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sudhakar_ravuri
sudhakar_ravuri
Contributor ⭐️⭐️
February 19, 2019

CSMs to see the Relationship tab on any relationship CTA even if it is a globally created category

  • February 19, 2019
  • 1 reply
  • 39 views
CSMs to see the Relationship tab on any relationship CTA even if it is a globally created category so they can update our 'next gen migration' fields from the CTA instead of having the navigate to the R360. Then, these fields will push data to the matching fields on the solution object which we change to 'view only' in Salesforce.

Currently, for Globally created CTA's we only show Account/Customers tab in the CTA layout. Only for relationship type CTA's we can see the relationship tab.

      1 reply

      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      February 20, 2019
      Hi Sudhakar,

      The Relationship Tab is visible for all Relationship CTA's...is the need to be able to see the Relationship Tab even for Account CTA's ?

      Regards

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