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darkknight
darkknight
Expert ⭐️
January 5, 2017

Tasks: Add ability for admins to hide "Sync to Salesforce" button on CTA tasks

  • January 5, 2017
  • 3 replies
  • 39 views
Our current processes do not include syncing CTA/Tasks to Salesforce, so we have auto-sync turned off on Playbooks and at the Task level.

However, because the ability to manually sync to SFDC still exists when a CTA is triggered, we have some CSMs inadvertently syncing them.  This is creating inconsistency and confusion.

We need the ability to hide/turn off the manual sync capabilities.

      3 replies

      aviv_caspi
      aviv_caspi
      Contributor ⭐️⭐️⭐️⭐️
      January 5, 2017
      I totally agree. We want ALL tasks to be synced to SF and when this ability is available for the end users they can choose to un-sync some of the tasks.
        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        January 6, 2017
        Hi,

        Thanks for your inputs, makes sense. We have added this in our roadmap. ETA to be decided.

        Thanks,
        Nitisha
        darkknight
        darkknightAuthor
        Expert ⭐️
        July 31, 2018
        An alternative idea:  Provide ability to "lock" the sync status at the task level.
        Jeff Kirkpatrick
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