Sync Tasks from Objective Level CTA to Salesforce

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  • Updated 2 months ago
Our team works in success plans every day, and we are surprised that we cannot link the tasks on objective level CTAs to Salesforce.  We are able to sync the tasks of other types of CTAs, just not the objectives.  Why?
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Marissa

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Posted 2 months ago

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Lila Meyer, Official Rep

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Hi Marissa,

Are you assigning Playbooks to the Success Plan objectives? Because Playbook tasks can be synced to Salesforce.