Ability for Sally to post SFDC objects to timeline

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  • Idea
  • Updated 1 month ago
  • Under Consideration
Current use case for us is that we currently track engagements through an SFDC form and would like to have the ability for our CSM/CSA's to tell Sally what it is they are doing for the customer.  Once the information is received by Sally the information would be updated to the timeline.
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Amanda Neil

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Posted 1 month ago

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Rajesh Gande, Official Rep

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Hi Amanda,

Thanks for the post. Sally currently supports 'Post to Timeline' feature using which the CSMs can post activities to Timeline from Slack. Have you tried using this feature?

Thanks,
Rajesh
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Amanda Neil

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Yes, we are using this, but would like to see the ability for Sally to post to time line based on an SFDC form.  We currently track our customer success engagements through an sfdc form and then that feeds into Gainsight, but it would be nice if our Customer Solutions Architects while at a customers sight could tell Sally what fields to update in the engagement form and then update that into the timeline.