Via the Salesforce Integration, you have the optional ability to push new Engagements from your ClientSuccess Engagements Module to your Salesforce Activity History.
How Do I Enable The Push?
If you have not gone through the Authentication and Account Integration process, then the Engagement push will not work. Please complete the other integration steps first.
Please reach out to your CSM or support@clientsuccess.com to enable the Engagements push.
How It Looks After Configured
ClientSuccess Engagements Module:
Salesforce Account Activity History:
Individual Activity Record:
FAQ
Q. I just setup the Engagement "push to Salesforce", and it's pushing new Engagements I create! Yes! Now I want to push my older Engagements in CS to Salesforce. How do I do that?
A. At this time, there is no way to push historical Engagements. The push is only able to handle Engagements created after the tool is enabled. We do hope to provide the option to push historical Engagements in the future at some point.
Q. Can I sync Engagements both directions? Or just ClientSuccess to Salesforce?
A. The Engagement sync is currently "push" only. Similarly to the historical sync, we hope to provide a two way sync at some point in the future.