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sierra_evans
sierra_evans
Contributor ⭐️⭐️⭐️⭐️⭐️
Aug 22, 2019 7:52 PM UTC
Solved

Report on Linked Objects

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!

john_apple
john_appleAnswer
Expert ⭐️
Aug 22, 2019 8:11 PM UTC
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.

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3 replies

john_apple
john_appleAnswer
Expert ⭐️
Aug 22, 2019 8:11 PM UTC
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.

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    sierra_evans
    sierra_evansAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Aug 23, 2019 1:08 PM UTC
    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?

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    john_apple
    john_apple
    Expert ⭐️
    Aug 23, 2019 3:10 PM UTC
    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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