Updating existing tasks with a task type
If you set up your Gong activities to be exported with a customized task type, you may want existing tasks to be updated with the correct task type so that reports include all tasks. Tasks are assigned a task type as follows:
|
Activity |
Task type |
|---|---|
|
Conference call |
Meeting |
|
Dialer call |
Call |
|
|
Other |
|
LinkedIn message |
Other |
|
Meeting invite |
Meeting |
|
To-do |
Other |
We recommend setting up custom task types for emails, LinkedIn messages and to-dos so that you can differentiate between them when generating reports. For details, see Configuring the task type for an activity. Existing tasks are not updated with the new task type.
To update existing email tasks with the new task type:
-
In the ETL tool you use for Salesforce (for example, Data Loader, dataloader.io, workbench) run the following to retrieve a list of tasks generated for Gong emails:
SELECT Id, Type, TaskSubtype FROM Task WHERE Subject LIKE '[Gong%' AND CallObject != '' AND TaskSubtype = 'Email'
-
Download as a .csv file.
-
In the .csv file, change the value in the Type column to be the new task type you want email tasks to have.
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In your ETL tool, update your Salesforce tasks with the new value in the .csv file.