Formatting of the Timeline notes gets lost when syncing to SFDC
None
Support confirmed that what we are seeing on the Salesforce side of this sync is actually known/expected behavior.
In the UI, the rich text is respected and saved accordingly, however when it is synced back to Salesforce, it is saved as plaintext, therefore all formatting is stripped out and it will appear in that way.
The only way to view this with richtext is to view it in the Timeline view in the CS360.
--> Is this something that will be improved in the future? For the AE's it is not be that ideal for follow-up if they have to read through the block of text the Coaches made on the account.
In the UI, the rich text is respected and saved accordingly, however when it is synced back to Salesforce, it is saved as plaintext, therefore all formatting is stripped out and it will appear in that way.
The only way to view this with richtext is to view it in the Timeline view in the CS360.
--> Is this something that will be improved in the future? For the AE's it is not be that ideal for follow-up if they have to read through the block of text the Coaches made on the account.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
The comments/description field on SF Tasks doesn't support rich-text, but it does make sense to maintain basic spacing when syncing over. We'll definitely review and plan to take it up soon.
Would you also be interested in having the Timeline available in our Account widget?
This strips out the bold and underlining but at least keeps the spacing, so it is easy to read.
Can you clarify what you mean with " Timeline available in our Account widget?"
Do I understand correctly that would replace the syncs to the "Activities" in SFDC?
Not exactly a replacement for SF Activities, as you might have other processes that depend on that information being in SF. But we do want to expose the Timeline and all its features to other Gainsight interfaces.
We are now honoring the basic text formatting (line space, hyperlink, etc.) while syncing activities to salesforce. Any new or updated activities will be now synced in the proper format.
And as Manu said, timeline in widgets will be available in Aug release.
Thanks,
Nitisha
Hello! Although I see via this post that the change has been implemented, I wanted to highlight that my team is still experiencing these formatting issues. I wanted to see if there any plans to improve this in the future?
Hey this actually looks like it is working now! Thank you so much for your quick help on this! I will report back if I see anything different.
I’m finding that the line spacing of the notes/description field in SF is really strange for events created via the timeline sync.
One paragraph gets broken up in to multiple lines, and then the next paragraph is 3 or 4 blank lines after that.
Gainsight timeline (notes) highlighted so you can see spacing::
Salesforce event (description) again highlighted so you can see spacing. There is no reason for a new line to begin after has, there is still lots of width available in this field;
We post some of our timeline entries through to Slack (via Zapier) the formatting of these on desktop isn’t great either (as the text doesn’t go full width) and on mobile looks even worse with the huge spaces between each paragraph.
Slack desktop (again tons of space on the right):
Slack mobile:
Is there anything that can done here? I’ve tried to fix via formatting step in Zapier but it just removes all line breaks and puts everything in one paragraph which is also unreadable.
I’m finding that the line spacing of the notes/description field in SF is really strange for events created via the timeline sync.
One paragraph gets broken up in to multiple lines, and then the next paragraph is 3 or 4 blank lines after that.
Gainsight timeline (notes) highlighted so you can see spacing::
Salesforce event (description) again highlighted so you can see spacing. There is no reason for a new line to begin after has, there is still lots of width available in this field;
We post some of our timeline entries through to Slack (via Zapier) the formatting of these on desktop isn’t great either (as the text doesn’t go full width) and on mobile looks even worse with the huge spaces between each paragraph.
Slack desktop (again tons of space on the right):
Slack mobile:
Is there anything that can done here? I’ve tried to fix via formatting step in Zapier but it just removes all line breaks and puts everything in one paragraph which is also unreadable.
As you may notice the information in Salesforce loose all the spacing between the sentences.
Do we have to submit a ticket to support to review this?
Thanks for your help.
As you may notice the information in Salesforce loose all the spacing between the sentences.
Do we have to submit a ticket to support to review this?
Thanks for your help.
Thanks a lot@sai_ram I will work with support!