Is there a way to sync Activities (Tasks) created in SFDC to GS Tasks and view them in Cockpit as CTA Tasks?
Page 1 / 1
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?
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.