Ability to add multiple linked objects to the CTA
None
I know this is a fairly new feature but the ability to add multiple linked objects to the CTA instead of just one object would be awesome. In order to continue to increase user adoption, keeping users in Gainsight instead of SFDC is key and by allowing multiple linked objects, this will help greatly.
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Related to this -- it would be good to be able to set this lookup field through the rule. For example, I'm looking to associate the upcoming renewal opportunity with the CTA to allow the CSM to easily update fields that are needed by the renewal team.
It might still not be straight forward if you were trying to link upcoming renewal with an existing CTA.
One idea off the top of my head for how that might work would be to set up a custom field on the customer info object where I store the Opp ID through Rule 1, and then grab that in Rule 2 to update the CTA using that field.
type. I get it in theory, but wouldn't it be easier (for me if not for
Engineering! 🙂 to just let me have multiple lookups, populate the correct
ones for that CTA, and then have the CTA show tabs for populated references?
Personally I think of type as just a flag on the CTA and not something that defines a fundamentally different object/concept with different settings. The type
may filter related options (like with playbooks) but keep the rest consistent.
Just curious on the update for linking objects to CTAs?
So if you have linked Opportunity to CTAs and are creating rules on the Opportunity object to create a CTA, then you will be able to link the created CTA to the Opportunity (And similarly to a Project object).
We are currently targeting this for our Jan 2017 release.
This capability is available now.
Thanks,
Nitisha