Email assist not syncing over to SFDC as an "Email" task.

  • 5
  • Idea
  • Updated 2 months ago
  • Implemented
We've noticed that when syncing tasks into SFDC from email assist that the tasks are not saving with the type of "Email". Customer would like that task to reflect the correct type of activity that is being logged. 


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Steve Davis, Employee

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Posted 11 months ago

  • 5
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Nitisha Rathi, Employee

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Hi Steve,

I have heard this request from multiple customers. We will probably have to provide 'Task Type' mapping configuration - both for cockpit task and activity types. We will think more on this and will keep you updated.

Thanks,
Nitisha
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Casey Matson

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It looks like this is now an option with Activities:


Any update on CTAs?
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Hitesh Sharma, Employee

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Hi Casey,

Ability to Sync Task type from GS to SFDC is already been worked on by the team, will update the ETA soon.

Regards,
Hitesh
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Marta Johnson

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Hey! Any update on the status of this?
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Nitisha Rathi, Employee

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Hi Marta,

Before of some limitations, this is not available OOB but as a workaround, you can create a text formula field in csTask object and populate task type in it. You can then map this field with SF "Task Type" field to populate the correct data.

Thanks,
Nitisha