Timeline external contact entry searches all contacts in salesforce

  • 1
  • Problem
  • Updated 1 year ago
  • Solved
When creating a Timeline activity from a CTA on the cockpit and adding external contacts, Gainsight pulls in ALL contacts from your Salesforce database in the returned dynamic search. When this is done on the Timeline tab, the dynamic search is limited to the company for which the Timeline Activity is being created. The behavior on the CTA cockpit timeline activity creation seems like a bug.
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Louis Puster

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Posted 1 year ago

  • 1
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Sandeep Kumar, Employee

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Thanks for sharing this. We have identified this issue and working on the fix.