Allow Task Type mapping when syncing Activities to SFDC
For example, a user logs a call from the Activities tab with the "Sync to Salesforce Activity" checked off on the Activity config, this call will appear with the default Task Type which may not be set to "Call" and could throw off some end users.
Having the ability to map Task Type in the Activities config may assist in resolving this.
Thanks!
Did you end up setting it up?
Happy to help
One follow-up question - Would you want to default all activities sync to one record type and selection of this record type should be available in Gainsight or would you want to sync individual activities to different record types?
Thanks,
Nitisha
I have a customer that would like the ability to be able to customize different Task "record types" within Gainsight. This issue has been brought to light because of the activities enhancement that was rolled out. They have several different record types and currently it just defaults to the users "default" record type.
The ability to set the Record Type is key, because that controls the page layout in Salesforce. Any thoughts of using the default Record Type for the end user, versus the Gainsight Admin user?
Reply
Login to the community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.