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gunjanm
gunjanm
Expert ⭐️
November 9, 2021
New Idea

Dynamic Success Plan Layout Sections

  • November 9, 2021
  • 4 replies
  • 82 views

Instead of requiring an entirely different Success Plan Layout for sub-types of Success Plans, it would be amazing if we could have dynamic sections of the SP. 

For example: Onboarding Success Plan with all universal sections at the top. Then, based on a controlling picklist field such as Onboarding Type, additional sections appear. 

Current state is that we either need to create a different SP layout for each subtype (which is made even more difficult by the fact that we cannot clone SP layouts) or we need to make those additional sections and just tell users to ignore it. Can work for some use cases, but not when we are also sharing those SPs out to customers. 

    4 replies

    bradley
    bradley
    Expert ⭐️
    November 9, 2021

    This would be great. It would be super great if you could say, map a picklist field from Salesforce to your controlling picklist on the Success Plan so you could have dynamic creation of Success Plans and their variations.

      heather_hansen
      heather_hansen
      VIP ⭐️⭐️⭐️⭐️⭐️
      November 9, 2021

      +1  This would definitely give a lot more flexibility in creating and maintaining.

        anirbandutta
        anirbandutta
        Expert ⭐️
        November 29, 2021

        @Sneha Naranje , are we able to share something?

        It's an opportunity for engagement
        jkolle
        Helper ⭐️
        December 13, 2022

        I have a similar use case but at the field level. We capture KPIs, Pain Points and challenges on the success plan currently in rich text fields but we want to be able to report out on these so would prefer a string or picklist but each customer may have a different amount of KPIs so would like to have a + button where an additional string field box could be added by the CSM if they have 4 KPIs to include instead of the 3 we have in the actual template.

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