Ability to Fire CTA to Account Team
CS Cockpit & Playbooks
We need to fire CTAs to a role loaded to the account team on the account. Is this going to be possible in the near future? Right now we can only fire CTAs to look up fields on the account.
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Once you have this custom field now populated with the CSM's ID (which is really the SFDC User ID), then you can reference it in your main rule which fires the CTA.
Oh and I think this approach only works for custom rules, not engagement rules.