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?
+5Hi Marissa,
Are you assigning Playbooks to the Success Plan objectives? Because Playbook tasks can be synced to Salesforce.
Are you assigning Playbooks to the Success Plan objectives? Because Playbook tasks can be synced to Salesforce.
+1Hi 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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