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tyler_leeds
tyler_leeds
Contributor ⭐️⭐️
March 23, 2016
Question

When creating a success snapshot, I am only to pull tokens from the account object; is there a way to pull from a custom object?

  • March 23, 2016
  • 3 replies
  • 97 views
When creating a success snapshot, I am only to pull tokens from the account object; is there a way to pull from other objects like a custom object?

    3 replies

    sumesh
    sumesh
    Helper ⭐️⭐️
    March 24, 2016
    Hi Tyler,

    Right now we can pull token values only from account and customer info object. Are there any specific object's that you're looking to add tokens from?

    Thanks!
      tyler_leeds
      tyler_leedsAuthor
      Contributor ⭐️⭐️
      March 24, 2016
      Thanks for the quick response, Sumesh. Ideally, we'd be able to pull from any object. In this case, the data I'd be adding is from a custom object. Thanks for the feedback; we'll continue investigating alternative solutions.
      amy_956107
      amy_956107
      Contributor ⭐️⭐️
      August 22, 2016
      Is it possible to pull either the Success Plan creation date or the Export date in as a token?

      (I noticed an example slide in the Success Snapshot documentation had a presentation date listed in the template. But that wouldn't make sense in a template unless it was token-able.)
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