CTA Timeline entries and Case Tasks (Activities)

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  • Updated 2 months ago
How to store CTA Timeline entries into a linked SFDC object (e.g. Case) and visa versa - how to store Case Tasks (Activities) as Timelines into case related CTA
Photo of Gidon Payenson

Gidon Payenson

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Posted 2 months ago

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Photo of Nitisha Rathi

Nitisha Rathi, Employee

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Hi Gidon,

Just so that I understand your use-case - Do you want to bring in SFDC case activities to Gainsight Timeline or push Gainsight Timeline activities to SFDC Case object?

Thanks,
Nitisha