Ability to create success plan objectives and tasks via rules engine

Resurrecting this thread as we came across this requirement today. Any plans to have this functionality in place? What we are looking for is for a way in which we can add objectives (from templates or even simply by adding playbooks) to an existing Success Plan. Thanks!

Also resurrecting -- Our success plans are rather long term and there may be changes in the account that we will want to add a template or single CTA/Playbook through the rules engine to the plan instead of having to have the CSM do it manually.

Hi Jennifer, I'm interested in understanding your use case a little bit more. You mentioned that changes in the account might necessitate adding a CTA/Playbook to the plan. 

Would these changes be driven by data sufficiently reliable enough to turn things over to a fully automated rule or would human assessment or approval be needed for the change to the account?

What are some examples of a change in the account? And if it's a single CTA/Playbook, would it make sense to trigger a CTA separately (vs. adding an objective to the Success Plan)?

I came across this Idea as we've been struggling to use Success Plans due to the level of manual effort required to create the various objectives for capturing and measuring a customers business drivers & measures of success.  Consider the following use case:
1. In SFDC we have a multi-select field that allows the Sales / PS team to quickly capture the customer business drivers based on a pre-defined list.  They may only select 1 or 2 drivers or many (say 10).
2. What I'd like to do is when the Success Plan is created have the rules engine parse the multi-select field and create an objective for each one.
3. The measure of success would still need to be manually added per objective but the heavy lifting of auto-creating the objectives would still be done as well as any associated tasks (e.g. baseline the measure)

I doubt we'll be able to use Success Plans without this - perhaps for now can automate in a somewhat similar fashion via an MDA table but Success Plans seem like a much better fit.

Yeah no easy way of doing this but if you go about it the opposite way it could reduce time/effort. You can auto create a success plan and associate a playbook that would have all 10 objectives and then the CSM would just go in and delete the ones they do not want which is a little easier than creating them? Maybe?

I guess that could work but seems like a bit of a hack .. :|

@tim I have exactly the same use case. We have a survey going out that captures the main desired outcomes over the first 30 days. Did you find a way of doing this visa Success Plans in the end?

I was speaking with a customer on this topic today as well.

One of the hidden benefits they have found with Objective CTAs inside the Success Plan is the ability to create timeline activities w/ attachments, notes, etc. specifically related to those objectives. This allows the team to easily go back and look at historical notes related to one big topic. They can create these objectives to schedule & execute the review and store its necessary documents within that timeline record. THEN create a recurring objective for 6 months out once they identify a completed timeline record with that review box checked off.

long story short, this would allows them to automatically keep that success plan moving forward with a new objective, once criteria is met

Would love to see an update on this. We track risk for onboarding projects inside the success plans that are run by onboarding engineers, as a risk objective. If I could automatically create those for the team, it would allow for greater accuracy and less manual work.