Via the Salesforce Integration, you have the optional ability to push new Engagements from your ClientSuccess Engagements Module to your Salesforce Activity History.
Please bear in mind that this is a new tool with limited functionality. While we do plan on expanding the capabilities of this tool, please be patient with us as we work to improve it over time.
Where Do I Enable The Push?
If you have not gone through the full Salesforce integration process, then the Engagement push will not work. Please complete the other integration steps, reaching out to your CSM or email@example.com if you have questions on this process.
Enabling the Engagements push is as simple as navigating to your Global Settings > Integrations Page > And adjusting the Sync Direction to be "Push to Salesforce" for whichever Engagement Types you want to push:
*NOTE: The fields that are mapped in the "Field Mappings" of the Engagements are the required fields. They cannot be adjusted to any other fields right now as they default to the Activity History on the Account object.
How It Looks After Configured
ClientSuccess Engagements Module:
Salesforce Account Activity History:
Individual Activity Record:
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.