Learn how to create CTA forms!

  • 2
  • Article
  • Updated 1 year ago
  • (Edited)
The CTA detail view is highly customizable. Admins can add Account/Customer Info fields to the detail view to display and collect information from their CSMs directly in Cockpit, without having to navigate out to the SFDC Account page. And using linked objects, you can link other objects (such as Case, SFDC Opportunity, Milestones, etc.) to the CTA, and create miniature forms. These forms can help save your CSM's time!

For some ideas to help you get started creating CTA forms, check out these new resources:

Photo of Lila Meyer

Lila Meyer, Official Rep

  • 16,986 Points 10k badge 2x thumb

Posted 1 year ago

  • 2

Be the first to post a reply!