Best answer by srinivasa_pulagamView original
Is there a way to push more fields to the SFDC Tasks object from Cockpit Tasks?
It seems that the fields pushing over from Cockpit tasks to the tasks object in SFDC is limited to certain fields like "subject". I would like to push more fields over like "CTA Reason". Is this possible or are we limited to whatever is pushing by default?
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Are you trying to do this to report on the tasks? If so, I would recommend creating a data space that joins those two objects. That way, you have access to the data, but keep things simple. Thanks!
However, if your SFDC Admins are insistent that this report be made available in SFDC Reports, I would create those fields on the CSTask Object and then use Process Builder to copy them over from the Call To Action Object every time a CTA is created or edited.
There are actually a few different objects that are used to create a "Call to action". Gainsight uses a relational database structure vs. a flat file model.
The primary objects that you'll need to investigate are all in SFDC and are named:
Works well for reporting too.