Sync attachments from Timeline to SF
CS Timeline
Love the new attachments feature in Timline. Unfortunately our whole Sales team does not have access to Gainsight and CSMs attach all their materials in timline. It would be great to be able to autosync attachments from Gainsight into a SF object.
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Not sure if you knew or not, but with the v5.9 release that dropped this week you can now view and create Timeline entries via the limited use widgets (for account and opportunity SFDC pages). https://support.gainsight.com/Release_Notes/2017/Release_Notes_Version_5.9_September_2017-Incrementa...
This gives an option to fully collaborate on Timeline records without needing a full Gainsight license.
One other thing to consider with sync'ing back to SFDC - many organizations face concerns with storage limits in SFDC. Timeline attachments in Gainsight don't count against your SFDC storage limits, which if they were copied over, could start to present a problem. Just food for thought.
We are planning to give a configuration to choose if you want to sync timeline attachments in SFDC or not. This is required as not all customers would want to sync attachments to SDFC because of storage limits, as mentioned by Dan.
Thanks,
Nitisha
One thing to keep in mind with attaching call recordings is that the file size limit for attachments is 5MB. In cases where you have a larger attachment it's advised to store the large file using an online service like Box or Google Drive and insert the link to that file in the notes.
Sync attachments from Timeline to SF is still on the road map. Currently we only sync the mappings provided at Activity Sync page