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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.

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.


@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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