Hi Team,
As of now, we don't have default/explicit Status field in Timeline Activities. So currently, status for all the Gainsight Activity is by default synced with this status value in SFDC. So if you create activities in Gainsight, and if you have selected open status, then the syned activity will just sit open in SFDC, until someone manully changes it. What we want is to have status to status mapping. Like, if I create a activity of type In-progress, the sync activity should be In-Progress and If I create Completed it should be Completed.
Currently, it is only one Status that is applied to all activities sync to SFDC -
As of now, we don't have default/explicit Status field in Timeline Activities. So currently, status for all the Gainsight Activity is by default synced with this status value in SFDC. So if you create activities in Gainsight, and if you have selected open status, then the syned activity will just sit open in SFDC, until someone manully changes it. What we want is to have status to status mapping. Like, if I create a activity of type In-progress, the sync activity should be In-Progress and If I create Completed it should be Completed.
Currently, it is only one Status that is applied to all activities sync to SFDC -
Page 1 / 1
@shiv_kumar_katiyar I better understand the CTA and Activities functionality. I actually don't think I necessarily need this function, so feel free to remove the idea if you don't think others have asked for it previously. Thanks!
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.