Sync Salesforce Event to Timeline (From Salesforce to Gainsight)

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  • Updated 1 month ago

I have seen many posts talking about Sync between GS -> Salesforce (Events), but I would like to know if it has something that does the reverse.
Salesforce (Events) -> GS Timeline

I ask this because we use a Call monitoring tool that saves the information in the Event object as well.

We would like to know if you can take this information to the GS timeline or integrate it in other ways to make this kind of control.

If the community could share how do you control CSM's call capacity as well will be great. (features, reports, softwares).

Thank you.
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Olavo Zapata

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Posted 1 month ago

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