Is there a way to log timeline activities on the platform level of salesforce?
Is there a way to log timeline activities on the platform level of salesforce? If not, is this on the product roadmap?
Hey Denise -- With our Salesforce stucture we work off of relationships. When I log an activity in timeline, it's syncing it with the activity section under the "Account" level in Salesforce rather than the "platform" relationship level.
+3
CJ - What do you mean by the "platform level of salesforce"? We do allow timeline activities to sync to SFDC activities - is that what you are referring to?
Here are a couple of the FAQs related to this capability for updating SFDC activities from Timeline:
Do Timeline Activities auto-sync to SFDC Activities? This is an option that the Admin must enable for each Activity type under Administration > Activities.
How often do Activities get synced to SFDC? Activities are synced to SFDC in batches every 5 hours. If there are fewer than 50 activities created across your org, then they will sync at least once every 30 hours.
Here are a couple of the FAQs related to this capability for updating SFDC activities from Timeline:
Do Timeline Activities auto-sync to SFDC Activities? This is an option that the Admin must enable for each Activity type under Administration > Activities.
How often do Activities get synced to SFDC? Activities are synced to SFDC in batches every 5 hours. If there are fewer than 50 activities created across your org, then they will sync at least once every 30 hours.
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