Hello! We've recently set up linked objects on CTAs and success plan objectives. How are others reporting on these? I don't see any fields in CTA or Success Plan report types to pull these in. Ideally, we would have the ability to report on these in Gainsight and Salesforce.
Thanks!
Solved
Report on Linked Objects
Best answer by john_apple
On the Call to Action object, there are fields for Case Number and Opportunity/Opportunity Name that contain data about our linked objects should those CTAs have a linked Case or Opportunity.
View original
+5On the Call to Action object, there are fields for Case Number and Opportunity/Opportunity Name that contain data about our linked objects should those CTAs have a linked Case or Opportunity.
Thank you, John. That works for Calls to Action, but I don't see our linked objects on the Success Plan data space. Would I have to customize a data space to include them?
+5I don't think there will be a Linked Object field for Success Plans. But the Objectives are a type of CTA, so those would have a LInked Object. If you wanted to have a Linked Object for the entire Success Plan, I think that would be a feature enhancement.
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.