Skip to main content

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

  • August 8, 2017
  • 5 replies
  • 29 views
steve_davis
Forum|alt.badge.img+2
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. 


    mindy
    jean.nairon
    ben

    5 replies

    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • August 11, 2017
    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
    casey_matson
    • casey_matson
    • Contributor ⭐️⭐️
    • September 6, 2017
    It looks like this is now an option with Activities:



    Any update on CTAs?
    H
    Forum|alt.badge.img+1
    • hitesh_sharma
    • Gainsight Employee ⭐️
    • September 6, 2017
    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
    casey_matson
    marta_johnson
    • marta_johnson
    • Contributor ⭐️⭐️
    • May 3, 2018
    Hey! Any update on the status of this?
    alexis_pozos
    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • May 7, 2018
    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
    marta_johnson
    Terms & ConditionsCookie settingsAccessibility statement