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CS CSD Growth Strategy Insights Idea Form
Status Complete/Executed in product
Created by Guest
Created on Apr 29, 2024

Being able to track Tasks inside the Value Practice Team Impact Dashboard

Thanks to Mohammad Adriani who developed the first version of the Value Practice Team Impact Dashboard - https://app.powerbi.com/groups/me/reports/29dd8145-2ff8-48dd-baa1-ed3463070957/ReportSectiona60f539972a11301d386?ctid=67bff79e-7f91-4433-a8e5-c9252d2ddc1d&experience=power-bi


This request is for the dashboard to also display various 'Tasks' that Value Consultants are creating in the Customer Planning Portal (Salesforce) and their impact on various other records such as Accounts, Actions, and Opportunities.


It seems that a 'Task' record can be created against an Account, an Opportunity, an Action, and various other records in Salesforce."

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