Admin - Success Plans - SFDC & NXT

Admin - Success Plans - SFDC & NXT

This course will prepare you to use Gainsight's Success Plans. This course covers the following topics: Overview of Success Plans, Use Case Examples, Anatomy Of A Success Plan, and Prep Work & Exercise

About this course

This course overviews Success Plans and some sample use cases followed by a detailed breakdown of all the components of Success Plans. We examine the manual creation process as well as the configuration steps needed to define a template.

Curriculum

  • Admin - Success Plans - SFDC & NXT
  • Admin Workbook

About this course

This course overviews Success Plans and some sample use cases followed by a detailed breakdown of all the components of Success Plans. We examine the manual creation process as well as the configuration steps needed to define a template.

Curriculum

  • Admin - Success Plans - SFDC & NXT
  • Admin Workbook