Who can use this feature?
- All roles with access level "high"
- Available on all plans
The note and tasks objects are native to the Catalyst platform. You cannot set up a bi-direction sync for these objects between the Catalyst and Salesforce, but you can push notes and tasks records from Catalyst to Salesforce.
These records will appear in Salesforce as tasks in the activity feed with “Catalyst Note -” or “Catalyst Task -" prepended to the title.
Additional Salesforce data points like "Task Type" cannot be manipulated when these items are pushed to Salesforce.
How notes and tasks sync works
If you have a connection configured between Catalyst and Salesforce instances:
- Tasks: All tasks in Catalysts will automatically sync to Salesforce each time it is marked as completed in Catalyst; no additional settings are needed.
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Notes: Each time a note is published in Catalyst, it will sync to Salesforce if the Sync to Salesforce option is is selected.
The Sync to Salesforce selection is stored as a browser preference. Clearing your cache or using a new browser, incognito window, or new device can clear this setting. Be sure to check that this is selected when creating new notes.