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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!



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.




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?




I 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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