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heather_hansen
heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
November 18, 2016
Solved

Syncing Timeline Activities to SF

  • November 18, 2016
  • 24 replies
  • 546 views
In your release notes, it says that you can sync Timeline Activities to SF Tasks. Can I get more details on how they can be synced?
    Best 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!

    24 replies

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    heather_landgraf
    heather_landgraf
    Contributor ⭐️⭐️⭐️⭐️⭐️
    December 21, 2016
    I am having trouble getting this to work. We don't have Tasks in sfdc enabled, and I did all the steps to enable syncing from the timeline to sfdc - but nothing is showing up in the Activity History or Notes and Attachments. It has been over a week so it isn't the issue with waiting 30 hours. Where would these show up?
      seth
      seth
      Expert ⭐️
      December 21, 2016
      Hi Heather. They're synced to Tasks only, therefore they show up in Activity History. Keep in mind that syncing only happens when there are 50 activities, or after 30 hours, whichever comes first. So, if you set it up [i]just now, that would explain why the Tasks don't appear yet.
      AI Transformation @ Gainsight
      manu_mittal
      Gainsight Employee ⭐️
      manu_mittal
      Gainsight Employee ⭐️
      December 21, 2016
      Hi Heather,

      Are they showing up under Open Activities by any chance? If you could grant us support/LMA access, we can take a closer look.
      heather_landgraf
      heather_landgraf
      Contributor ⭐️⭐️⭐️⭐️⭐️
      December 21, 2016
      I actually just found them in Open Activities! we don't have a shortcut link at the top of our account page so I didn't even know that section existed. Any chance you know how to have them noted as complete instead of not started so they show up in the Activity History?
        seth
        seth
        Expert ⭐️
        December 21, 2016
        If you go to Administration > Activities > Activity Sync, there's a "Salesforce Status" selector -- maybe that's not set?
        AI Transformation @ Gainsight
        heather_landgraf
        heather_landgraf
        Contributor ⭐️⭐️⭐️⭐️⭐️
        December 21, 2016
        oh my...I forgot that I was the one who set the default to Not Started. Thank you for reminding me of that setting!
        manu_mittal
        Gainsight Employee ⭐️
        manu_mittal
        Gainsight Employee ⭐️
        December 21, 2016
        Yep, Seth beat me to it. You can just pick the closed status from there for activities to show up as closed.
        zach_davis
        zach_davis
        Helper ⭐️
        February 2, 2017
        Do you know if there is a way to tell when reporting on the Task object which tasks came from our sync? The only option I have come up with is to create a custom status of Completed - GS and reporting off of that.
        sandeep_kumar
        Gainsight Employee ⭐️
        sandeep_kumar
        Gainsight Employee ⭐️
        February 3, 2017
        Currently we do not have any way to distinguish sync task with other task but as you suggested this can be achieve by creating custom field.
          manu_mittal
          Gainsight Employee ⭐️
          manu_mittal
          Gainsight Employee ⭐️
          February 3, 2017
          Hi Zach,

          As 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.
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