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Helper ⭐️
June 30, 2020
Solved

Link between success plan template and success plans/ctas

  • June 30, 2020
  • 2 replies
  • 210 views

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.

Best answer by john_apple

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.

2 replies

john_apple
Expert ⭐️
July 3, 2020

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.

sai_ram
Expert ⭐️⭐️
July 13, 2020

@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.