Success Plan auto-save

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It would be great if the note fields in a Success Plan could auto-save. I accidentally erase my work when activating plans without having taken the step to save first and it hurts so much every time!

sai_ram

Expert ⭐️⭐️

@Heather, Thanks for sharing this!

we will definitely consider your request based on More number of Me too's from other customers.

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scotty

Contributor ⭐️⭐️⭐️⭐️⭐️

I'm a part of the same customer, but my team complains about this constantly.

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brandy_guillory

Contributor ⭐️⭐️⭐️

I recently created a success plan and forgot to click "save" it refreshed the page somehow and i lost all what I entered, so i definitely would like an autosave.

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aditya_marla

Helper ⭐️⭐️⭐️

Hi,

Thanks for sharing this...it makes complete sense & can understand the frustration it causes to lose the data you just entered. Will think about either implementing auto-save or providing a warning when trying to navigate to a different place and there is some unsaved data

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liam_nicholls

Helper ⭐️

I've added my vote to this. Today a colleague and I were just commenting on how we had had trouble with accidentally losing data when navigating away from the success plan page.

We may not have not have noticed that this was an issue, but we have created so many in the last week or two and made a numerous mistakes. I'm glad to see this is already being discussed.

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christian_auner

Contributor ⭐️⭐️⭐️

Hi,

the auto-save function is also highly requested from our csm's. A success plan is normally not done in a few minutes and our csm's having often calls or critical tasks in between and sometimes the session to Salesforce is lost or they can not save the Success plan due to other issues.

Is there an update on this?

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anthonysabato

Helper ⭐️

I’ve had a number of users complain about the same issue with loses of data in Success Plans after say updating the due date. Not good functionality. Is there an update on this item?

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