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?
Best answer by srinivasa_pulagam
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.
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
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
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.
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.
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.
+2Hi 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:
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
VP of Customer Success at Forcepoint
I've created custom fields on the CSTask object in Salesforce that I added to Tasks in Gainsight:
Works well for reporting too.
Works well for reporting too.
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.
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