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sai_ram
Expert ⭐️⭐️
September 8, 2017
Development

Creating timeline activity via rules?

Related products:CS Timeline & Activity Tracking
  • September 8, 2017
  • 81 replies
  • 2327 views
One more interesting use case in timeline, most of the customers are interested in creating time line activity via rules.

    81 replies

    Contributor ⭐️⭐️⭐️
    August 6, 2020

    +1

    would be interesting to have this available. 

    Due to a limitation on the Activity integration cannot map a picklist field in SF to a dropdown type field in GS, only solution is to map to a string field. Would like to use a rule engine in order to populate the right field.

    faust_belarmino
    Helper ⭐️⭐️
    September 8, 2020

    I’m still waiting for this feature….. :sob::sob::sob::sob:

    jean.nairon
    Expert ⭐️
    September 8, 2020

    A lot of customers would benefit from this. Are there an updates on this item?

    Jean
    phani_kumar
    Gainsight Employee ⭐️⭐️
    September 21, 2020

    I’m still waiting for this feature….. :sob::sob::sob::sob:

    +100.

    Consider this request for the next coming releases and any timeframe on this feature. 

    Thanks.

    nitisha_rathi
    Expert ⭐️⭐️
    September 24, 2020

    +1

    would be interesting to have this available. 

    Due to a limitation on the Activity integration cannot map a picklist field in SF to a dropdown type field in GS, only solution is to map to a string field. Would like to use a rule engine in order to populate the right field.

    We are fixing this issue with oct release

    nitisha_rathi
    Expert ⭐️⭐️
    September 24, 2020

    We are not planning to open up rules action in Timeline in short/ medium term. Having said that, we definitely want to build more OOB integrations with Timeline like integration with GonG.io, Chorus, Hubspot etc. Please do let us know if you think we should integrate with any other external system.

    phani_kumar
    Gainsight Employee ⭐️⭐️
    September 24, 2020

    +1would be interesting to have this available. 

    Due to a limitation on the Activity integration cannot map a picklist field in SF to a dropdown type field in GS, only solution is to map to a string field. Would like to use a rule engine in order to populate the right field.

    We are fixing this issue with oct release

    October Release!!! wow super.

    Thanks.

    faelan_herriott
    Contributor ⭐️⭐️⭐️⭐️⭐️
    September 24, 2020

    We are not planning to open up rules action in Timeline in short/ medium term. Having said that, we definitely want to build more OOB integrations with Timeline like integration with GonG.io, Chorus, Hubspot etc. Please do let us know if you think we should integrate with any other external system.

     

    Disappointing. Clearly a lot of GS clients want this. A whole host of valid use cases have ben laid out over the last 18-24 months. Why does GS insist on preventing what would be a very helpful function? And please don’t revert to ‘there would be too much noise’, clients can determine for themselves what is too much noise. 

    jean.nairon
    Expert ⭐️
    September 24, 2020

    We are not planning to open up rules action in Timeline in short/ medium term. Having said that, we definitely want to build more OOB integrations with Timeline like integration with GonG.io, Chorus, Hubspot etc. Please do let us know if you think we should integrate with any other external system.

     

    That is disappointing. Is there a technical limitation to use rules for creating timeline activities?

    Jean
    jennycs
    Contributor ⭐️⭐️
    March 17, 2021

    I have 2 use cases and I upvoted already:

    1. Update timeline when we have a renewal, expansion or new business opp close in SFDC, bringing that history into the timeline.
    2. We have implemented an Exec Summary status field in SFDC and would like to copy that status update into the timeline..

    This seems to be another feature that has been on the request list for 4+ years, promised 4+ years ago, but not yet implemented.

    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

     

    Thanks!