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josh_grigone
Gainsight Employee ⭐️
josh_grigone
Gainsight Employee ⭐️
December 1, 2016
New Idea

Allow Task Type mapping when syncing Activities to SFDC

  • December 1, 2016
  • 22 replies
  • 358 views
It may be beneficial for end users/admins to have the option to adjust Task Type mapping when syncing Activities from Gainsight to SFDC. Currently, it appears it is set up in such a way that the Task Type to any Activities synced from Gainsight to SFDC will automatically pull the Default Task Type and, depending on which activities are synced, may cause confusion for end users.

For example, a user logs a call from the Activities tab with the "Sync to Salesforce Activity" checked off on the Activity config, this call will appear with the default Task Type which may not be set to "Call" and could throw off some end users. 

Having the ability to map Task Type in the Activities config may assist in resolving this.

Thanks!

      22 replies

      seth
      seth
      Expert ⭐️
      December 1, 2016
      Also Record Type, please!
      AI Transformation @ Gainsight
        elaine_cleary
        elaine_cleary
        Helper ⭐️⭐️
        December 1, 2016
        Thanks for bringing this up, Josh.  I just talked to another customer that really needs to map Task Type as well to ensure accurate SF reporting.  
        angelahibdon
        angelahibdon
        Contributor ⭐️⭐️⭐️⭐️
        December 1, 2016
        Thanks, Josh! We are syncing the Calls from Gainsight to Salesforce and they are landing in Salesforce as an Outgoing Email. 😞
        Angela Hibdon
        manu_mittal
        Gainsight Employee ⭐️
        manu_mittal
        Gainsight Employee ⭐️
        December 1, 2016
        Thanks for posting! This is an important use-case for us, but we unfortunately couldn't include a good solution in the current release. One thing we definitely want to do is expose Activity Type, so that it can be mapped to Task Type or Sub-Type in SF. Being able to assign hard values in SF without needing a source field on Gainsight side is also something we are considering, but slightly further out.
        leanne
        leanne
        Contributor ⭐️⭐️⭐️⭐️⭐️
        December 1, 2016
        YES!  100% agree.  My "Gainsight API" user has a different default task type from anything else we use, and I'd like to map these to the Task Record Type we use for other call logs generated from Salesforce, for example.  My SF admin says they can create a workflow to automatically flip these all to something else after they're created, but it seems like it'd be cleaner to map it correctly from the start.  
        scott_superko
        scott_superko
        Helper ⭐️
        January 3, 2017
        +1 for record type!
        kristin_f3c469
        kristin_f3c469
        Contributor ⭐️⭐️⭐️⭐️⭐️
        January 5, 2017
        I see this is set as Planned. Any update on timeframe?

        The ability to set the Record Type is key, because that controls the page layout in Salesforce. Any thoughts of using the default Record Type for the end user, versus the Gainsight Admin user?
        manu_mittal
        Gainsight Employee ⭐️
        manu_mittal
        Gainsight Employee ⭐️
        January 6, 2017
        Thanks for your comments! I'm going to reach out to a few of you to better understand your scenarios and how we can leverage Record Types.
        kelsi
        kelsi
        Contributor ⭐️⭐️⭐️
        February 7, 2017
        Agreed! It is important for our org to have all activities map correctly in SFDC if we are going to be using timeline activities in replace of SFDC tasks. 
          manmeet_dosanjh
          manmeet_dosanjh
          Helper ⭐️
          July 28, 2017
          I agree as well! This is a feature that is a must for accurate tracking of CSM activities in Gainsight to SFDC. Currently for us, all activity types in Salesforce default to 'Email'. 
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