Adding fields to Timeline Activities

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  • Idea
  • Updated 3 months ago
  • Planned
When adding new fields to Timeline Activities, it looks like the only options for "Field Type" are Text, Date, Number and Checkbox.  Is a "Picklist" type field anywhere in future plans?

I'm trying to match the Timeline Call Activity fields to my existing Salesforce Call Log fields, so that the calls will sync over to Salesforce, but we have several required Picklist fields in Salesforce, and I don't want to end up with a lot of messy data from open text fields. 
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Leanne, Champion

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Posted 1 year ago

  • 11
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Nitisha Rathi, Employee

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Hi Leanne,

Thanks for the post. This is in our roadmap. ETA tentatively spring release.

Thanks,
Nitisha
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Georges Arnaout

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This makes perfect sense.

Also , are we able to add more Activities today?
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Manu Mittal, Employee

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Hi Georges,

Not today, but we are providing the ability to add custom activity types in next month's release.

Thanks!
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tzundel@gainsight.com, Official Rep

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Manu, can we update this post with link to info on how to accomplish this now?
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Mike Wills

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Custom activity types and pick list fields?  Did these end up making it into the Spring release?  If not, are they going to be available soon?  I have a perfect use case for this I am happy to discuss with someone from Product!
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Nitisha Rathi, Employee

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Hi Mike,

Custom activity types were implemented in Winter release. Please refer this document for more details. Picklist fields are not available yet, I will update you once the ETA is confirmed. 

Thanks,
Nitisha
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tzundel@gainsight.com, Official Rep

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Thanks Nitisha! Lots of customers will like the picklist availability as it ensures consistency across the team and, presumably, will allow for effective, targeted reporting.

Tracy 
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Spencer Engel, Employee

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Hello - Is it possible to sync contact fields over from the Gainsight to Salesforce sync? I had a customer who wanted to be able see who the internal/external attendees for a meeting were in Salesforce, and I couldn't tell where that information is stored (if at all). I also noticed you can't create a contact field when configuring fields for a custom activity. Is this the case? 

I'm sure I could be missing something here, so please let me know!
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Nitisha Rathi, Employee

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Hi Spencer,

We are appending the external and internal attendees names in SF task description.

Thanks,
Nitisha
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Nadav Shem-Tov, Client Strategy Manager

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Nitisha - any update on adding other field types and specifically picklists or multipicklists to Timeline? Clients at CA Technologies need this capability
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Nitisha Rathi, Employee

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Hi Heather,

Yes, picklist fields will be available in fall release.

Thanks,
Nitisha
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Lyubov Penyugalova

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Great, thank you very much, Nitisha!
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Heather Hansen, Champion

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Nitisha,

Any ETA for multipicklists?  We've added one as a single select today, but would ideally like to make it multi-select.  For example, we have a Product dropdown, and often, the CSM will be training on more than one product at a time, so we'd like them to be able to choose more than one.
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Mike Wills

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Agreed.  While the dropdown is a nice add and gets us closer to what we need, a multi choice field would really address our use case. 
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Nitisha Rathi, Employee

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Thanks for the inputs. Multi-picklist fields are not in our short-term (3-4 months) roadmap. I will post updates here once I have more clarity on ETA.

Thanks,
Nitisha