Timeline in success plans

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  • Idea
  • Updated 11 months ago
  • Under Consideration
I love the new Timeline integration into CTAs. 

I think it would be super useful to have a similar things on success plans - specifically, the ability to post updates to a "success plan" Timeline (maybe replacing / adding to the current "collaboration" tab, so CSMs can post updates on an overall success plans and not just on specific objectives as part of a success plan!
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Nadav Shem-Tov, Client Strategy Manager

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Posted 1 year ago

  • 12
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Nitisha Rathi, Employee

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Hi Nadav,

Adding timeline to success plans, scorecard etc. is in our short term roadmap. 

Thanks,
Nitisha
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Ruben Rabago, Employee

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@Nitisha - is there a way to have Success Plan Objective Tasks automatically log to Timeline? 
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Nadav Shem-Tov, Client Strategy Manager

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Today CA has asked for these two enhancements: 

1) Ability to post to Timeline directly from a success plan (maybe replace collaboration tab) 
2) Ability to have Success plan objectives, as well as CTAs, etc. sync to Timeline. 
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Ruben Rabago, Employee

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+1  Today, Ping Identity asked for the same exact thing as described by @Nadav.  
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Manmeet Dosanjh, Champion

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+1 on both enhancement requests. I was going to post this exact request until I saw this thread. 
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Mary Taylor

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We need this capability too!  We need to be able to post to the timeline from the Success Plan (could replace the collaboration tab), and then only have that success plan's timeline entries show in that tab (vs all timeline entries for the relationship). And I'm specifically referring to success plans related to the R360, not the C360.
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Nadav Shem-Tov, Client Strategy Manager

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@nitisha - any update on these specific suggestions? 
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Nitisha Rathi, Employee

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Hi Nadav,

This is in short term roadmap, I can confirm in few weeks if this will be a part of winter release.

Thanks,
Nitisha
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Nitisha Rathi, Employee

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Hi,

We are planning to enable importing external notes in timeline via rules engine. In rules engine, customer can filter the records which they want to sync to Gainsight and control unnecessary noise.

We want to support following sources -
1. Salesforce Objects like activities/ task, CTA, etc.
2. MDA Objects
3. Salesforce Chatter
4. Other external sources like evernote, onenote, etc.


We are tentatively targeting (1) for the fall release. Using this CTAs can be synced to timeline.

For the rest, ETA to be decided.

Thanks,
Nitisha