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heather_hansen
heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
February 7, 2020
Solved

New Release: Saleforce Syncing

  • February 7, 2020
  • 5 replies
  • 122 views

Wondering if anyone has turned on the syncing of Salesforce Events/Tasks to Timeline yet.  My teams are extremely interested, so wanted to get perspective from someone who has done it before turning it on.

    Best answer by nitisha_rathi

    @sai_ram  Was wondering if they found it helpful or it just created a bunch of noise.  

    Hi Heather,

     

    If you add the right filters to get only important tasks/ events then it should not create noise. Maybe start with getting only the customer meetings held by cross-functional teams (if this use-case is applicable for you)

    5 replies

    sai_ram
    sai_ram
    Expert ⭐️⭐️
    February 27, 2020

    Bumping this to the top for more visibility! 

    sai_ram
    sai_ram
    Expert ⭐️⭐️
    February 27, 2020

    @heather_hansen What is that you are exactly looking for? 

    faust_belarmino
    faust_belarmino
    Helper ⭐️⭐️
    February 27, 2020

    @heather_hansen We’re wanting to turn it on! But we’re probably a month or two out before we do

     

    heather_hansen
    heather_hansenAuthor
    VIP ⭐️⭐️⭐️⭐️⭐️
    February 27, 2020

    @sai_ram  Was wondering if they found it helpful or it just created a bunch of noise.  

    nitisha_rathi
    nitisha_rathiAnswer
    Expert ⭐️⭐️
    March 3, 2020

    @sai_ram  Was wondering if they found it helpful or it just created a bunch of noise.  

    Hi Heather,

     

    If you add the right filters to get only important tasks/ events then it should not create noise. Maybe start with getting only the customer meetings held by cross-functional teams (if this use-case is applicable for you)

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