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When sharing success plans with contacts, should a Relationship success plan pull all Account level contacts or do they need to also be tied to that specific relationship.

This is because the customer do not want to have any contacts in Relationship person object as it would cause issue with BCC to Timeline.

@Srikanth My understanding is Relationship level wouldn’t pull the Account level contacts. This is should be an enhancement request, changing this to Idea and redirecting to our product team. 

@Srikanth you can tag the user as well here.


@Srikanth This is currently not aligned with the current road-map. I will update you here once we add it to the road-map. 

To add this to the road-map we need more up-votes. @All, please up-vote here to show your interest on this request.