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cameron_wright
cameron_wright
Gainsight Employee ⭐️⭐️
January 9, 2018

Specific Activity Sync

  • January 9, 2018
  • 1 reply
  • 26 views
I have a customer that would like to be able to turn off autosync for specific activities in timeline but still give the CSMs the option to manually sync it over. 

They have an activity called notes that they want to only sync when manually kicked off. 

      1 reply

      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      January 22, 2018
      Hi Cameron,

      This enhancement is not on our short-term roadmap. As a workaround, you can add a custom field 'Sync to Salesforce' to the 'Notes' activity type and then use rules engine to sync the activities where this attribute is checked.

      Thanks,
      Nitisha
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