New Release: Saleforce Syncing

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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.

Timeline

nitisha_rathiAnswer

Expert ⭐️⭐️

@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)

sai_ram

Expert ⭐️⭐️

Bumping this to the top for more visibility!

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sai_ram

Expert ⭐️⭐️

@heather_hansen What is that you are exactly looking for?

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faust_belarmino

Helper ⭐️⭐️

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

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heather_hansenAuthor

VIP ⭐️⭐️⭐️⭐️⭐️

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

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nitisha_rathiAnswer

Expert ⭐️⭐️

@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)

Translate

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