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seth_schroeder
seth_schroeder
Gainsight Employee ⭐️⭐️
Sep 23, 2016 4:29 PM UTC

Task Sync Should Map to Custom Fields in SFDC

Currently the ability to sync tasks from Gainsight to Salesforce does not include the ability to sync fields to custom fields in SFDC. Adding this ability would be an excellent way to enhance this functionality.

      4 replies

      seth
      seth
      Expert ⭐️
      Sep 23, 2016 6:34 PM UTC
      Sad to hear 😞 When participating in this thread, I'd assumed that custom Task fields were fair game
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      AI Transformation @ Gainsight
      ben_daniels
      ben_daniels
      Contributor ⭐️⭐️⭐️
      Sep 27, 2016 6:30 PM UTC
      +1 here from Five9. We would love to have the ability to sync data entered in a custom field in a GS task over to the Salesforce task object. 
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      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      Oct 12, 2016 8:51 AM UTC
      Hi,

      You can sync GS task object custom fields data to Salesforce task object. You can add the mapping in Administration > Workflow > Tasks.



      Please let me know if you are looking for something else.

      Thanks,
      Nitisha
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        lila_meyer
        lila_meyer
        Gainsight Employee ⭐️⭐️⭐️
        Jan 9, 2018 11:49 PM UTC
        This is also explained in the Configure and Sync Tasks from SFDC to Gainsight article.
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