Not sure if im missing something, but could use some help. Here is the scenario:
- As a user, I open a CTA and link it to an opportunity (shown below)
- Through the CTA, I then log my timeline activity to report progress on the Opportunity through the Timeline within the CTA.
Since I linked the CTA to an Opportunity in SFDC, the expected behavior (i believe) is that when I went into Salesforce, it would show my timeline activities as “tasks” on the opportunity.
On the contrary- the result is that all tasks, regardless of linking to an Opportunity all synch to the account page.
Does anyone know if there is an automated way of doing this? I don’t see any “linked to” on the Timeline Activity object- otherwise I would set a rule to push that to Salesforce. I’ve heard of other workarounds where CSM can enter Opp ID, but that’s quite a manual process that will deter from my goal of making Gainsight “easy” for you as a CSM.
Is there a more turnkey solution on the roadmap and/or if there is an ideas I can vote on? I feel most would agree that if I want to link a CTA to an Opportunity, one would also want the ability to choose to synch the Timeline entries to that Opportunity’s tasks.