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marissa
marissa
Contributor ⭐️⭐️
Aug 30, 2018 2:10 PM UTC

Sync Tasks from Objective Level CTA to Salesforce

Our team works in success plans every day, and we are surprised that we cannot link the tasks on objective level CTAs to Salesforce.  We are able to sync the tasks of other types of CTAs, just not the objectives.  Why?

      2 replies

      lila_meyer
      lila_meyer
      Gainsight Employee ⭐️⭐️⭐️
      Aug 31, 2018 10:13 PM UTC
      Hi Marissa,

      Are you assigning Playbooks to the Success Plan objectives? Because Playbook tasks can be synced to Salesforce. 
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      Lila Krutel, Dir. Global Education Services
      sai_kumar
      sai_kumar
      Helper ⭐️⭐️
      Mar 1, 2020 6:28 AM UTC

      Hi Marissa,

      I recently started going through all of the unanswered or unresolved problems and questions here. Was checking to see if this has been resolved or if it is an ongoing issue ?

      Thanks!

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