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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
  • 359 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

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      steve_davis
      steve_davis
      Gainsight Employee ⭐️⭐️
      November 8, 2017
      This reply was created from a merged topic originally titled Ability to customize Record Types for Activities.

      I have a customer that would like the ability to be able to customize different Task "record types" within Gainsight. This issue has been brought to light because of the activities enhancement that was rolled out. They have several different record types and currently it just defaults to the users "default" record type. 
        ben
        ben
        Helper ⭐️⭐️⭐️
        November 9, 2017
        YES
        -Ben
        seth
        seth
        Expert ⭐️
        May 10, 2018
        I see that Activity Type is now available for sync. However, if the exact Timeline Activity Types are not present in the Salesforce Task Type picklist, what is put into the Task's Type field? Is the Activity Type just stuck in there even though it isn't in the picklist?

        AI Transformation @ Gainsight
          nitisha_rathi
          nitisha_rathi
          Expert ⭐️⭐️
          June 15, 2018
          Hi All,

          One follow-up question -  Would you want to default all activities sync to one record type and selection of this record type should be available in Gainsight or would you want to sync individual activities to different record types?

          Thanks,
          Nitisha
          leanne
          leanne
          Contributor ⭐️⭐️⭐️⭐️⭐️
          June 15, 2018
          Ideally, I'd like to be able to specify in the sync settings in Gainsight.  ie. an Email from Timeline should sync to an Email activity type in SF, a call should sync to a call, a Training (custom activity type in Timeline) should sync to a Training activity type in SF.
            ben
            ben
            Helper ⭐️⭐️⭐️
            June 15, 2018
            I would want to be able to select the record type I want to sync to when setting up the Advanced Outreach or other item. That way we can properly align the activity to the object for that interaction.
            -Ben
            josh.berger
            Contributor ⭐️⭐️⭐️⭐️
            December 16, 2020

            @seth  - I know this is an old post but hoping you could shed some light on your above question about what the default behavior is when the activity type in Gainsight does not exist as a picklist value in Salesforce. I’m currently in the process of setting this up and I can see from SF to Gainsight there is an option to set a default value but I can’t find any mention of that from Gainsight to SF. Prior to fully setting everything up I’d like to know what to expect behavior wise and was hoping you might have some insights :). 

             

              seth
              seth
              Expert ⭐️
              December 17, 2020

              @josh.berger I wish I could tell you from personal experience! I stepped away from Gainsight adminning when I moved from being a Gainsight customer to a Gainsight employee :-) That said, from searching in our Slack, I see a few comments from 2019 that say that, when syncing from Gainsight to Salesforce, if a matching Salesforce Task Type does not exist, the default Salesforce Task Type will be used. (Out of the box default for Salesforce is “Email”, though that’s configurable.)

              AI Transformation @ Gainsight
              josh.berger
              Contributor ⭐️⭐️⭐️⭐️
              December 18, 2020

              @seth - Thanks for doing a bit of digging for me. That is the behavior I would expect so it’s helpful to get an unofficial confirmation of my suspicions. 

                seth
                seth
                Expert ⭐️
                December 18, 2020

                Happy to help @josh.berger -- your question helped me connect the dots and enlist our documentation team to track down the official answer so they can put a clarification in the relevant support article(s). 

                AI Transformation @ Gainsight
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