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

Syncing Timeline Activities to SF

  • November 18, 2016
  • 24 replies
  • 542 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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    blake_kenny
    blake_kenny
    Contributor ⭐️
    June 20, 2017
    Are there any plans to allow manual syncing to Salesforce like we can do currently with CTA tasks?  With data limits, we have suggested only syncing CTA tasks that have genuine long notes and not quick notes like "left VM", "call back", etc...
      speer
      speer
      Contributor ⭐️⭐️
      October 31, 2017
      We would also like to see SFDC Activities appear in Timeline as our Reps use SFDC Activities and our CSMs use Timeline --> this causes some communications vacuums at times.
        kris
        kris
        Contributor ⭐️
        May 9, 2018
        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?
          R
          rakesh_lingalaAnswer
          Helper ⭐️⭐️⭐️
          February 3, 2020

          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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