Bi-directional syncing of activities on timeline
None
Timeline activity syncing is a great feature, but having the activities already in SF synced to the Timeline would make it even more useful. We'd love to have all the emails/calls/meetings sent to customers from the whole company gathered in one place – not just the ones entered directly into the Timeline.
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If we can't sync previous activities we are essentially starting from day 0 on the timeline view.
We are planning to add a rules engine action, which will enable pushing activities from all external systems to timeline. Tentatively, this will be available in summer release.
Thanks,
Nitisha
FYI - In this particular example, the company would like to take data from a custom, SF object and load historical info TImeline. Thank you!
This is not planned for summer, should be available in fall.
Thanks,
Nitisha
In Administration > Activities > Activity Sync, you can map the activity type with any picklist field of task object. The activity type name would then sync to Salesforce task. The only catch is the task object field should not be a restricted field.
Thanks,
Nitisha
Nitisha, can you please confirm when this feature will be live in the product?
Thanks,
JP
Thanks,
Dale
This will not be available in winter release but we are actively working on solving this problem. I will update ETA as I get more clarity.
Thanks,
Nitisha
Scott, did you figure out any work around? Thanks!
Is it still on schedule for the fall '18 release?
This was the number one area of concern from our users during our Gainsight Pilot.
At a minimum, the ability to one-time bulk upload from SF Events would be valuable so that we're not starting at 0 on Day 1.
Any update on the timeline for this enhancement?
This is in our short-term roadmap but may be available post 2-3 releases (we are on monthly release now).
Thanks,
Nitisha