Specific Activity Sync

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  • Idea
  • Updated 4 months ago
  • Under Consideration
I have a customer that would like to be able to turn off autosync for specific activities in timeline but still give the CSMs the option to manually sync it over. 

They have an activity called notes that they want to only sync when manually kicked off. 
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Cameron Wright, Employee

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Posted 4 months ago

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Nitisha Rathi, Employee

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Hi Cameron,

This enhancement is not on our short-term roadmap. As a workaround, you can add a custom field 'Sync to Salesforce' to the 'Notes' activity type and then use rules engine to sync the activities where this attribute is checked.

Thanks,
Nitisha