Hi everyone, we are trying to utilize success snapshots and have some concerns about the limitations.
- Is it possible to export a single success snapshot that would aggregate the data for the entire account hierarchy somehow? E.g. revenue, NPS score - similarly how there are rollups in the hierarchy tab in the C360. (Our only assumption was that the only way to do it is by creating custom fields on Company object and populating them via rule. But maybe there is an easier way?)
- Is it possible to include multiple Success Plans in one Success Snapshot?
- Is it possible to include Goals in the Success Snapshot?