I’m looking to build a report on Success Plans that includes the Objective Type (CTA Type) name. What field will allow me to pull this data in?
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If that’s the case, then you should begin not with the Success Plan object, but with the Call to Action object. This is because a single Success Plan typically has many CTAs (1:many), and therefore the out-of-the-box Lookups will not let you traverse from Success Plan to CTAs (1-->many), but will let you traverse from CTAs to Success Plan (many-->1). Set a filter on your CTAs that the related Success Plan field is not null.
Bear in mind your output will include 1 row per CTA, and therefore each Success Plan may be represented by several rows.
Thank you!
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