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parimala_agnihotri
Helper ⭐️
Jun 30, 2020 6:39 PM UTC
Solved

Link between success plan template and success plans/ctas

I am trying to find all accounts that have used a specific success plan template when creating Success Plans. I can’t seem to be able to find a link between the template and the success plan or CTA itself.

john_apple
john_appleAnswer
Expert ⭐️
Jul 3, 2020 4:08 AM UTC

Hi @aparimala on the Call to Action object there is a Lookup to the Success Plan which has a further lookup to Type. Type is the Success Template and you should be able to filter by name.

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2 replies

john_apple
john_appleAnswer
Expert ⭐️
Jul 3, 2020 4:08 AM UTC

Hi @aparimala on the Call to Action object there is a Lookup to the Success Plan which has a further lookup to Type. Type is the Success Template and you should be able to filter by name.

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    sai_ram
    sai_ram
    Expert ⭐️⭐️
    Jul 13, 2020 6:19 AM UTC

    @john_apple Thanks for the reply! 

    @aparimala did you get a chance to view the comments posted by @john_apple? Please let us know if you need any help.

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