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steve_davis
steve_davis
Gainsight Employee ⭐️⭐️
Aug 8, 2017 1:29 PM UTC

Email assist not syncing over to SFDC as an "Email" task.

We've noticed that when syncing tasks into SFDC from email assist that the tasks are not saving with the type of "Email". Customer would like that task to reflect the correct type of activity that is being logged. 


      5 replies

      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      Aug 11, 2017 9:17 AM UTC
      Hi Steve,

      I have heard this request from multiple customers. We will probably have to provide 'Task Type' mapping configuration - both for cockpit task and activity types. We will think more on this and will keep you updated.

      Thanks,
      Nitisha
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      casey_matson
      casey_matson
      Contributor ⭐️⭐️
      Sep 6, 2017 6:11 PM UTC
      It looks like this is now an option with Activities:



      Any update on CTAs?
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      Gainsight Employee ⭐️
      hitesh_sharma
      Gainsight Employee ⭐️
      Sep 6, 2017 7:13 PM UTC
      Hi Casey,

      Ability to Sync Task type from GS to SFDC is already been worked on by the team, will update the ETA soon.

      Regards,
      Hitesh
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        marta_johnson
        marta_johnson
        Contributor ⭐️⭐️
        May 3, 2018 12:58 PM UTC
        Hey! Any update on the status of this?
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          nitisha_rathi
          nitisha_rathi
          Expert ⭐️⭐️
          May 7, 2018 9:27 AM UTC
          Hi Marta,

          Before of some limitations, this is not available OOB but as a workaround, you can create a text formula field in csTask object and populate task type in it. You can then map this field with SF "Task Type" field to populate the correct data.

          Thanks,
          Nitisha
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