Timeline activities and CTA information

  • 3
  • Question
  • Updated 5 months ago
  • Answered
I put this question as a response to something else somewhere. It is worthy of it's own question. I love that I can create timeline activities from CTAs and sync them with salesforce. This is incredibly useful. However, if I am not in the CTA, I don't have any idea what CTA this activity is related to. This is particularly an issue when they sync to salesforce and the sales team really has no idea what this about. I can put this information in the subject line to help but it would be very helpful if there was a better way. When syncing to sfdc, there is a field created called CSM Activity Type where "update", "call", "meeting", etc. is place. I would like to be able to push additional information form the CTA to salesforce as well. At the very least, the name of it but really any field that is on it. Is there a way to do that that I am not aware of? 
Photo of Laura Webster

Laura Webster

  • 582 Points 500 badge 2x thumb

Posted 12 months ago

  • 3
Photo of Laura Webster

Laura Webster

  • 582 Points 500 badge 2x thumb
Additionally, if I am in the timeline in the customer 360- I can't tell which CTAs these activities are all for. Am I missing something? 
Photo of Nitisha Rathi

Nitisha Rathi, Employee

  • 14,044 Points 10k badge 2x thumb
Hi Laura,

We are adding a link to the CTA in 360 timeline in summer(Aug) release.

We are also working on showing more details like CTA name etc. upfront. ETA to be decided.

Thanks,
Nitisha
Photo of Melissa I

Melissa I, Champion

  • 3,796 Points 3k badge 2x thumb
We now have a 'CTA' link when timeline updates are made from a CTA, but it doesn't appear that a link is created when the CTA is created from the Timeline (when tasks are added to an update).  Why is that? My CMSs have to go hunt for their CTA in order to complete it, even though they are looking right at the tasks in Timeline.  
Photo of Nitisha Rathi

Nitisha Rathi, Employee

  • 14,044 Points 10k badge 2x thumb
I understand the concern, Melissa. We will be showing the activity via which CTA was created in CTA timeline too so that users have full context in the CTA. We are working towards it and will be implementing it soon.

Thanks,
Nitisha
Photo of Melissa I

Melissa I, Champion

  • 3,796 Points 3k badge 2x thumb
Great to hear.  Thanks!