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.
Tasks: Add ability for admins to hide "Sync to Salesforce" button on CTA tasks
+5Jeff Kirkpatrick
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.
Hi,
Thanks for your inputs, makes sense. We have added this in our roadmap. ETA to be decided.
Thanks,
Nitisha
Thanks for your inputs, makes sense. We have added this in our roadmap. ETA to be decided.
Thanks,
Nitisha
+5An alternative idea: Provide ability to "lock" the sync status at the task level.
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