I’m trying to determine if my CSMs are leveraging the Comment function in Timeline. I don’t see a way to pull comments into an Activity Timeline report. Is this possible?
3 months ago
You can create report on all types of activity. Activity Comments object has a lookup to activity timeline object, so it gives you all options to see comments belongs to which activity/account, etc.
This is on our short term roadmap and should be available in next 3-4 months.
@nitisha_rathi is this on the roadmap at all?
Happy to announce that your request has been considered and included as part of the v6.18 release (SFDC / NXT). With this release, admins can report on timeline comment data by selecting the Activity Comments object as their data source.
This feature is implemented in both SFDC & NXT versions.
Thanks for posting!
That’s super. Thanks, team.
Hi @darkknight and others! You may have already seen, but just in case, I wanted to quickly note that we released the ability to report on Timeline comments in our October 2020 release. Here’s a direct link to the description from that release:
Hi. First of all thanks for giving an option to create reports on Timeline Comments.
Just want to know, if we create a report it will show all types of Activity Type Comments or only specific to any Activity Type comments.
Already have an account? Login
Retrieve username / Reset password or Create an account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.
We use 3 different kinds of cookies. You can choose which cookies you want to accept. We need basic cookies to make this site work, therefore these are the minimum you can select. Learn more about our cookies.
© 2020 Gainsight,Inc, The Customer Success Company.
All rights reserved.
655 Montgomery Street,
7th Floor |
+1 (888) 623-8562
Terms and Privacy