Skip to main content
ky_powell
ky_powell
Contributor ⭐️⭐️⭐️⭐️⭐️
June 20, 2018
Solved

Is there a way to push more fields to the SFDC Tasks object from Cockpit Tasks?

It seems that the fields pushing over from Cockpit tasks to the tasks object in SFDC is limited to certain fields like "subject". I would like to push more fields over like "CTA Reason". Is this possible or are we limited to whatever is pushing by default?
    srinivasa_pulagam
    srinivasa_pulagamAnswer
    Helper ⭐️⭐️
    June 21, 2018
    This is doable but not straight forward. You could create a formula field in SFDC for CTA Reason from CS Task object and update the Salesforce Task sync mapping configuration in Administration -> Workflow -> Task page. You have to add a new mapping in "Task field mapping configuration" section for the new field created onto a corresponding field on Salesforce Task object.
    View in thread

    6 replies

    tim_schukar
    tim_schukar
    Helper ⭐️⭐️⭐️
    June 20, 2018
    Hey Ky!

    Are you trying to do this to report on the tasks?  If so, I would recommend creating a data space that joins those two objects.  That way, you have access to the data, but keep things simple.  Thanks!

    Tim
    Translate
    ky_powell
    ky_powellAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    June 20, 2018
    My salesforce admins are trying to build out a report in Salesforce on the CTA's that exist in Gainsight. But the fields seem limited and it is also hard to filter it down to what is specifically a Gainsight task. 
    Translate
    tim_schukar
    tim_schukar
    Helper ⭐️⭐️⭐️
    June 20, 2018
    Ah...  I would recommend building the data space in GS and sharing/emailing the report out.  

    However, if your SFDC Admins are insistent that this report be made available in SFDC Reports, I would create those fields on the CSTask Object and then use Process Builder to copy them over from the Call To Action Object every time a CTA is created or edited.
    Translate
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      June 20, 2018
      Hi Ky,

      There are actually a few different objects that are used to create a "Call to action". Gainsight uses a relational database structure vs. a flat file model. 

      The primary objects that you'll need to investigate are all in SFDC and are named:
      • Call To Action
      • CSTask
      • CTA Group
      • CTA Type
      You can get more details on the fields in these objects with the Gainsight Object Glossary. 
      Translate
      VP of Customer Success at Forcepoint
        kate_green
        kate_green
        Helper ⭐️⭐️
        June 20, 2018
        I've created custom fields on the CSTask object in Salesforce that I added to Tasks in Gainsight:



        Works well for reporting too.
        Translate
          srinivasa_pulagam
          srinivasa_pulagamAnswer
          Helper ⭐️⭐️
          June 21, 2018
          This is doable but not straight forward. You could create a formula field in SFDC for CTA Reason from CS Task object and update the Salesforce Task sync mapping configuration in Administration -> Workflow -> Task page. You have to add a new mapping in "Task field mapping configuration" section for the new field created onto a corresponding field on Salesforce Task object.
          Translate
          Terms & ConditionsAccessibility statement