how can i link a case to a CTA?
None
really would like same capability to link a case to a CTA like we do for opportunity? since we cannot do this today.. what variable within the comments field may we use that will auto-populate the link to the case may we use for CTAs created by rules?
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This is a known enhancement request. Case object doesn't have a "name field"... this is why we can't link them at this time. I have kicked this into an idea.
Feature to link SF case to CTAs is available now.
Thanks,
Nitisha
https://support.gainsight.com/Training_and_Videos/Training_Videos/Create_CTA_Forms_Using_Linked_Obje...
Here is the standard documentation on CTA linked objects.
https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/Con...