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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?

  • June 20, 2018
  • 6 replies
  • 101 views
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.

    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
    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. 
    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.
      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. 
      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.
          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.
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