Skip to main content
leanne
leanne
Contributor ⭐️⭐️⭐️⭐️⭐️
November 30, 2016
Released

Adding fields to Timeline Activities

Related products:CS Timeline & Activity Tracking
  • November 30, 2016
  • 26 replies
  • 600 views
When adding new fields to Timeline Activities, it looks like the only options for "Field Type" are Text, Date, Number and Checkbox.  Is a "Picklist" type field anywhere in future plans?

I'm trying to match the Timeline Call Activity fields to my existing Salesforce Call Log fields, so that the calls will sync over to Salesforce, but we have several required Picklist fields in Salesforce, and I don't want to end up with a lot of messy data from open text fields. 

    26 replies

    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    December 5, 2016
    Hi Leanne,

    Thanks for the post. This is in our roadmap. ETA tentatively spring release.

    Thanks,
    Nitisha
      georges_arnaout
      georges_arnaout
      Contributor ⭐️⭐️
      January 27, 2017
      This makes perfect sense.

      Also , are we able to add more Activities today?

      manu_mittal
      Gainsight Employee ⭐️
      manu_mittal
      Gainsight Employee ⭐️
      January 27, 2017
      Hi Georges,

      Not today, but we are providing the ability to add custom activity types in next month's release.

      Thanks!
        tzundelgainsightcom
        tzundelgainsightcom
        Helper ⭐️⭐️
        May 5, 2017
        Manu, can we update this post with link to info on how to accomplish this now?
          mike_wills
          mike_wills
          Contributor ⭐️⭐️
          May 9, 2017
          Custom activity types and pick list fields?  Did these end up making it into the Spring release?  If not, are they going to be available soon?  I have a perfect use case for this I am happy to discuss with someone from Product!
            nitisha_rathi
            nitisha_rathi
            Expert ⭐️⭐️
            May 9, 2017
            Hi Mike,

            Custom activity types were implemented in Winter release. Please refer this document for more details. Picklist fields are not available yet, I will update you once the ETA is confirmed. 

            Thanks,
            Nitisha
              tzundelgainsightcom
              tzundelgainsightcom
              Helper ⭐️⭐️
              May 16, 2017
              Thanks Nitisha! Lots of customers will like the picklist availability as it ensures consistency across the team and, presumably, will allow for effective, targeted reporting.

              Tracy 
                spencer_engel
                spencer_engel
                Expert ⭐️
                May 21, 2017
                Hello - Is it possible to sync contact fields over from the Gainsight to Salesforce sync? I had a customer who wanted to be able see who the internal/external attendees for a meeting were in Salesforce, and I couldn't tell where that information is stored (if at all). I also noticed you can't create a contact field when configuring fields for a custom activity. Is this the case? 

                I'm sure I could be missing something here, so please let me know!
                nitisha_rathi
                nitisha_rathi
                Expert ⭐️⭐️
                June 12, 2017
                Hi Spencer,

                We are appending the external and internal attendees names in SF task description.

                Thanks,
                Nitisha
                nadav_shemtov
                nadav_shemtov
                Contributor ⭐️⭐️⭐️⭐️⭐️
                June 17, 2017
                Nitisha - any update on adding other field types and specifically picklists or multipicklists to Timeline? Clients at CA Technologies need this capability
                  Show more replies
                  Terms & ConditionsAccessibility statement