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Hi all:

 

Not sure if im missing something, but could use some help. Here is the scenario:

  1. As a user, I open a CTA and link it to an opportunity (shown below)
  2. Through the CTA, I then log my timeline activity to report progress on the Opportunity through the Timeline within the CTA.

Since I linked the CTA to an Opportunity in SFDC,  the expected behavior (i believe) is that when I went into Salesforce, it would show my timeline activities as “tasks” on the opportunity.  

On the contrary- the result is that all tasks, regardless of linking to an Opportunity all synch to the account page. 

 

Does anyone know if there is an automated way of doing this? I don’t see any “linked to” on the Timeline Activity object- otherwise I would set a rule to push that to Salesforce. I’ve heard of other workarounds where CSM can enter Opp ID, but that’s quite a manual process that will deter from my goal of making Gainsight “easy” for you as a CSM.

 

Is there a more turnkey solution on the roadmap and/or if there is an ideas I can vote on?  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. 

 

Thanks!

 

 

@Erseburse As I understand, you want to link an opportunity to a timeline entry so that the timeline activity can be sync’ed as a task in Salesforce. Is my understanding correct?

@soumitrasahu FYI

I need to accomplish what the OP wrote about.

Our CTAs are triggered via rules engine at the Company level related to the Account’s opportunity.

Our goal is to map the CTA Tasks back to the corresponding Opportunity Tasks in Salesforce (every CTA is associated with a unique Opportunity ID, and 1 account can have many open opportunities).  Right now using the native “sync” option has the tasks sync at the Account level.

 

Would rules engine or External actions be an option to accomplish this task?

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