Acknowledged

Creating timeline activity via rules?

  • 8 September 2017
  • 54 replies
  • 767 views

Userlevel 7
Badge +2
  • Your Ideas R our goals!!!
  • 3616 replies
One more interesting use case in timeline, most of the customers are interested in creating time line activity via rules.

54 replies

Userlevel 7
Few use-case which I know are -

1. They want to bring in meetings/ touches cross-functional teams had with the customer in timeline. So that CSMs don't have to refer two systems to go through all customer touches and everything about the customer is available in Gainsight timeline. 

2. They want to add milestones like lifecycle stage change in timeline. This overlaps with 'Load to Milestone' but eventually the plan is to make milestone an activity type.

3. Bring in historic notes from salesforce, evernote, onenote, etc. in timeline.
Userlevel 6
Badge

I’m still waiting for this feature….. :sob::sob::sob::sob:

Userlevel 7
Hi,

This is definitely on the roadmap but will be available post 3-4 releases. I will communicate the ETA once it is decided.

Thanks,
Nitisha
Userlevel 7
Badge
I don't have an update, but just wanted to remind folks to please vote for the idea if it's important to you! Thanks 🙂
Userlevel 3
Badge
+1

I would like to create Timeline activities to log survey responses (we use Qualtrics so it would be nice to record the responses in Timeline without our CSMs having to copy/paste)

I would also like to create Timeline activities to log Sponsor Tracking updates.

Userlevel 1

I have 2 use cases and I upvoted already:

  1. Update timeline when we have a renewal, expansion or new business opp close in SFDC, bringing that history into the timeline.
  2. We have implemented an Exec Summary status field in SFDC and would like to copy that status update into the timeline..

This seems to be another feature that has been on the request list for 4+ years, promised 4+ years ago, but not yet implemented.

Hi,

This is definitely on the roadmap but will be available post 3-4 releases. I will communicate the ETA once it is decided.

Thanks,
Nitisha

 

Thanks!

 

Userlevel 7
Badge

Hi community, some exciting news on this front coming with Gainsight’s December content update. We are planning to provide functionality that will let you sync activities from SFDC to Timeline via a configurable automation job. Stay tuned to the Product Updates topic area to be notified when this feature is released! https://community.gainsight.com/product-news-updates-6

Userlevel 7
Badge +1

+1.

Every week my team members will get the smart sheet with the Timeline Notes along with the Customer Name or Relationship Name. So we have to open those C360/R360 pages respectively and have to enter the Timeline notes Manually. So it would very help full if we can automate this process, so it saves a lot of time.

 

Thanks.

Userlevel 7

+1

would be interesting to have this available. 

Due to a limitation on the Activity integration cannot map a picklist field in SF to a dropdown type field in GS, only solution is to map to a string field. Would like to use a rule engine in order to populate the right field.

We are fixing this issue with oct release

Userlevel 4

We are not planning to open up rules action in Timeline in short/ medium term. Having said that, we definitely want to build more OOB integrations with Timeline like integration with GonG.io, Chorus, Hubspot etc. Please do let us know if you think we should integrate with any other external system.

 

Disappointing. Clearly a lot of GS clients want this. A whole host of valid use cases have ben laid out over the last 18-24 months. Why does GS insist on preventing what would be a very helpful function? And please don’t revert to ‘there would be too much noise’, clients can determine for themselves what is too much noise. 

Userlevel 7
Badge +1

We are not planning to open up rules action in Timeline in short/ medium term. Having said that, we definitely want to build more OOB integrations with Timeline like integration with GonG.io, Chorus, Hubspot etc. Please do let us know if you think we should integrate with any other external system.

 

That is disappointing. Is there a technical limitation to use rules for creating timeline activities?

Userlevel 5

We don’t have an immediate plan to support this as the team is occupied with other high priority items. I’ll look into the possibilities and will keep you posted.

Userlevel 7
Badge +1

I’m still waiting for this feature….. :sob::sob::sob::sob:

+100.

Consider this request for the next coming releases and any timeframe on this feature. 

Thanks.

Userlevel 4
Another use case is for transitioning accounts between CSMs. It'd be nice to be able to mass update the CSM field in SFDC / Gainsight and the mark that activity on the Timeline as an update. 
Userlevel 6
Badge
+1 to this request.

It would be great feature to help us integrate important emails into Timeline (rather than having the CSM copy and paste). Right now, we use LinkPoint to auto-log Emails into SFDC Activity History. So, it would be great if we could use rules to populate the important emails into Timeline for CSMs. The extra clicks of copying and pasting the email notes into Timeline can be cumbersome. 
Userlevel 5
Badge
+ 1 for this - very important to our requirements!
Userlevel 3
Badge +1
+1

Would like to be able to use rules to automatically add specific email communications that get delivered to our clients (eg. Black Friday/Cyber Monday Performance Summary that was delivered to our HT/LT segments). That outreach was created/managed by the CSM team so being able to see it in Timeline would be great transparency for our executive team to see.

Userlevel 5
Badge
This is required for us to autmatically update the CSM field within Timeline Activties so that it is one less manual entry for our CSM's. Is there an update on this yet or when this will be coming out, ETA? Thank you!

Userlevel 5
Badge
@dan_ahrens we would like to have this feature as it will minimize the manual entry of this field in the timeline, if the field auto populates based on the CSM on the account this minimizes manual entry and possible error if someone other than the CSM is entering the timeline update.

We would like for GS to truly be a one stop shop for our teams. Having items in timeline that are not manually logged interactions would be highly valuable (closed won opportunity (expand, add-on, etc), lifecycle stage change, escalations of critical accounts).

This would be huge for us as well

This would be used by my team to update Timeline from SF events for Sales and other teams not in GS.

Userlevel 2
+1 Would love this feature specifically for automatically logging lifecycle stage changes and other milestones to the Timeline, especially since the Milestones features seems to be phased out.

I would also be interested in using rules to generate timeline activities. We want to take the description from completed tasks and set them as timeline entries. (call notes are logged at the task level)

This would allow managers to search those notes instead of digging through past task records individually. Having Reps manually create a timeline entry to log their notes in timeline seems like an extra, and unnecessary, step!

Hello everyone. I have nothing to add to this in terms of describing the feature other than I really need it as well. Seems like this feature has been requested going back to 2017 (!). All we need to do is being able to write to the timeline which, obviously, would make the timeline a hell of a lot more useful if we showed all touch points we have with customers as opposed to one touch point (the CSM). And, obviously, we can't manually enter all this...no one will do it. Bring it Gainsight!!!!

Reply