Question

Process to "Unsync" select tasks

  • 22 February 2017
  • 3 replies
  • 34 views

Userlevel 7
Badge +5
So, we have on auto-sync (when it's fixed). There are times where our CSMs use a CTA status of Not Valid because they believe the CTA generated in error. We'd like to be able to have a process that unsyncs the tasks for that CTA from SF without the CSM or someone having to manually do it. I thought it might be possible to do from the Rules Engine, but I'm not having any luck. Best I can put together is that since I'm trying to interact with the task in GS, there's not a way I can tell it to make the Auto-Sync false in the Set up Actions. Any suggestions?

3 replies

Userlevel 7
Badge +2
Hi Heather, Thanks for sharing this use-case. 

Few Workarounds:

As a workaround request you to turn off the sync in Playbook page and request you to turn on the sync manually in CTA landing for the required task.
Also, can you get the list of tasks which should not be synced to salesforece & then delete them from the Salesforce page.
Userlevel 7
Badge +5
Thanks, Sai!  We've actually turned off sync for all the playbooks and are just syncing Timeline activities now to keep it a little cleaner.
Userlevel 7
Badge +2
Thanks for the update! 

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