Question

The CSMs want the CTA status to move to 'Work in Progress' when the first playbook task is completed.

  • 27 November 2018
  • 5 replies
  • 75 views

Userlevel 6
Badge +4
What's the best way to accomplish that? Is there an OOB functionality/setting they should be using?



5 replies

Userlevel 7
Badge +3
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.


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


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 .






Userlevel 6
Badge +4
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
Badge +3
This is most definitely not a solution. Just a workaround.


Reply