We have a Subject field on the existing Log a Call in Salesforce that is a drop-down with our own custom values. The Subject field in Gainsight is just a free form text field. How do we get the values from the SF Subject drop-down to show in the GS Subject field? Also, if we are to implement this change, what is the best approach to avoiding overwriting the existing Log a Call subjects that have already been entered in GS?
So basically, Subject on Activities is a special "combo" field that acts as both a Text and a Picklist field.
You can modify the fixed list of subjects by going to Setup > Customize > Activities > Task Fields > Subject
Also, if you want to enforce the picklist side of the Subject field and not allow users to enter their own Text subject, you could create a validation rule:
But when coming to Gainsight Activity timeline: Subject field, it is a normal text field.
New Idea
Option to change a Subject field in the Activity Timeline
Hi Shiv,
A custom drop-down field can be added to the activity layout and it can be made mandatory. This field can be synced to the Subject field in Salesforce instead of syncing from the subject field in timeline activity.
Would this approach help?
Thanks?
A custom drop-down field can be added to the activity layout and it can be made mandatory. This field can be synced to the Subject field in Salesforce instead of syncing from the subject field in timeline activity.
Would this approach help?
Thanks?
+1Thanks Rajesh!
We tried to suggest the same to the user/customer but the main hurdle here is that the Subject is a default mapping in Activity Timeline which is not editable.
We tried to suggest the same to the user/customer but the main hurdle here is that the Subject is a default mapping in Activity Timeline which is not editable.
+3Allowing the subject field to be a custom dropdown list would allow us to:
- Standardize how CSMs are titling activities like Quarterly Plans (a custom activity type)
- The selection would also be shown in the Timeline view for leadership to quickly see the right activity to view
Is this possible/on the radar?
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