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Timeline syncs to sfdc

  • 21 June 2017
  • 3 replies
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Userlevel 4
  • Gainsight Employee: Veteran Rookie
  • 12 replies
Tasks created in Activity Timeline doesn't sync all its fields to SFDC.
User finds it very important to have External Attendees field to be synced to SFDC.
 User feels that the task in salesforce is just floating and not associated to the actual person it occurred with. Is there any intent to change this?



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Best answer by manu_mittal 21 June 2017, 09:05

Great call out, Tharun. I know the team is already working on syncing external attendees to SF. There is a field called "Name" that can house one Contact, but there is an option in SF to bump that up to 50. 

      



      

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Userlevel 7
Great call out, Tharun. I know the team is already working on syncing external attendees to SF. There is a field called "Name" that can house one Contact, but there is an option in SF to bump that up to 50. 

      



      

Userlevel 5

FYI, Bi-directional sync is available with v6.10 release. This feature is implemented in both SFDC & NXT version.

Happy to announce that your request has been considered and included as part of v6.10 release (Jan).  Gainsight now syncs Activities from the Event and Task Salesforce objects into Timeline. This means if a customer is switching systems, they can bring historic data into Timeline. And, if other cross-functional teams use Salesforce Activities to capture touchpoints, these can be displayed in Timeline to avoid users going back and forth between multiple systems.

You can find the relevant information in our v6.10 Release Notes.

Thanks for posting!  

Userlevel 4
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@rakesh_lingala could you please elaborate on the bi-directional SF Events → GS Timeline sync? 

We are using NXT. We are pushing timeline activities to SF and also using the new integration to bring over SF events in to the timeline. However what I’m wondering is if we can update the GS logged timeline entries with additional data that is added to the SF event once created in SFDC? 

We have some workflows and formulas running on the SF side that we cannot mimic on GS due to lacking functionality (e.g. a formula using CEILING). 

So the flow would be;

User logs timeline activity to GS. 
GS pushed activity to SF as event. 
SF runs some workflows and calculates additional formula fields. 
SF pushes updated information back to original GS timeline entry. 

Is that currently happening or possible in anyway?

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