Ability to automate which opportunities are tied to CTAs

  • 2
  • Idea
  • Updated 1 year ago
  • Implemented
Posting this one one behalf of a customer:

We have the ability to have linked objects on CTAs, which has proven to be incredibly helpful for many customers use cases.

I had a customer bring an idea forward on a potential way to build on this a bit if possible.

The customer has the Opportunity object linked to CTAs, but the CSMs currently have to manually select which actual opportunity would be connected to the CTA.

I'm wondering if there might be any way to automate this in the future so that we can select the Opportunity that should be tied with a CTA in the rule?
Photo of Tom Gerth

Tom Gerth, Employee

  • 4,572 Points 4k badge 2x thumb

Posted 1 year ago

  • 2
Photo of Nitisha Rathi

Nitisha Rathi, Employee

  • 14,556 Points 10k badge 2x thumb
Hi Tom,

We already have the capability to automatically link 'linked objects' when creating a CTA from rules engine. Please refer this doc for more details and let me know if you need any other clarifications.

Thanks,
Nitisha
Photo of Martha Stuart

Martha Stuart

  • 966 Points 500 badge 2x thumb
Thanks Nitisha, I was able to get it working!