Admin Guides
- Configure Associated Records to Timeline
- This article explains how to configure Associated Records in Timeline. After reading this article, you can configure Associated Records globally or for a Company or Relationship
- Configure Email to Timeline
- This article guides you in enabling the Email to Timeline feature for users.
- Configure Gong Integration Settings
- This article explains how admins can sync Gong meetings to Gainsight Timeline.
- Configure Timeline View for C360 and R360
- In the C360 Timeline view, users can log Activities, such as Updates, Calls, Meetings, and Emails, along with notes from their customer interactions. The C360 Timeline view is automatically visible to users, but Admins can customize the layout for each of the activity types.
- Integrate Salesforce Activities in Gainsight Timeline
- This article explains how Admins can sync Activities from the Event and Task Salesforce objects into Timeline.
- Migrate Activity Types and Activity Sync Configurations with X-Org
- This article explains how to migrate Activity types and Activity Sync configurations in Timeline, using the X-Org Migration tool.
- Sync SFDC Contacts to Gainsight for Timeline External Attendees
- Timeline External Attendees work with the Gainsight Standard Company Person Object. This article explains the configuration of syncing SFDC Contacts to Gainsight for Timeline External Attendees.