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gidon_payenson
gidon_payenson
Contributor ⭐️
Mar 5, 2018 10:34 PM UTC
Question

CTA Timeline entries and Case Tasks (Activities)

How to store CTA Timeline entries into a linked SFDC object (e.g. Case) and visa versa - how to store Case Tasks (Activities) as Timelines into case related CTA

    3 replies

    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    Mar 6, 2018 8:45 AM UTC
    Hi Gidon,

    Just so that I understand your use-case - Do you want to bring in SFDC case activities to Gainsight Timeline or push Gainsight Timeline activities to SFDC Case object?

    Thanks,
    Nitisha
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    tanya_strauss
    tanya_strauss
    Contributor ⭐️⭐️⭐️
    May 25, 2018 5:31 PM UTC
    @Nitisha - I spoke with Gidon about this use case. He/they would like the option to sync Timeline activities to SFDC Cases (or perhaps even other SFDC objects), in addition to writing to the Account Activity (Task or Event type) History.
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    Director, Customer Success | Druva
    AnaCosta
    AnaCosta
    Contributor ⭐️⭐️⭐️
    Jul 27, 2023 5:32 PM UTC

    @gidon_payenson @tanya_strauss is it possible to sync Salesforce cases to the timeline? 

    I see GS now allows for associated objects on timeline activities, but for that the CSM would still have to manually associate them. 

    I thought about using rules, but that is not possible either :( https://community.gainsight.com/ideas/creating-timeline-activity-via-rules-3083) 

    Did you find an alternative solution? 

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