Creating timeline activity via rules?

This is required for us to autmatically update the CSM field within Timeline Activties so that it is one less manual entry for our CSM's. Is there an update on this yet or when this will be coming out, ETA? Thank you!

Hi Amanda,

Can you expand on your use case a little more? Are you looking to change the CSM assignment field based on a Timeline Activity entry? Or something different?

Hi Dan,

We were looking to have the CSM field auto populate into the Timeline Activity from the Attributes page, both R360 and C360. Does that help?

Sort of. I'm curious as to the workflow where you'd want to capture the CSM field on every interaction with the customer. Typical data that you'd capture with a Timeline entry might be customer sentiment temp, type of discussion, duration of the call, etc. These would be variables that would change from activity to activity entry. What is the added value of having the CSM field on a Timeline activity entry since that data is available elsewhere in the system?

@dan_ahrens we would like to have this feature as it will minimize the manual entry of this field in the timeline, if the field auto populates based on the CSM on the account this minimizes manual entry and possible error if someone other than the CSM is entering the timeline update.

Hi Amanda, let me connect with you directly via email on this. Timeline automatically logs who created the activity based on who the logged in user is, so there's no need for anyone to type in their name.

We would like for GS to truly be a one stop shop for our teams. Having items in timeline that are not manually logged interactions would be highly valuable (closed won opportunity (expand, add-on, etc), lifecycle stage change, escalations of critical accounts).

Any updates on this request?

This would be huge for us as well

This would be used by my team to update Timeline from SF events for Sales and other teams not in GS.