🚀 Big News: ClientSuccess Acquires Product Signals to Transform Product Feedback into Actionable Insights
Learn More
ClientSuccess
Product Update

Update to how Engagement interactions are pushed into Salesforce

A ClientSuccess product update: Engagement emails, calls, and meetings now sync to the Salesforce Activity object and notes to the Notes object by type.

Update to how Engagement interactions are pushed into Salesforce

Instead of sending all Engagement interactions into the same object in Salesforce, email, calls, and meetings now go to the Activity object and Notes go to the Notes object. The Type field for Activities will also be set to match to the interaction type.

Written by

ClientSuccess

Last updated

Get more like this

Customer success insights, delivered to your inbox.

Want to see how it works?
Request your ClientSuccess demo