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kcsp
kcsp
September 24, 2019
Development

Ability to Move Success Plans

Related products:CS Success Plans & Customer Goals
  • September 24, 2019
  • 14 replies
  • 423 views
There are instances when several accounts are consolidated into one new account, or two accounts merge into one. Currently if a Success Plan is created and the account will merge with a new account, there's no way to move the success plan to the new account where the CSM will continue to manage the account and success plan. Users have to manually re-create the plan, which loses the Objective/Task created date data.

    14 replies

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    lquintero
    lquintero
    Contributor ⭐️⭐️
    August 1, 2023

    Any udpates on this?

    I have an use case where we did a company wide migration to a new salesforce instance and some account ids were mixed up. Need to transfer success plans to the new and correct account id. 

    Thanks

    john.cowles
    john.cowles
    Helper ⭐️
    September 5, 2023

    We just had this one come up where someone created a success plan at the wrong relationship.  We were looking to move it to another relationship type or to the account level.  Unfortunately, looks like they will have to close the one and re-create it again at the right place.  

    Wayne
    Expert ⭐️
    September 5, 2023

    We just had this one come up where someone created a success plan at the wrong relationship.  We were looking to move it to another relationship type or to the account level.  Unfortunately, looks like they will have to close the one and re-create it again at the right place.  

     

    Personally I created a few different APIs and rules where all you need to do it pop a file on an S3 bucket and then rune the rules which recreates the same success plan on the second relationship.

     

    Ideal? Probably not. But, it def saves work/time for our admin team and it is less likely to have something missed.

    pjstrifas
    Contributor ⭐️⭐️⭐️
    September 14, 2023

    What about using the Clone option for a Success Plan. It creates a copy where you can EDIT the Company/Relationship, Title/Name, Status, Owner and Due Date.
     

    Then you can choose to copy all or some of the following:

    • plan info
    • objectives
    • tasks

    I’ve used it in places where an SP was created on the wrong Relationship.

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