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Option to pick whether to create SF Task or Event depending on activity type in SF

  • 31 March 2020
  • 1 reply
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Userlevel 7
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Currently with the GS Timeline → SF sync you can create either Events or Tasks in SF and this applies to all activity types. 

 

We would like to be able to specify per activity type which type it would create. I’d see this working by moving the option to choose within the UI to the table view so it can done on a case by case. 

 

 

There are some required fields for events in SF (like duration) which don’t apply to some timeline entries, and currently we have to force entry of a number in this field to make it sync. 

 

 


1 reply

Userlevel 7

Thanks for sharing. This is not planned in the short term. To solve your use-case, you can turn off the OOB sync and use rules engine to populate activities in SF task/ events.

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