Success Plan Template: Dynamically assign Objective Owner
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I'm very happy to see that you can now create a Success Plan template! However, I'm finding a very important feature is missing - allowing an objective to dynamically be assigned based on a lookup value. Instead, it only allows me to assign an objective to a single User, and if the template gets assigned to any account the CSM will need to go in and reassign each objective.
It would be great if we could dynamically assign based on a lookup value -- like I do with CTA's for my CSMs, TAMs and Executives.
It would be great if we could dynamically assign based on a lookup value -- like I do with CTA's for my CSMs, TAMs and Executives.
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Very valid point about dynamically assigning owners based on a lookup value. This will be available soon. I will keep you updated about ETA.
Thanks,
Nitisha
Thanks for your post. We will definitely bring this capability soon.
Thanks,
Nitisha
We have created a few Success Plan Templates.
Dynamically assigning objective owner in success plan templates will be available in Jan release.
We are working on the capability of creating success plans via rules engine too. I will keep you updated about the ETA.
Thanks,
Nitisha
Capability to dynamically assign objective/task owner based on a lookup value is available now.
We are also working on creating success plans via rules engine. I will keep you updated about the status.
Thanks,
Nitisha
I'm building out templates for one of our groups now, and I'm still being forced to assign an owner. Basically, what I'd like is when the team assigns the Success Plan template, all the objectives get assigned to them. As it stands now, looks like I'll have to assign them all to me, and then, have them change when they add. That seems messy.
Thanks for the post. This is in our roadmap. ETA to be decided.
Thanks,
Nitisha
When you are in the Success Plan templates and creating objectives, it should be at the top of the objective box. When the search pops up, you can just search for the field you want to include as the assigned. In my case, it's Success Rep. Hope that helps.
Other way of having Objectives assigned to Success Plan Owner is by select 'SP Owner' place holder,
Regards,
Hitesh