Is there an easy way to sync Success Plans from Gainsight to SFDC?
CA Technologies would like CSMs to use success plans but would like non-Gainsight users to have the option to look at them (without having to export through PowerPoint)
Is there any way currently to do that or a planned enhancement?
Success Plans - sync to salesforce
+4Full success plan capabilities are available in the Account widget.
In fall release, we are coming up the capability of sharing success plans as an external link. This link can be shared with non-GS non-SFDC users.
Thanks,
Nitisha
Thanks,
Nitisha
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