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jen_molitor
jen_molitor
Helper ⭐️
May 9, 2018
Question

What are the differences between syncing Timeline activity to SFDC tasks vs events

  • May 9, 2018
  • 2 replies
  • 121 views
What are the pros/cons of syncing timeline activity to SFDC tasks vs events? Is there a recommended best practice for where to sync? 

    2 replies

    sai_ram
    sai_ram
    Expert ⭐️⭐️
    September 24, 2018
    Hi Jen,

    Please go through this article to know the difference OR this article .
      samantha_braastad
      samantha_braastad
      Contributor ⭐️⭐️⭐️⭐️⭐️
      September 24, 2018
      Hey Jen! 

      I think this is a matter of preference for your org as well. If Timeline is being leveraged to mainly log internal or external meetings, then Events is what makes the most sense. Ideally, any 'tasks' added to a Timeline log would sync to Activity (provided you have all tasks set to sync to Salesforce per this article: https://support.gainsight.com/Cockpit_and_Playbooks/Admin_Guides/10_Configure_and_Sync_Tasks_from_Ga...

      I am not 100% sure if that is true today for Timeline Activity tasks. The caution would be that this would also sync all tasks associated to a CTA as well.  
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