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Gainsight Employee ⭐️
April 21, 2020

Syncing timeline activities to a custom object in SFDC

  • April 21, 2020
  • 2 replies
  • 136 views

Hi,

One of our customers would like to have the ability to sync Timeline Activities to Custom objects in SFDC instead of Events or Tasks.

Any ideas?

 

    2 replies

    nitisha_rathi
    Expert ⭐️⭐️
    May 22, 2020

    @rvinny You can use ‘Load to Salesforce’ action in rules engine. Using ‘ActivityTimeline’ as the source object, you can load data into SFDC custom object.

    sai_ram
    Expert ⭐️⭐️
    May 26, 2020

    @rvinny would ‘Load to Salesforce’ action in rules engine work for customer ?