Objective Type CTA - Allow Rules Engine Interaction

Related products: None

Success Plan objectives are CTAs. CTAs can be created, updated, closed via rules. But not Objective CTAs.

 

Please just add Objective to the CTA types you can interact with in the rules engine/JO or wherever rules are manipulated.

 

In addition to the numerous use cases you’d have for leveraging rules with CTAs, here’s one for objectives:

 

You have a process to handoff data from a sales team into Gainsight - based on that data you want to create a success plan, but the objectives of the success plan will vary slightly based on that data, as will the attached playbooks. Yes you can create multiple SP templates, but if you have more than one or two different combinations this will be obnoxious and not feasible to maintain.

@bradley We intentionally made this non-editable and this is not in our road-map for now. I will once again check with the Product team on this and get back to you.


@sai_ram Any possibility of sharing why? This is a pretty big feature gap IMO and seems unnecessarily gatekept. Seems not out of the realm of possibility that certain objectives can be created/updated based on data from another system - this just saves end users from having to make those changes/updates manually.


@bradley 

we are evaluating “update CTA actions” in rule engine for all CTA types including objectives. We will let you know once we have made progress 


We want to auto create some objectives on plans based on actions logged in SFDC - it would be best to be able to create these via Rules Engine and attach to a Success Plan.

 

We set up SFDC to mirror the plans in GS so we want to create a mirrored “objective” for a CSM to track some info to share back to SFDC so that a CSM does not need to leave GS


Hi @andreammelde ,

We are planning on allowing Objecting CTAs to be created from Rules in the next couple of quarters. I will keep you posted on the progress we make on this.

CC: @Anil Raj Pujari 

Thanks,

Monica!


Updated idea statusNo StatusUnder Consideration

Looking forward to an update as this is definitely an important requirement.

 

Also confusing as it seems like this was implemented awhile back (https://support.gainsight.com/SFDC_Edition/Release_Notes/2017/Release_Notes_Version_5.5_February_2017#Rules_Engine) but then rolled back


This would also be huge for us. We do annual success plans that at the beginning of the year get populated with a template. 

It’s not uncommon to have new objectives we need to be present in the yearly plan, almost has an add-on to the starting template. 


This is a massive win if it’s implemented. We desperately need this to help automate a digital onboarding process we are currently building out and want to be able to update CTAs within the success plan.
 

Is there any further update on when this will be available Monica @mpatra @Anil Raj Pujari?


Hi @pmccrudden ,

This part is currently in development and we are trying to ship it out as soon as possible. I will keep this thread updated with the release dates as we get near to it. 

 

Thanks,

Monica Patra


Under ConsiderationIN DEVELOPMENT

@mpatra is this still in development?