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ruth_cruysbergs
Contributor ⭐️⭐️
December 14, 2016
New Idea

Formatting of the Timeline notes gets lost when syncing to SFDC

  • December 14, 2016
  • 20 replies
  • 355 views
Support confirmed that what we are seeing on the Salesforce side of this sync is actually known/expected behavior.

In the UI, the rich text is respected and saved accordingly, however when it is synced back to Salesforce, it is saved as plaintext, therefore all formatting is stripped out and it will appear in that way.

The only way to view this with richtext is to view it in the Timeline view in the CS360.

--> Is this something that will be improved in the future? For the AE's it is not be that ideal for follow-up if they have to read through the block of text the Coaches made on the account.

    20 replies

    sai_ram
    Expert ⭐️⭐️
    May 18, 2020

    @Sam_Schumacher Sorry for the inconvenience, thanks for bringing this up here! I will check this with my team and get back to you.

     

    sai_ram
    Expert ⭐️⭐️
    May 19, 2020

    @Sam_Schumacher is it possible for you to share the source and the screenshot for better understanding 

    sai_ram
    Expert ⭐️⭐️
    May 26, 2020

    @Sam_Schumacher did you get a chance to view my comments here?

    Contributor ⭐️
    May 26, 2020

    Hey this actually looks like it is working now! Thank you so much for your quick help on this! I will report back if I see anything different. 

    sai_ram
    Expert ⭐️⭐️
    June 5, 2020

    @Sam_Schumacher Great to hear! Thanks for the update. 

    HollySimmons
    Helper ⭐️
    September 29, 2020

    I’m finding that the line spacing of the notes/description field in SF is really strange for events created via the timeline sync. 

    One paragraph gets broken up in to multiple lines, and then the next paragraph is 3 or 4 blank lines after that. 

    Gainsight timeline (notes) highlighted so you can see spacing:: 
     

     

    Salesforce event (description) again highlighted so you can see spacing. There is no reason for a new line to begin after has, there is still lots of width available in this field; 
     



    We post some of our timeline entries through to Slack (via Zapier) the formatting of these on desktop isn’t great either (as the text doesn’t go full width) and on mobile looks even worse with the huge spaces between each paragraph. 

    Slack desktop (again tons of space on the right):

     

    Slack mobile:
     



    Is there anything that can done here? I’ve tried to fix via formatting step in Zapier but it just removes all line breaks and puts everything in one paragraph which is also unreadable. 

    sai_ram
    Expert ⭐️⭐️
    October 16, 2020

    I’m finding that the line spacing of the notes/description field in SF is really strange for events created via the timeline sync. 

    One paragraph gets broken up in to multiple lines, and then the next paragraph is 3 or 4 blank lines after that. 

    Gainsight timeline (notes) highlighted so you can see spacing:: 
     

     

    Salesforce event (description) again highlighted so you can see spacing. There is no reason for a new line to begin after has, there is still lots of width available in this field; 
     



    We post some of our timeline entries through to Slack (via Zapier) the formatting of these on desktop isn’t great either (as the text doesn’t go full width) and on mobile looks even worse with the huge spaces between each paragraph. 

    Slack desktop (again tons of space on the right):

     

    Slack mobile:
     



    Is there anything that can done here? I’ve tried to fix via formatting step in Zapier but it just removes all line breaks and puts everything in one paragraph which is also unreadable. 

    @HollySimmons Thanks for bringing this to our notice. I am redirecting this our support team for better debugging. 

    andresvargas2018
    Contributor ⭐️⭐️
    October 22, 2020

    @sai_ram Hi Sai, I wanted to share that our CSM team has reported the same issues with some timeline activities that are being synce to Salesforce. Mostly older ones, here is an example: 

    As you may notice the information in Salesforce loose all the spacing between the sentences.

    Do we have to submit a ticket to support to review this?

    Thanks for your help.

    AVB
    sai_ram
    Expert ⭐️⭐️
    October 30, 2020

    @sai_ram Hi Sai, I wanted to share that our CSM team has reported the same issues with some timeline activities that are being synce to Salesforce. Mostly older ones, here is an example: 

    As you may notice the information in Salesforce loose all the spacing between the sentences.

    Do we have to submit a ticket to support to review this?

    Thanks for your help.

    @andresvargas2018 sorry for the inconvenience. I have created support cricket for this. Our team will get back to you on this.

    andresvargas2018
    Contributor ⭐️⭐️
    October 30, 2020

    Thanks a lot @sai_ram I will work with support!:sunglasses:

    AVB