CTA Timeline entries and Case Tasks (Activities)

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  • 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
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Gidon Payenson

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Posted 8 months ago

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Nitisha Rathi, Product Manager

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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?

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Tanya Strauss, Employee

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@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.