What's the best way to accomplish that? Is there an OOB functionality/setting they should be using?
The CSMs want the CTA status to move to 'Work in Progress' when the first playbook task is completed.
Userlevel 6
+3
Userlevel 7
+2
Unfortunately I don't believe there is a way to do what you're asking. They would have to manually change the CTA status to Work in Progress. This would be an enhancement request.
Userlevel 3
This is something I have been asking for without much success.
https://community.gainsight.com/conversations/syncing-cta-status-in-progress-with-task-status-5bc73e16e4b04588aaf86895
https://community.gainsight.com/conversations/syncing-cta-status-in-progress-with-task-status-5bc73e16e4b04588aaf86895
Hi,
We don't have any built in functionality to do this currently. But, if you want to achieve this using Salesforce process builder, I have attached a video on how to do this .
We don't have any built in functionality to do this currently. But, if you want to achieve this using Salesforce process builder, I have attached a video on how to do this .
Userlevel 6
+3
Awesome Srinivasa! Lila Meyer and the docs team, can we have a support article to do this currently with the process builder with the video that Srinivasa added?
Userlevel 7
+2
This is most definitely not a solution. Just a workaround.
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