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angela_domenichelli
angela_domenichelli
Contributor ⭐️⭐️⭐️⭐️⭐️
March 5, 2018
Released

Salesforce Lightning for Outlook Integration

Related products:CS Timeline & Activity Tracking
  • March 5, 2018
  • 7 replies
  • 104 views
Currently our CSMs can create email activities in Salesforce using Lightning for Outlook, or BCC'ing an email address.  This functionality does not work with Gainsight, and we are requesting it as an enhancement.  If Gainsight should truly hold all the notes and communication with the client, the CSMs should have an easy way to save emails and attachments from Outlook.  

    7 replies

    dan_ahrens
    dan_ahrens
    Expert ⭐️⭐️⭐️
    March 5, 2018
    Hi Angela, this is a very high demand request (good thread here: https://community.gainsight.com/gainsight/topics/outlook-integration-with-gainsight) and we have our developers working on this. It's on our nearer term roadmap, but no specific ETA at this time. 
    VP of Customer Success at Forcepoint
      angela_domenichelli
      angela_domenichelliAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      March 6, 2018
      Thank you for sharing.  I created a separate thread because our need is for this to map to an activity in timeline instead of a CTA.
      Angela Domenichelli (She/Her/Hers)
      darkknight
      darkknight
      Expert ⭐️
      March 6, 2018
      Really glad to hear this is being worked on!
      Jeff Kirkpatrick
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      March 6, 2018
      Glad to hear that! It's precisely what we're working on - creating a Timeline activity from an email.

      And then once the Timeline entry is in the system - you can use rules to create CTAs, set health score, update other data, etc.
      VP of Customer Success at Forcepoint
        angela_domenichelli
        angela_domenichelliAuthor
        Contributor ⭐️⭐️⭐️⭐️⭐️
        March 6, 2018
        Sounds wonderful!  Looking forward to this release.
        Angela Domenichelli (She/Her/Hers)
        dietrich_carl
        dietrich_carl
        Helper ⭐️
        July 4, 2018
        Hi Dan, Unfortunatly I can't access the thread you're pointing to. I'm very interested an integration to deduplicate work I'm doing in outlook and getting it logged in gainsight activities.
        Looking forward learning what kind of integration you're working on.
        thanks
        dan_ahrens
        dan_ahrens
        Expert ⭐️⭐️⭐️
        July 5, 2018
        Hi Dietrich, try that link again. We had a tagging issue that hid the thread but it's been resolved now.
        VP of Customer Success at Forcepoint
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