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Adding this to the community based on guidance from our Gainsight TAM:

To reduce clicks/improve productivity & improve data hygiene, we would like various elements within CTAs and linked objects on CTAs auto-populated based on the selected CTA Type. 

 

Use case:

We have CSMs create CTAs to track relationship risks, so we have a CTA type for this. There is only 1 possible reason & subtype for this CTA type, so it would save CSMs time if these were auto-populated.

We also use linked objects to allow the creation of Salesforce cases from the CTA, and CSMs currently have to choose the SF case record type and populate a few other fields that remain the same each time this CTA type is used. 

@kmleasure In Gainsight NXT, for each CTA type, you can define a default reason. This will be auto-populated every time a CTA is created.. You can choose the default reason as highlighted below:
 



For salesforce linked objects, we directly read from and write to salesforce. Hence, Gainsight doesn’t have control on the field values (since it’s in Salesforce). So, auto-populating information might not be possible.

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