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heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
March 23, 2023
New Idea

Customer Goals Look Up in Success Plan Object

Related products:CS Reports
  • March 23, 2023
  • 11 replies
  • 258 views

We recently rolled out Customer Goals and in looking to add the details of associated Customer Goals to our Success Plan reporting, we discovered that the Customer Goals look up in the Success Plan object does not work.  Two workarounds provided by Support:

  1. Build Reporting on the Customer Goals Association object - this works, but isn’t a great workaround if you want to add Customer Goals to existing Success Plan reporting.
  2. Use Rules Engine to load the Customer Goals Association GSID to the Success Plan object. - this should also work, but I don’t believe you should need to do this.  The look up should work if it’s there.

This seems like a miss, and needs to be addressed ASAP for customers to feel confident in implementing Customer Goals.

11 replies

heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
May 16, 2023

@Bhawya That works fine for any new reporting.  My concern centers around the fact that we have existing Success Plan reporting that will need to be entirely rebuilt to add in any Goal details.  It’s a large lift in our case as we are long time users of Success Plans.