We are trying to move towards using success plans rather than multiple separate CTAs for one project. This way we can track progress in one place that is easy to see and then compare usage data
We want to be able to choose a linked object during rule action set up for success plans that would drop down into the objectives from the template chosen in the rule.
Use Case:
I have an implementation success plan template set up that I want to use in a rule that creates success plans once a new sale opportunity closes. I want to add the opportunity as a linked object in the Rule's Action Setup so that it populates in each of the objectives I have set up in the template. This way when an implementation consultant goes into the success plan, they can click objectives, select their first objective, and look at the sales hand-off notes from the related opportunity. This way they dont have to search for their assigned opportunity, search by the name, and add it manually.
Linked Objects in Success Plan Objectives via Rules Engine
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Thanks for sharing this. Do you want the same opportunity to be linked to all the objectives in the success plans? Or do you want these details to be present on the Success Plan itself (the plan info section?)
Regards
I have a similar use case. We are loading historical data to a custom object. This data is now being captured in the Success Plan via a linked object on the objective. I’m loading the historical data to the linked object but want to automatically create the linkage to the success plan as well. In this case we have a specific objective where we want to add the linked object information so in the rule I would want to specify the success plan (already created), add the objective (may or may not be already created) and populate the linked object data (not created).