CSC: Is It Possible to Remove the “Create New Playbook, Objective, Success Plan” Options in Success Tracker?Jul 30, 2025Knowledge
Content Standard GuideTitleCSC: Is It Possible to Remove the “Create New Playbook, Objective, Success Plan” Options in Success Tracker?URL NameCSC-Is-It-Possible-to-Remove-the-Create-New-Playbook-Objective-Success-Plan-Options-in-Success-TrackerInformationQuestionHelp QuestionIs it possible to remove the “Create New Playbook, Objective, Success Plan” options in Success Tracker?Product AreaHelp Product AreaSuccess TrackerEnvironmentHelp EnvironmentCS CloudSpring 2025 and lowerAnswerHelp AnswerAs of the Spring 25 release and earlier, it is not possible to remove the “Create New Playbook,” “Objective,” or “Success Plan” options from the Success Tracker interface. This functionality is not currently configurable.Additional NotesHelp Additional NotesThere is no workaround at this time to remove or hide these options manually.An Idea has been submitted to the Certinia Product Team to address this issue:https://certinia.my.site.com/community/s/idea/087Ht000000c6iAIAQ/detailThe Product team has reviewed the request and confirmed the enhancement is planned for the Winter 26 release.Release VersionHelp Release VersionSpring 2025
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