Syncing Timeline Activities to SF
+13Best answer by rakesh_lingala
Hi Manu,
I think it was mentioned on the Pulse Academy that there's a plan for Timeline to SFDC sync frequency will be real-time. Do we have an update on this?
As promised, we are shipping this feature in this release which is applicable in both SFDC & NXT version.
Happy to announce that your request has been considered and included as part of v6.10 release (Jan). Gainsight now syncs Activities from the Event and Task Salesforce objects into Timeline. This means if a customer is switching systems, they can bring historic data into Timeline. And, if other cross-functional teams use Salesforce Activities to capture touchpoints, these can be displayed in Timeline to avoid users going back and forth between multiple systems.
You can find the relevant information in our v6.10 Release Notes.
Thanks for posting!
+4
+2- Currently the sync works on a per Activity Type basis. So you can't pick individual posts to manually sync just yet, like you can in Cockpit.
- The sync is uni-directional, so we don't bring anything back from Salesforce if the record there is updated. We do sync any edits/updates back to Salesforce, and also currently try to delete the record from Salesforce when it is deleted from Gainsight.
- Depending on the volume of Activities being generated in your org, the sync frequency could be somewhere between 5 to 30 hours.
Thanks,
Manu
+13
+5+2Yes, there are plans to add social features such as @mentioning folks, commenting, etc.
This is more phase-III at this point, though, as there are other core features we need to build first.
Thanks,
Manu
+7
+4
+7+2Are they showing up under Open Activities by any chance? If you could grant us support/LMA access, we can take a closer look.
+7+2
+3+2As Sandeep mentioned, no way to tell for Tasks created via Timeline/Activities. Tasks created via Cockpit, however, do have the CTA reference (Related To) captured as that sync is bi-directional.
I think it was mentioned on the Pulse Academy that there's a plan for Timeline to SFDC sync frequency will be real-time. Do we have an update on this?
Hi Manu,
I think it was mentioned on the Pulse Academy that there's a plan for Timeline to SFDC sync frequency will be real-time. Do we have an update on this?
As promised, we are shipping this feature in this release which is applicable in both SFDC & NXT version.
Happy to announce that your request has been considered and included as part of v6.10 release (Jan). Gainsight now syncs Activities from the Event and Task Salesforce objects into Timeline. This means if a customer is switching systems, they can bring historic data into Timeline. And, if other cross-functional teams use Salesforce Activities to capture touchpoints, these can be displayed in Timeline to avoid users going back and forth between multiple systems.
You can find the relevant information in our v6.10 Release Notes.
Thanks for posting!
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