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Gainsight Inc.

Catch-up on Timeline Enhancements

March 2020: 6.12 Release

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February 2020: 6.11 Release

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January 2020: 6.10 Release

Timeline is the official record of your customers. It allows you to log information regarding customer interactions in a way that enables you to quickly gather insights and drive action. The Timeline View in the Customer or Relationship 360 allows you to log and view activities that help you track customer interactions over the course of a customer’s life-cycle. The Timeline View in the Customer or Relationship 360 allows you to log and view activities that help you track customer interactions over the course of a customer’s life-cycle. The Timeline tab in the CTA Detail View allows you to log activities for a specific CTA. These activities will also appear in the Timeline View in the Customer 360.

1. Community logo.png Salesforce Activities Integration with Timeline

Admins can now sync 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. The Timeline UI is more consumable and intuitive for users to view the complete activity history.

Prerequisites

  • You must set the Type field for Salesforce Events and Tasks to be visible for your profile. 

  • The Description field is mandatory to sync Task and Event objects. 

Integrate Salesforce Activities to Timeline

To begin integrating Salesforce activities to timeline, navigate to Administration > Activities and Timeline > Integration.

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For a detailed step by step description of how to configure the Integration, refer to the Integrate Salesforce Activities in Gainsight Timeline article. 

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December 2019 : 6.9 Release

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