In this case i filtered to bring all records with usage above 90.
It bring 3 items
Now i want to create a CTA showing to the CSM these records and asking him to do some tasks (i ́ve already created the Playbook for this kind of CTA).
How can i show in CTA the Account, Relationship, opportunity and SKU of all theses records?
Or maybe create a CTA for each record?
I do not want to just warn CSM that there are records with usage above 90, I also want to show the records
Best answer by dan_ahrensView original