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Contributor ⭐️⭐️
Feb 16, 2021 6:20 PM UTC
Solved

Time to SFDC sync - activity classification

When our activities sync to SFDC, they are all tagged as the activity type 'tasks' in SF meaning there is no way to distinguish between emails and call/meeting notes. 

Are we able to mass reclassify all ‘Email’ Timeline activities to ‘Email’ activity type in SFDC? 

 

Thanks!

Alex

gunjanm
gunjanmAnswer
Expert ⭐️
Mar 3, 2021 3:52 PM UTC

@alex_GC_ that’s right, it’s a custom field we created also. Create the Dropdown list first in Data Management, then go to Admin → Timeline → Edit on the specific Activity Type you want to add to, then click + Field. Quick video:  

 

 

  
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Gunjan

9 replies

sai_ram
Expert ⭐️⭐️
Feb 17, 2021 5:33 PM UTC

@alex_GC_ Thanks for sharing your valid request. As per my knowledge this is already added to the road-map. I will once again recheck and get back to you on this.

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gunjanm
Expert ⭐️
Feb 24, 2021 6:17 PM UTC

We use this Type field on the Task activity in SFDC to identify an Email as an Email, etc. This has never been a problem for us using this, and it aligns with what SFDC direct users are doing in SFDC.  

  
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Gunjan
sai_ram
Expert ⭐️⭐️
Feb 25, 2021 3:24 PM UTC

@gunjanm great that it worked for you!

@alex_GC_  could you please give a try and let us know if you see any issues.

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sai_ram
Expert ⭐️⭐️
Mar 2, 2021 9:13 AM UTC

@alex_GC_  did you get a chance to give a try? Please let us know if you need any help here. 

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alex_GC_Author
Contributor ⭐️⭐️
Mar 2, 2021 5:51 PM UTC

Thanks @gunjanm. I did give it go but unfortunately the SFDC activities are still showing as general ‘tasks’…  it seems I only have the Activity Type gainsight<>SFDC field & not the ‘Meeting type’ field. do you think that could be the issue? 

 

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gunjanm
Expert ⭐️
Mar 2, 2021 10:57 PM UTC

@alex_GC_ that’s exactly it. We made an additional Gainsight Meeting Type field on the Activity object and map Meeting Type to it. 

  
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Gunjan
alex_GC_Author
Contributor ⭐️⭐️
Mar 3, 2021 8:16 AM UTC

@gunjanm - thank you! Will give that a go

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alex_GC_Author
Contributor ⭐️⭐️
Mar 3, 2021 8:22 AM UTC

@gunjanm - I also can’t see a ‘Meeting type’ field on our Gainsight side… did you also custom create this field? If so, could you provide some guidance on how you did this? Thanks!

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gunjanm
gunjanmAnswer
Expert ⭐️
Mar 3, 2021 3:52 PM UTC

@alex_GC_ that’s right, it’s a custom field we created also. Create the Dropdown list first in Data Management, then go to Admin → Timeline → Edit on the specific Activity Type you want to add to, then click + Field. Quick video:  

 

 

  
End Proctoring-
 
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Gunjan