I have 2 things I am trying to solve for when working with a Case linked to a CTA.I have linked a SFDC Case to a CTA from within SFDC but I do not see any case data on the case tab to indicate I have linked a case. If I click the link “Click to view salesforce record details” it takes me to the correct case so I know it is linked. I’d like to see at least the case number under the case tab (see below.) I want to add a token from the Case linked to the CTA to insert the Case Number. I have inserted the best token option I could find in the template builder but it populates “0” when the email sends. Thanks in advance for any assistance.

Question

Linking SFDC Case to a CTA and Emailing from CTA

Userlevel 3

I have 2 things I am trying to solve for when working with a Case linked to a CTA.

I have linked a SFDC Case to a CTA from within SFDC but I do not see any case data on the case tab to indicate I have linked a case. If I click the link “Click to view salesforce record details” it takes me to the correct case so I know it is linked. I’d like to see at least the case number under the case tab (see below.)
I want to add a token from the Case linked to the CTA to insert the Case Number. I have inserted the best token option I could find in the template builder but it populates “0” when the email sends.