Helper ⭐️⭐️⭐️
        October 3, 2018
        Hi Pele,

        What are the main changes on the CTA object you want to track? (Status change?) Also, are details about the latest change only needed Or is the entire history needed? 
        pele
        pele
        Helper ⭐️⭐️⭐️
        October 3, 2018
        Hi Aditya,

        Thanks for the response! The main fields that are important for us that we currently have field history tracking enabled for are Assignee, Close Date, Due Date, and Status.

        It's helps us answer a lot of questions about why tasks weren't completed "on time" (e.g. tasks due before a renewal, that had a due date pushed out past renewal for some reason) and/or questions like "when did this CTA get assigned to me?". 

        Having the field tracking history objects to report off of and potentially run rules off of (we've yet to do this, but consider it a lot), is pretty handy for us. 

        Also, I do like having the entire history available– it helps paint the entire picture of what happened, why things might have slipped, and how can we prevent things from slipping again in the future. 

        - Pele 
          aditya_marla
          aditya_marla
          Helper ⭐️⭐️⭐️
          October 4, 2018
          Got it, thanks a lot for sharing this Pele
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