Hi Scott - I am having issues combining CTAs and their timeline entries in my data designer

HI Scott - I can’t mass edit the priority of my CTAs...the option is greyed out - I added entity type and it worked :-)

Hi Scott, 

I followed instructions to set-up associated records to timeline. I’m interested in associating Companies, CTAs and cases.

https://support.gainsight.com/SFDC_Edition/Timeline/Admin_Guides/Configuration_of_Associated_Records_to_Timeline

The only one that was set-up was Companies. and I cannot see how to add CTAs and Cases.

We’re on the sf.com  edition. Can we review my settings during office hours?

thanks!

Lyne

 hi Scott - I’m strugg;ing setting up the integration tot timeline activities

Hello @lyne_therien  -- 

Unfortunately, you dove into enabling the feature before the documentation team made the correction to the SFDC Edition article you cite above (should be updated by Monday).

Although it is mentioned lower down in the article, the Overview section at the top mentions CTAs in error, since in SFDC Edition, CTA’s cannot be associated due to the fact that CTAs reside in an SFDC Object, not an MDA object.

Also worth noting is that Cases refers to the MDA System Cases object that is enabled if you are using Zendesk Connector in Gainsight.

The overview should read something along the lines of this: 

The Associated Records feature helps admins to associate a Timeline activity with more than one Company or Relationship record - and if the Zendesk Connector is enabled in your org, Gainsight Cases as well.

Apologies for the documentation error - it will be fixed!

Ah!… that makes sense now… Thanks Scott!

@kraig Please see Scott’s response above. We won’t be able to associate CTAs until we move to the NXT platform.