Success Plans - sync to salesforce

  • 5
  • Idea
  • Updated 1 year ago
  • Planned
Is there an easy way to sync Success Plans from Gainsight to SFDC? 
CA Technologies would like CSMs  to use success plans but would like non-Gainsight users to have the option to look at them (without having to export through PowerPoint) 

Is there any way currently to do that or a planned enhancement? 
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Nadav Shem-Tov, Client Strategy Manager

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Posted 1 year ago

  • 5
Photo of Karl Rumelhart

Karl Rumelhart, Official Rep

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Full success plan capabilities are available in the Account widget. 
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Nitisha Rathi, Employee

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In fall release, we are coming up the capability of sharing success plans as an external link. This link can be shared with non-GS non-SFDC users.