We need to be able to associate activities and tasks from accounts in Salesforce that are Relationship records in Gainsight. Since we have been using Salesforce for years, there is a lot of activity history that is not flowing into Gainsight, because we can only push Salesforce activities associated with Company records. The lack of activity records is negatively affecting our Engagement scorecards and the overall view of our clients.
New Idea
Ability to sync to SFDC Activities to Timeline Activities associated with specific objects in Gainsight
+1This is a similar request when syncing activities from Salesforce to Gainsight. Currently, all activities that are synced from SFDC to GS go to the Company level, with no way for us to configure the sync to Relationships (or any other object).
Can we please have a way to sync activities to Relationships (at a minimum) in the near future? I think this is usually an ask for any customer that works at the Relationship level in Gainsight. Thanks!
+2Team - are there any updates here?
We definitely need the ability to sync to Relationship because our relationships are also accounts. They also have parent accounts above them that have the majority of activities on them but are not an entity in GS. So we need the ability to sync two different account activity histories into one single relationship record.
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