How long is the feature going to remain in Beta?
The feature will probably remain in Beta for several months. However, any activities that users create will be stored in the MDA; and once reporting is available for activities, you will be able to report on any past activity data. Users should feel free to use the feature immediately.
Can I add custom activity types?
Can I configure a rule to trigger CTAs based off of Activities?
No. Activities are not integrated with the rules engine today.
Can Activities be linked to CTAs?
Not at this time.
Can I remove fields, like Duration, from the Activity layout?
No. You can add fields to Activity layouts under the Administration tab > Activities, but you can't remove the standard fields.
Can you drop a Milestone in connection to an Activity?
No, milestones are not integrated with Activities or the TImeline view today.
Do Timeline Activities auto-sync to SFDC Activities?
This is an option that the Admin must enable for each Activity type under Administration > Activities.
How often do Activities get synced to SFDC?
Activities are synced to SFDC in batches every 5 hours. If there are fewer than 50 activities created across your org, then they will sync at least once every 30 hours.
Will the Activity sync to SFDC become real time in the future?
We don't have near term plans to make the sync real-time, as that impacts SFDC API consumption.
Is it possible to load SFDC Activity history to the Timeline view?
No. The sync to SFDC Activities is one-directional; it syncs Gainsight Activities to SFDC Activities.
Can I email an Activity?
No. Activities are not integrated with our Email Assist or CoPilot features at this time.
Is the Timeline view available on the Relationship360?
Can I build reports on Timeline Activities?
Not at this time. The only way to view or consume activities today is via the C360 TImeline page.
Is the Timeline view visible in Gainsight Account or Opportunity widgets?
Not at this time.
Can users add links or attachments to Activity notes?
Users can include links in their activity notes, but not attachments.
What is the character limit on the Notes field?
32,000 characters, excluding HTML tags
What type of text formatting can I use to format my Notes?
Rich text formatting functions are supported in Notes, including indentation, bullets, text formatting.
Will my draft be saved if I am entering notes and navigate away from the page?
Yes, an incomplete activity is saved as a draft, private to the user, and is auto-saved every 15 seconds.
Where are the internal and external contact names coming from in the activities?
The contacts must exist as Users or Contact records in SFDC in order for the CSM to associate them with an activity.
Can Activities be loaded into the Timeline with DataLoader?
Not at this time. Also, all Timeline data lives in MDA, not SFDC.