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Question

Can you Sync SFDC Activities (Tasks) to GS Tasks?

  • February 26, 2018
  • 1 reply
  • 28 views

tzundelgainsightcom
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Is there a way to sync Activities (Tasks) created in  SFDC to GS Tasks and view them in Cockpit as CTA Tasks?

1 reply

dan_ahrens
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  • Expert ⭐️⭐️⭐️
  • February 27, 2018
Hey Tracy - you'd want to do this via a rule that triggers based on newly created SFDC tasks and then creates CTAs from those SFDC tasks. Would this fit the use case you had in mind?