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New Release: Saleforce Syncing


heather_hansen
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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

heather_hansen wrote:

@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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sai_ram
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  • February 27, 2020

Bumping this to the top for more visibility! 


sai_ram
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  • February 27, 2020

@heather_hansen What is that you are exactly looking for? 


faust_belarmino
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  • Helper ⭐️⭐️
  • 224 replies
  • 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
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  • 954 replies
  • February 27, 2020

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


nitisha_rathi
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  • 1134 replies
  • Answer
  • March 3, 2020
heather_hansen wrote:

@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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