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Automatically assigning SuccessCycle to clients imported from Salesforce

A fix for assigning default SuccessCycles when importing clients from Salesforce:

  • When importing a client from Salesforce without a segment set, the global default SuccessCycle will be assigned.
  • When importing a client from Salesforce with a segment set that does not have a default SuccessCycle defined, the global default SuccessCycle will be assigned.
  • When importing a client from Salesforce with a segment set that does have a default SuccessCycle defined, the segment’s default SuccessCycle will be assigned.

NOTE: While not visibly identified in the solution, the global default SuccessCycle is the example cycle that came with your instance and can be customized on the SuccessCycles settings screen.

TIP: You can assign SuccessCycles to certain segments and define a default on the Segment settings screen. This is helpful to ensure that your team is using the right cycles for the right clients.

Announcing ClientSuccess Goals: Deliver Measurable Results for Your Customers

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