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Many of the AE’s in my org use Salesforce To-do’s as reminders for actions on opportunities, accounts, contacts etc.  For example a rep may create a To-do as a reminder to checkin with a customer on a specific date. That checkin occurs by phone and is recorded by Gong. Gong then creates an activity in Salesforce representing the call. I now have duplicate activities for the same follow up. 

I thought to create a flow in Salesforce to delete the manually created To-do but I’m not sure how to associate the two activity records so the system can identify duplicates. 

Has anyone solved the issue or have recommendations? 

I appreciate any suggestions! :)  

Hi ​@Aimee Redlinger! This topic has come up a few times over the years — here are two posts you might want to check out: 

 

 

If neither of these posts are helpful, I recommend submitting a ticket to our Support team, which you can do here: https://contact.gong.io/hc/en-us/requests/new 

I hope this helps! 🙂

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