This idea has come from a user who suggested that there should be a shareable link to CTA to send it to other Colleagues.
"Can I send a link to a CTA to another gainsight user? If so, how? This is helpful to link a colleague of mine in case they forget to complete a CTA".
Ability to share CTA via a "URL" to send it to other Gainsight user
+2I like this idea too. +1
VP of Customer Success at Forcepoint
+1Would it help if you assign a task within the CTA to that other resource?
+1Hi Tharun,
Though we don't have a way in the application to do that, we have a simple work around,
1) Create a Formula field of type Text in CTA Object,
Formula: HYPERLINK("apex/workflow?ctaId="&Id, "Link")
Note: You can change the word 'Link', as per customer need
2) Add that Field in CTA Type layout in Cockpit Admin
3) Now you will be able to see the link in CTA Details view,
Clicking on that Link, User will navigate to Single CTA view.
If we want to share the URL, right click on Link and select Copy Link address, here you go now you have the link copied that will open the Single CTA view
Note: Make sure that the User to whom link is shared is in the same SF instance.
Regards,
Hitesh
Though we don't have a way in the application to do that, we have a simple work around,
1) Create a Formula field of type Text in CTA Object,
Formula: HYPERLINK("apex/workflow?ctaId="&Id, "Link")
Note: You can change the word 'Link', as per customer need
2) Add that Field in CTA Type layout in Cockpit Admin
3) Now you will be able to see the link in CTA Details view,
Clicking on that Link, User will navigate to Single CTA view.
If we want to share the URL, right click on Link and select Copy Link address, here you go now you have the link copied that will open the Single CTA view
Note: Make sure that the User to whom link is shared is in the same SF instance.
Regards,
Hitesh
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