With the upcoming release of notes, we are excited to begin leveraging them with our team. It would be great to be able to port over notes from another internal system to have a history of the customer in the C360.
It would also be helpful as our CSM team begins to move more into Gainsight. This would allow the CSM to work in one place instead of multiple.
*Note - The notes from another system are not in SFDC.
Import Notes From the Past (and Future from another System)
None
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Is this more like a one-time/ad-hoc export and import situation, or more ongoing connectivity with your internal system(s)? Also, do you happen to know what format these notes would be in (csv, text files, etc.)?