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Hi Gainsight Community,

 

Our goal is to set up a bi-directional sync from GS CTA Tasks to SFDC Opportunity tasks.  The Task Syncing options available OOTB (Auto sync or Bi-directional) only sync the tasks to the SFDC Account.  The CTAs are triggered via rules from SFDC Opportunity as a source and we utilize the Linked Object through the rules actions.  Regardless of the linked object showing the correct SFDC Opportunity, the tasks all sync to the SFDC Account tasks.

Our Goal Workflow:

  1. CTA is triggered via Rules from SFDC Opportunity and created at Company level in Gainsight.

  2. All CS Tasks sync from GS to the linked SFDC Opportunity and appear under Opportunity Tasks (NOT Account Tasks).

  

This post was the only one I could find that is close to what we are trying to accomplish with CTA Tasks syncing to SFDC Opportunity Tasks:
“I feel most would agree that if I want to link a CTA to an Opportunity, one would also want the ability to choose to synch the Timeline entries to that Opportunity’s tasks. “

Related question:  

 

Does anyone have a recommended approach to setting this up?

 

Hi ​@kerry.rizzo 

That’s entirely possible to do with rules engine. It’s not real-time bi-directional however. It would be updated every 2 hours max with rules engine. 

This is what your rule action needs to look like to create the task at the opportunity level: you’ll push the SFDC opportunity ID to the field “Related To ID” (this field can hold either an Accound Id or an opportunity Id, it can probably hold some other reference, but those are the two I know to be accepted). 

Hope this helps!

A

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