Hi all,
A business request came up that turned into a good candidate for an enhancement request and discussing with GS Support. I would like to be able to have a rule automatically flag a Call to Action when it is triggered via the rules engine. Specifically in our use case, flag a Risk CTA upon creation.
Thanks!
Ability to Flag Calls to Action when they are being created via a rule
None
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There is a field on the CTA object called Source that has a picklist value of "Rules". This should get you what you need.
Based on conversations with GS Support and a solution architect, it is currently not possible so that is why I submitted the enhancement request.
Thanks!