Jump directly to Account page from CTA in Cockpit
CS Cockpit & Playbooks
Some customers have indicated a desire to have a link directly to the SFDC Account page from the CTA in Cockpit. This would eliminate the need to click to the C360 first, then use that link to jump to the the Account.
Re-posting idea from a suggestion earlier this year "Link to SFDC Account page from CTA in Cockpit" (OK to merge). Hoping to get input as to whether there are any current ways to accomplish this or plans to add this functionality, as it has come up as an ongoing request.
Re-posting idea from a suggestion earlier this year "Link to SFDC Account page from CTA in Cockpit" (OK to merge). Hoping to get input as to whether there are any current ways to accomplish this or plans to add this functionality, as it has come up as an ongoing request.
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Formula (please replace the first portion of the url based on what applies to your org):
How it shows up inside the CTA detail view:
Hope this helps!
You can create a new field of datatype = formula in CustomerInfo object (Setup > Objects > CustomerInfo)
Thanks,
Nitisha
Allow user to jump from Cockpit to the SFDC Account page for the customer associated with a CTA.An ability to get directly to Account page with one click, much like you can in C360, will help streamline workflow for Cockpit users.
Submitting on behalf of Sherry Fields at Adaptive Insights. Also mentioned recently by other customers.