opportunity linking from rules
None
I have a rule that assigns a CTA when a new renewal opportunity is created. How do I set the opportunity link on the CTA when it is created?
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Also, you currently can only link via the name of the opportunity, which can be an issue as it is not always unique (user entry). Any way you can update the code base to also search against the SFDC opportunity ID created by the system?
Ability to link objects (opportunities, cases, etc.) to a CTA via rules engine will be available in Feb release.
Thanks,
Nitisha