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kristin_f3c469
kristin_f3c469
Contributor ⭐️⭐️⭐️⭐️⭐️
January 6, 2016
New Idea

Sync CTA to Salesforce Task (without requiring a CS Task)

  • January 6, 2016
  • 13 replies
  • 306 views
We'd like to have the ability to have a CTA sync with a Salesforce task directly, without having to create a task off the CTA. This is important for giving visibility to non-Gainsight users of activity done by the AM, and keep things simple for the AM when documenting interactions with the Customer.

As a side note, I thought this Idea was previously posted but couldn't find it.

thanks
Kristin

      13 replies

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      grace
      grace
      Contributor ⭐️
      July 31, 2018
      I have also run into this as a use case...We have a CTA that is triggered as an alert that the Product Usage and Score has decreased. It does not have a playbook and does not need one but we would like to sync this to SFDC for visibility to other teams not in Gainsight. Also we have alot of manual CTAs that CSMs create that are not necessarily timeline posts that need to be synced as well....and as of now they have to create a task to be able to sync to SFDC.
      alizee
      alizee
      VIP ⭐️⭐️⭐️⭐️⭐️
      September 26, 2024

      How come this hasn’t become reality yet? 

      The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
      kstim
      kstim
      Helper ⭐️⭐️
      September 26, 2024

      In a use case I briefly alluded to in this post, I too was looking for a way to sync a CTA to a Salesforce Task without requiring a task under the CTA in Gainsight. For our use case, the CTA didn’t require any tasks. The CTA was enough and was what we needed to surface to our sales team, so adding unnecessary tasks didn’t feel right. If this were to be made possible (in addition to being able to add filters to the native task sync option), I can see this being super useful in regards to getting important information in front of sales teams in a relatively quick and simple way.

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