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
  • 66 views

Userlevel 6
Badge +3
What's the best way to accomplish that? Is there an OOB functionality/setting they should be using?


5 replies

Userlevel 7
Badge +2
This is most definitely not a solution. Just a workaround.

Userlevel 6
Badge +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?

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 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

Userlevel 7
Badge +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.

Reply