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Question

Logging to Parents/Children Accounts

  • June 26, 2026
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LMAR
  • Contributor ⭐️⭐️

Hi!

One of the biggest struggles our CSM’s have with GS is logging timeline activities to accounts that have multiple locations. For instance, we have parent accounts in Salesforce and under those parent’s we have the locations. When logging to the timeline they log to the parent however they would really love if when they log to parent, it can log under the child as well. Timeline activity reporting isn’t accurate because of this. 

Any solutions?