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tracy_streetman
tracy_streetman
Contributor ⭐️⭐️⭐️
March 18, 2016

Ability to link to a SF contact record from a CTA

  • March 18, 2016
  • 3 replies
  • 53 views

We have a CTA that asks our CSM's to review email address' and Contact info when an email has bounced via JO.  It would be helpful if the CSM's could click directly to the contact record from the CTA.

      3 replies

      kendra_mcclanahan
      kendra_mcclanahan
      Gainsight Employee ⭐️⭐️
      March 18, 2016
      Hi Tracy,

      Thank you for posting, this isn't current functionality so I'll let the product team comment there.

      One thought is you could merge in the contact id to the CTA comments. You could add it like this:

      https://jbcxm.na7.visual.force.com/{ContactID}

      This still requires them to copy/paste the link but might be an okay work around for the moment.

      Let me know if you have other thoughts or questions.

      - Kendra
        sundar
        sundar
        Expert ⭐️
        March 21, 2016
        CTA comments would be a good option, as some of our customers are already using it.
        Linking the Contact as associated record is in our roadmap but no ETA as of now.
        leanne
        leanne
        Contributor ⭐️⭐️⭐️⭐️⭐️
        July 1, 2016
        +1, for the ability to link to not just Contacts, but other Salesforce objects as well.  We have several CTAs asking CSMs to update date fields on services.  It would be fantastic to be able to link directly to the service in Salesforce that needs to be updated, rather than them having to search by the name. 
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