Creating timeline activity via rules?

Out of curiosity, what kinds of events would people want to create via rules? Part of the appeal of Timeline is that it is human generated activities of high value and provide a better "signal to noise" ratio from SFDC activity history. I don't think we want Timeline to become a place where there are many automated processes creating entries as it could get very cluttered that way.

Just my 2 cents.

Few use-case which I know are -

1. They want to bring in meetings/ touches cross-functional teams had with the customer in timeline. So that CSMs don't have to refer two systems to go through all customer touches and everything about the customer is available in Gainsight timeline. 

2. They want to add milestones like lifecycle stage change in timeline. This overlaps with 'Load to Milestone' but eventually the plan is to make milestone an activity type.

3. Bring in historic notes from salesforce, evernote, onenote, etc. in timeline.

Another use case is for transitioning accounts between CSMs. It'd be nice to be able to mass update the CSM field in SFDC / Gainsight and the mark that activity on the Timeline as an update. 

Are there any updates on this? Will we be able to use Rules to Load SFDC activity onto the Timeline?

Hi,

This is definitely on the roadmap but will be available post 3-4 releases. I will communicate the ETA once it is decided.

Thanks,
Nitisha

Thank you for your reply! 🙂 I'll keep an eye out for your updates

Hi Nitisha - Do we have an updated ETA on this? A few customers are asking for it - big fan of the idea. Thank you!

+1 to this request.

It would be great feature to help us integrate important emails into Timeline (rather than having the CSM copy and paste). Right now, we use LinkPoint to auto-log Emails into SFDC Activity History. So, it would be great if we could use rules to populate the important emails into Timeline for CSMs. The extra clicks of copying and pasting the email notes into Timeline can be cumbersome. 

Any update on being able to run a rule to add activity to the Timeline? Our team is will be adding product feedback to Timeline. However, historically this has been logged in google sheets but we would like to add it to the Timeline so we can report on it and remove the google sheet process all together.

Echoing that this is a MUCH needed feature. (Along with the ability to bcc timeline and see the roll-up view for an account on the c360 page!) There are activities that we'd like to record for awareness and visibility!