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Allow Date Fields as an option for linked objects to CTAs

  • February 5, 2020
  • 0 replies
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anna_whitehouse
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Currently, when you link SFDC objects to CTA Types you can only choose “string” fields from the object to display in the search for the end users. 

 

Use Case: I linked the Survey Record Type object (we use Qualtrics) to a Risk Type CTA, so that the CSMs can link the appropriate NPS Survey Record and fill out some fields that are required in SFDC without leaving Gainsight. However, because I cannot add a date field to the search section, it’s is very difficult for them to choose the correct record.