Right now, you cannot edit a Success Plan after it is created. I am trying to do a workaround where I have:
- Custom Field on the Success Plan that is an ID
- Custom Field is a Lookup to a Custom Object via ID
- The custom object actually holds the content that is going to be continuously updated from SFDC
Unfortunately, you cannot map/ populate a field using a value from a query (like you can with mapping to literally anything else in GS rules engine). Instead, it only allows you to input a custom static value, which will not allow this workaround to work. Regardless of lookup, I should be able to populate a value on a Success Plan with a pre-set value from a query
