CTA Timeline entries and Case Tasks (Activities)

  • 2
  • Question
  • Updated 5 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

  • 80 Points 75 badge 2x thumb

Posted 8 months ago

  • 2
Photo of Nitisha Rathi

Nitisha Rathi, Product Manager

  • 14,676 Points 10k badge 2x thumb
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
Photo of Tanya Strauss

Tanya Strauss, Employee

  • 512 Points 500 badge 2x thumb
@Nitisha - I spoke with Gidon about this use case. He/they would like the option to sync Timeline activities to SFDC Cases (or perhaps even other SFDC objects), in addition to writing to the Account Activity (Task or Event type) History.