Associated Contact field in CTA

  • 8 October 2015
  • 4 replies

Userlevel 5

I am trying to understand how best to use the associated contacts field within a CTA? 

I cant bring it in any reporting or criterias to create rules so wondering what that field is there for? Maybe something im missing


4 replies

Userlevel 5
Thanks it works and I see it now!
Userlevel 6
One option is to create a formula field of type text with the following formula -
Userlevel 5
Hi Sidhu

Thanks for that. 

How am I able to bring in the Account Name associated with the associated contact field the CTA is created on?
Userlevel 6
Contacts that are associated with a CTA are stored in an object called AssociatedRecord. You can use this object in reporting but is not available for RulesEngine yet. This object will be available in rule engine eventually but there is no ETA now.