Skip to main content
ellenoangieslistcom
ellenoangieslistcom
Contributor ⭐️⭐️⭐️⭐️⭐️
May 2, 2016
New Idea

Reassign Success Plan Owner

  • May 2, 2016
  • 14 replies
  • 186 views
I am able to reassign CTAs and Tasks via the Mass Edit function in Cockpit configuration, but am I able to reassign Success Plans?  For now, I will do so via the dataloader, but was wondering if there was a way to reassign via Mass Edit. 

      14 replies

      Show previous replies
      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      December 11, 2020

      Hi @psutela 

      As of today we don't have plans to implement this capability in the SFDC edition

        andreammelde
        andreammelde
        Helper ⭐️⭐️
        August 18, 2022

        Is this only via a Mass Edit? This would be so much better if I could use the rules engine to update automatically/ dynamically...

        Andrea Carroll
        anthonysabato
        anthonysabato
        Helper ⭐️
        August 18, 2022

        Is this only via a Mass Edit? This would be so much better if I could use the rules engine to update automatically/ dynamically...

        I agree. This is the functionality we’ve really been wanting vs Mass Edit which is nice from a clean up perspective but not scalable and practical.

        andreammelde
        andreammelde
        Helper ⭐️⭐️
        August 18, 2022

        @anthonysabato This post expands to specifically ask for rules

         

         

        Andrea Carroll
          Terms & ConditionsAccessibility statement