Reporting on email task sync to timeline

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  • Idea
  • Updated 3 months ago
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Currently in CSTask reporting, we're able to report on whether or not a task was synced back to SFDC, though I've found that we don't seem to have a similar field to show what has been synced to Timeline.

We have the option to auto-sync Email Assist tasks to Timeline, but it would be helpful to have a "Sync to Timeline"-style field in the CSTask object so that users can easily spot what has and has not been synced back to Timeline.

Thanks,
-Tom
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Tom Gerth, Employee

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Posted 3 months ago

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Nitisha Rathi, Employee

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Thanks for your inputs, Tom. We will definitely look into it.

For now, you can create this report using "ActivityTimeline" object. In filters add source =  "EMAIL_ASSIST"

Thanks,
Nitisha