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jeff_ferzoco
jeff_ferzoco
Contributor ⭐️
March 9, 2017
New Idea

Bi-directional syncing of activities on timeline

  • March 9, 2017
  • 31 replies
  • 522 views
Timeline activity syncing is a great feature, but having the activities already in SF synced to the Timeline would make it even more useful. We'd love to have all the emails/calls/meetings sent to customers from the whole company gathered in one place – not just the ones entered directly into the Timeline. 

      31 replies

      spencer_engel
      spencer_engel
      Expert ⭐️
      April 13, 2017
      Hi, is there any update on this? I have a few customers who are really pushing for this bidirectional sync. Thanks!
      scott_superko
      scott_superko
      Helper ⭐️
      April 13, 2017
      +1 customer pushing for this!  

      If we can't sync previous activities we are essentially starting from day 0 on the timeline view.
        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        April 20, 2017
        Hi,

        We are planning to add a rules engine action, which will enable pushing activities from all external systems to timeline. Tentatively, this will be available in summer release.

        Thanks,
        Nitisha
          elaine_cleary
          elaine_cleary
          Helper ⭐️⭐️
          June 1, 2017
          Hi Nitisha,  Could you please confirm if we're still targeting our Summer Release to provide a way for customers to "migrate and/or populate" Timeline with history?  

          FYI - In this particular example, the company would like to take data from a custom, SF object and load historical info TImeline.  Thank you!
          nitisha_rathi
          nitisha_rathi
          Expert ⭐️⭐️
          June 5, 2017
          Hi Elaine,

          This is not planned for summer, should be available in fall.

          Thanks,
          Nitisha
          kay_bloomberg
          kay_bloomberg
          Contributor ⭐️
          August 30, 2017
          I agree- populating the Timeline with Activities from Salesforce would be enormously helpful!! Looking forward to the fall release :) 
            manmeet_dosanjh
            manmeet_dosanjh
            Helper ⭐️
            August 30, 2017
            I would also agree, this would be a very helpful feature! Another thing that would be helpful is if the Activity 'Type' from Gainsight could be pushed to the Task 'Type' field in SFDC. Since anything from Gainsight gets logged in SF with whatever is the default Type setting.
            jen_pakravan
            jen_pakravan
            Contributor ⭐️⭐️⭐️⭐️⭐️
            September 5, 2017
            I echo everyone's sentiments re: the importance and utility of this feature add. Hope this will stay on schedule for the Fall release!
              nitisha_rathi
              nitisha_rathi
              Expert ⭐️⭐️
              September 6, 2017
              Hi Manmeet,

              In Administration > Activities > Activity Sync, you can map the activity type with any picklist field of task object. The activity type name would then sync to Salesforce task. The only catch is the task object field should not be a restricted field.

              Thanks,
              Nitisha
              johnpaul_dicks
              johnpaul_dicks
              Contributor ⭐️⭐️⭐️
              October 5, 2017
              Hi there, this is a feature that my users are clamoring for so that they can monitor account activity that occurs through the salesforce email alias. 

              Nitisha, can you please confirm when this feature will be live in the product?

              Thanks,
              JP
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