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nadav_shemtov
nadav_shemtov
Contributor ⭐️⭐️⭐️⭐️⭐️
June 1, 2017

Success Plans - sync to salesforce

  • June 1, 2017
  • 2 replies
  • 76 views
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? 

      2 replies

      karl_rumelhart
      karl_rumelhart
      Expert ⭐️
      June 1, 2017
      Full success plan capabilities are available in the Account widget. 
        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        June 5, 2017
        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
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