Hello! We've recently set up linked objects on CTAs and success plan objectives. How are others reporting on these? I don't see any fields in CTA or Success Plan report types to pull these in. Ideally, we would have the ability to report on these in Gainsight and Salesforce.
Thanks!
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Report on Linked Objects
Best answer by john_apple
On the Call to Action object, there are fields for Case Number and Opportunity/Opportunity Name that contain data about our linked objects should those CTAs have a linked Case or Opportunity.
+5On the Call to Action object, there are fields for Case Number and Opportunity/Opportunity Name that contain data about our linked objects should those CTAs have a linked Case or Opportunity.
Thank you, John. That works for Calls to Action, but I don't see our linked objects on the Success Plan data space. Would I have to customize a data space to include them?
+5I don't think there will be a Linked Object field for Success Plans. But the Objectives are a type of CTA, so those would have a LInked Object. If you wanted to have a Linked Object for the entire Success Plan, I think that would be a feature enhancement.
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