header
Workaround Available

Syncing timeline activities to a custom object in SFDC

  • 21 April 2020
  • 2 replies
  • 34 views

Userlevel 2
  • Gainsight Employee: Shoshin
  • 2 replies

Hi,

One of our customers would like to have the ability to sync Timeline Activities to Custom objects in SFDC instead of Events or Tasks.

Any ideas?

 


2 replies

Userlevel 7

@rvinny You can use ‘Load to Salesforce’ action in rules engine. Using ‘ActivityTimeline’ as the source object, you can load data into SFDC custom object.

Userlevel 7

@rvinny would ‘Load to Salesforce’ action in rules engine work for customer ?

Reply