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Chrome Plugin - do attachments sync to Timeline?


Brittney
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Hello, does anyone know if the Chrome plugin enables emails sent through Gmail with attachements to be logged to timeline?

 

Thank you,

Best answer by heather_hansen

@Brittney found this in some documentation.

The following are the attachment file types that are supported: jpg, jpeg, gif, png, bmp, pdf, doc, docx, txt, ppt, pptx, xls, xlsx, and csv.

And then, this has some additional limitations:

https://support.gainsight.com/SFDC_Edition/Timeline/Admin_Guides/Configure_Email_to_Timeline#Limitations

 

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heather_hansen
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  • March 10, 2021

@Brittney They do.  :)  I believe there are some limitations around size and type, but otherwise, yes.


Brittney
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  • March 12, 2021

@heather_hansen thank you for the quick response! Do you know where I could find information on the limitations around size and type by chance? And do the attachments sync automatically or are there specific steps the CSMs need to take to make sure an attachement syncs successfully to the timeline activity? Thanks!


heather_hansen
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  • March 15, 2021

@Brittney found this in some documentation.

The following are the attachment file types that are supported: jpg, jpeg, gif, png, bmp, pdf, doc, docx, txt, ppt, pptx, xls, xlsx, and csv.

And then, this has some additional limitations:

https://support.gainsight.com/SFDC_Edition/Timeline/Admin_Guides/Configure_Email_to_Timeline#Limitations

 


Brittney
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  • March 15, 2021

@heather_hansen thank you so much for your help and sharing!


sai_ram
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  • March 16, 2021

@heather_hansen Thank you for the quick help!


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