Acknowledged

Allow filtering of Timeline activities that get synced to Salesforce


Userlevel 7
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Right now we essentially have an “all or nothing” Timeline activity sync back to either Task or Event object in SFDC. It would be nice if we allowed customers to filter which Timeline activities they want to sync back.

 

Use case: One customer I recently talked to had a certain activity that they only want to sync to Events but the rest should go to Tasks. They’d like to still use the out of the box sync because of its real-time capability while having a rule that pushes the other activities to the Event object. 

 

2 replies

Userlevel 7

@spencer_engel Thanks for sharing. This is not planned in the short-medium term. Rules is the best solution for this use-case until we implement it in the product.

Userlevel 7
Badge +1

I’ve encountered this is as well. If the customer uses a Calendar function in SFDC, then things like Meetings should be logged as Events but things like Emails should be logged as Tasks.

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