Allow Case Record Type selection when creating a Case from a CTA
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Gainsight currently has the feature to create a SFDC Case from a CTA. By default, Cases are created with the default Case Record Type. For organizations who use different Case Record Types to communicate with different teams, they need the ability to choose the Case Record Type when creating a Case from a CTA.
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Thanks a lot for sharing this. Supporting record types in linked objects is there on the roadmap.
One question on this:
-Do you want 'only' the admin to define which Record type should be used for a linked object OR do you prefer the end user to have the flexibility of choosing from the available record types?
Is there any follow-up on this work? Has something been deployed? We are interested in a mechanism to auto-launch/create a case in SF from within Gainsight. Interested to see where this has progressed.