I have a customer that would like to be able to turn off autosync for specific activities in timeline but still give the CSMs the option to manually sync it over.
They have an activity called notes that they want to only sync when manually kicked off.
Specific Activity Sync
None
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.
This enhancement is not on our short-term roadmap. As a workaround, you can add a custom field 'Sync to Salesforce' to the 'Notes' activity type and then use rules engine to sync the activities where this attribute is checked.
Thanks,
Nitisha