Question

Associated Contact field in CTA

  • 8 October 2015
  • 4 replies
  • 42 views
naquiyah_cash
Userlevel 5
Hi 

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

Thanks

4 replies

sidhu
Rank
Userlevel 6
One option is to create a formula field of type text with the following formula -
JBCXM__CTA__r.JBCXM__Account__r.Name 
sidhu
Rank
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. 
naquiyah_cash
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?
naquiyah_cash
Userlevel 5
Thanks it works and I see it now!

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