Skip to main content
sierra_evans
sierra_evans
Contributor ⭐️⭐️⭐️⭐️⭐️
August 22, 2019
Solved

Report on Linked Objects

  • August 22, 2019
  • 3 replies
  • 148 views
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!

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.

3 replies

john_apple
john_appleAnswer
Expert ⭐️
August 22, 2019
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.

    sierra_evans
    sierra_evansAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    August 23, 2019
    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?

    john_apple
    john_apple
    Expert ⭐️
    August 23, 2019
    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.

      Terms & ConditionsAccessibility statement