Email assist not syncing over to SFDC as an "Email" task.
None
We've noticed that when syncing tasks into SFDC from email assist that the tasks are not saving with the type of "Email". Customer would like that task to reflect the correct type of activity that is being logged.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
I have heard this request from multiple customers. We will probably have to provide 'Task Type' mapping configuration - both for cockpit task and activity types. We will think more on this and will keep you updated.
Thanks,
Nitisha
Any update on CTAs?
Ability to Sync Task type from GS to SFDC is already been worked on by the team, will update the ETA soon.
Regards,
Hitesh
Before of some limitations, this is not available OOB but as a workaround, you can create a text formula field in csTask object and populate task type in it. You can then map this field with SF "Task Type" field to populate the correct data.
Thanks,
Nitisha