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andrew_cummins
Helper ⭐️
August 15, 2016
New Idea

Ability to create success plan objectives and tasks via rules engine

Related products:CS Success Plans & Customer Goals
  • August 15, 2016
  • 33 replies
  • 674 views
We currently track business objectives via a separate object with each business goal its own record on that object. It would be wonderful if I could take these business goals from our object and use the rules engine and filters to create success plan objectives and even tasks. I would love to be able to use TAGs in the name of the objective and comments. So the experience would be as follows > Sales adds in business goals into the SF object and Gainsight picks those up and throws them into a Success Plan for Services. I would then like to take any updates provided on the Success Plan and push them to the SF object update for everyone to be able to see. 

    33 replies

    revathimenon
    Gainsight Community Lead
    October 3, 2024

    On it @bradley 

    Where focus goes, energy flows.
    benwanless
    Contributor ⭐️⭐️⭐️⭐️
    October 7, 2025

    On it @bradley 

    @revathimenon is this still the best thread to follow for updates on this request?

    bradley
    Expert ⭐️
    October 7, 2025

    On it @bradley 

    @revathimenon is this still the best thread to follow for updates on this request?

    @benwanless FYI you can at least do it via API now: