Ability to merge success plans

Hi Tom,

This is not planned, as of now. Is this a one time change or the customer would like to do it periodically?

Thanks,
Nitisha

This is a one time change.  Is it possible to perform in the back end somehow?

Hi Mike,

I am checking this with the engineering team, will get back to you with the update.

Thanks,
Nitisha

Hi Mike,

This can be done with salesforce data loader. CTA Group Id needs to be upserted in CallToAction object for all objectives CTAs which have to be moved from one success plans to another. Please note that it is important to upsert the correct CTA Group Id in correct fields, otherwise, this may lead to corruption of data. Please raise a support ticket if you need more information.

Thanks,
Nitisha

Is there any chance this could be released to allow a success plan to be emerged/updated via the rules engine with another success plan. 
i.e; There is an on-boarding success plan in place, then run a rule to add a 'change in manager' success plan template on top of the existing plan?

Hi Kyle,

If i Understand it correctly, the ask is to be able to Apply an Template to Existing Success Plan via Rules?

As of now Rule will update template only when Existing SP doesn't have any template appplied, but Re-applying template is not available. Though manually its possible.

How frequently will there be scenario's to re-apply template to existing SP?

Regards,
Hitesh

You are correct. I'm imagining having an existing plan, that is shared with a customer then have a rule automatically apply additional steps to that plan.
Our use case might be something like; a first - year plan, and then automate a CSM transition plan, or contact change plan on top of that existing plan

I would also like to see the ability to merge success plans. For example, a 2019 plan is created and has outstanding objectives and tasks that the client wishes to port over to a 2020 plan. There's an efficiency gain for the CSM if they do not have to re-key the objectives and tasks into the new plan.

@lauren_kennedy just FYI

Hi @sierra_evans - curious to get your thoughts on existing functionality.

Right now if you have an ROI sucess plan type on the account for 2019, and then add a new (same type) ROI success plan for 2020 the information on the details page will automatically fill in on the 2020 record.

If you make changes on the 2020 it will reflect on the 2019, however we could do some testing on if you close or delete the 2019 plan what happens.

Are there specifics of that functionality that you like? Think doesn't work? etc. Would love to hear!

Hey @lauren_kennedy! Thanks for the reply! This is actually more around the objectives and tasks associated than the plan info/details. We have some team members gearing up to add a large number of objectives and tasks into a success plan, and the use case was raised around whether we could automate porting them over into a new plan if that situation arose. Thanks, as always for your help!