We have been receiveing requests on the inclusion of Success plans and C360 in Success Snapshot 2.0. Is there a timeline on these capabilties to be included in the product?
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We have a plan to include Success Plan in Success Snapshot in our short term roadmap. We are currently working to support the same.
For C360, what exactly is the ask? If it is summary section, we can add most of the attributes needed by using tokens in success snapshot.
For C360, what exactly is the ask? If it is summary section, we can add most of the attributes needed by using tokens in success snapshot.
Hi Ankur, this enhancement has been partially implemented in 6.4 release. Ability to add success plans to Success Snapshot is implemented only in SFDC and ablility to add mulitple is Success palns is available now. Please refer this article for more information.
Thanks for bringing this up, happy posting!
Thanks for bringing this up, happy posting!
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