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New Idea

Update the Date Filters in Timeline Activity Integration Job

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  • September 24, 2020
  • 3 replies
  • 73 views

jnunes
  • Gainsight Employee ⭐️
  • 28 replies

Would it be possible to put variable values into the Timeline Integration sync jobs? The use case here is that some users log activities for the future in Salesforce, but the CS team does not want them synced to the Gainsight Timeline until the date arrives. We would prefer the filters behave similar to the way Reports/Data Designer filters work so that we can have the right data synced over at the right time. The ability to select “Due Date Only <= Today” is a prime example of how we could use these enhanced filters here to only sync activities that do not have future dates. Currently, we only have the option of “Custom” for the date filter, meaning which is better for one time or manual syncs, but not recurring automate syncs.

 

 

3 replies

prathap
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  • Contributor ⭐️⭐️
  • 8 replies
  • November 4, 2020

Other customers were also having the same scenario where they log Activities for future date in Gainsight but don't want to sync them to Salesforce, having more options on date filter will help on this case. Please have a look onto this.

 

Thanks,

Prathap


  • Contributor ⭐️
  • 2 replies
  • November 5, 2020

Hi, 

 

Indeed, highly needed to avoid pollution of timeline in Gainsight with recurring future activities from Salesforce. 

 

Jakub


nitisha_rathi
  • Expert ⭐️
  • 1134 replies
  • December 17, 2020

Thanks for bringing it our notice. We will look into it.


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