Consumption of email activity in Salesforce on Timeline.

  • 9
  • Idea
  • Updated 3 months ago
  • Under Consideration
As of now, we don't have bidirectional sync on Activity Timeline. Would it be possible to have this in future as this could really eliminate the redundant work hence removing the double effort for the CSM's.

As of now, if we send an email to a customer it gets logged in Salesforce and as of today can't sync it to Activity Timeline in Gainsight.
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Ankur Bhat, Employee

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Posted 10 months ago

  • 9
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Karl Rumelhart, Official Rep

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Two separate things here.  First, we want to make it possible to create a Timeline Activity from Rules Engine.  Among other things, that would make it possible to read data from Salesforce and create corresponding TImeline Activities.  Separately, there is a strong request for a direct way to get email into Timeline, which also clearly makes sense. 
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Karl McCay

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Thanks for the update Karl, Happy to talk with you more on this when the time comes
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Jackie Cofield

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Hi - are there any updates on this? This would be tremendously helpful to my time. Huge time saver.
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Nitisha Rathi, Employee

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Hi,

We are prioritizing directly sending emails to timeline and tentatively it should be available in next 2-3 releases.

Thanks,
Nitisha