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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

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      michael_sweeney
      michael_sweeney
      Helper ⭐️
      October 11, 2017
      Hey guys, I have reached out to the team and this is not in the scope for fall release. It is still under discussions and will tentatively be planned for winter release.
        dale_burnett_881207
        dale_burnett_881207
        Contributor ⭐️⭐️⭐️
        December 14, 2017
        Wanted to add my thoughts as well that being able to retrieve activities from SFDC into the timeline would add a lot of value.  The majority of our users are in SFDC and a subset of those on Gainsight.  Having this capability would allow Gainsight to have the consolidated view of account activities built into the timeline ...

        Thanks,
        Dale
          dan_wiegert
          dan_wiegert
          Gainsight Employee ⭐️⭐️
          December 15, 2017
          I just had a discussion with a client (who is represented in this thread) requesting an update on when we might expect this enhancement. Is this something that we can still expect in the Winter Release, or is a later timeframe being considered. If I could get an update on this (even if it is outside of this thread) that would be appreciated.
          Dan Wiegert - Gainsight DCS
            nitisha_rathi
            nitisha_rathi
            Expert ⭐️⭐️
            December 18, 2017
            Hi Dan,

            This will not be available in winter release but we are actively working on solving this problem. I will update ETA as I get more clarity.

            Thanks,
            Nitisha
              dan_wiegert
              dan_wiegert
              Gainsight Employee ⭐️⭐️
              December 18, 2017
              Thanks for getting back to me on this Nitisha. 
              Dan Wiegert - Gainsight DCS
              faust_belarmino
              faust_belarmino
              Helper ⭐️⭐️
              February 12, 2018
              Are there any updates on this? Will we be able to use Rules to Load SFDC activity onto the Timeline?
                mindy
                mindy
                Helper ⭐️
                February 14, 2018
                Another upvote for this - We already wanted it, but our team is now adopting a calendar scheduling tool that automatically syncs to SFDC which means that if we continue to use timeline we'll be double logging.  It would be infinitely better to have it synced to timeline when scheduled and then updated with notes later.
                  hayley_jean_farr
                  hayley_jean_farr
                  Contributor ⭐️⭐️⭐️
                  March 21, 2018
                  We are encountering this now with our implementation as well. It was the #1 concern in our pilot: having to start from day 0.

                  Scott, did you figure out any work around? Thanks!
                  hayley_jean_farr
                  hayley_jean_farr
                  Contributor ⭐️⭐️⭐️
                  March 21, 2018
                  Nitisha, 
                  Is it still on schedule for the fall '18 release?
                  hayley_jean_farr
                  hayley_jean_farr
                  Contributor ⭐️⭐️⭐️
                  March 21, 2018
                  UPVOTE here too!

                  This was the number one area of concern from our users during our Gainsight Pilot.

                  At a minimum, the ability to one-time bulk upload from SF Events would be valuable so that we're not starting at 0 on Day 1. 

                  Any update on the timeline for this enhancement? 
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