Ability to link SalesForce Cases to CTAs in Cockpit
None
I was told Gainsight relies on the name field to search and link objects to CTAs. Since there is not a
name field on the case object, this object can't be linked. I need to be able to link this object to CTAs, though!
name field on the case object, this object can't be linked. I need to be able to link this object to CTAs, though!
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I am kicking this into an idea as it is handled as a feature request. This way product will have visibility into the issue.
Root Cause: No NAME field on the Case object.... only Subject.
This capability is available now, you can link a SF case to CTAs in cockpit.
Thanks,
Nitisha
Object linkage is only available at the CTA level. But would love to understand why you'd want the Task to also be linked to the Case record. If it's a reporting requirement, we can get to the Case details by building a Data Space on our Task object (CSTask -> Call To Action -> Case).
Thanks,
Manu
Hi Dave,
Providing the ability to link the Case object to a task is not something on the roadmap. One question, is the main ask around syncing the tasks in Gainsight to tasks in salesforce? (you can do that either via the standard option we provide or via rules engine….would that help your use-case?)
Reference Document: https://support.gainsight.com/SFDC_Edition/Cockpit_and_Playbooks/Admin_Guides/10_Configure_and_Sync_Tasks_from_Gainsight_to_Salesforce