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New Release: Saleforce Syncing

  • 7 February 2020
  • 5 replies
  • 39 views
heather_hansen
Rank
Userlevel 7

Wondering if anyone has turned on the syncing of Salesforce Events/Tasks to Timeline yet.  My teams are extremely interested, so wanted to get perspective from someone who has done it before turning it on.

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Best answer by nitisha_rathi 3 March 2020, 11:44

@sai_ram  Was wondering if they found it helpful or it just created a bunch of noise.  

Hi Heather,

 

If you add the right filters to get only important tasks/ events then it should not create noise. Maybe start with getting only the customer meetings held by cross-functional teams (if this use-case is applicable for you)

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5 replies

sai_ram
Userlevel 7

Bumping this to the top for more visibility! 

sai_ram
Userlevel 7

@heather_hansen What is that you are exactly looking for? 

faust_belarmino
Rank
Userlevel 6

@heather_hansen We’re wanting to turn it on! But we’re probably a month or two out before we do

 

heather_hansen
Rank
Userlevel 7

@sai_ram  Was wondering if they found it helpful or it just created a bunch of noise.  

nitisha_rathi
Rank
Userlevel 7

@sai_ram  Was wondering if they found it helpful or it just created a bunch of noise.  

Hi Heather,

 

If you add the right filters to get only important tasks/ events then it should not create noise. Maybe start with getting only the customer meetings held by cross-functional teams (if this use-case is applicable for you)

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