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 firstname.lastname@example.org 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:
How It Looks After Configured
ClientSuccess Engagements Module:
Salesforce Account Activity History:
Individual Activity Record:
Q. I just setup the Engagement push, and it's pushing new Engagements I create, but how do I push my older Engagements to Salesforce?
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.
Q. How do I change the name of the creator of the engagement?
A. When pushing an Engagement, we default to show the name of the User who authenticated their Salesforce instance to ClientSuccess as the creator of the Engagement. To change this to the actual creator of the Engagement, map the ClientSuccess field "Created by Employee - CRM ID" to either "CreatedById" (on the Salesforce Events Object) or the "Assigned To" field.