Contributor ⭐️⭐️⭐️

how can i link a case to a CTA?

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really would like same capability to link a case to a CTA like we do for opportunity? since we cannot do this today.. what variable within the comments field may we use that will auto-populate the link to the case may we use for CTAs created by rules?

Gainsight Employee ⭐️⭐️

Kiersti,

This is a known enhancement request. Case object doesn't have a "name field"... this is why we can't link them at this time. I have kicked this into an idea.

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scott_sappenfield

Contributor ⭐️

This is a great feature enhancement. +1

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Contributor ⭐️

+1

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Contributor ⭐️

I like this idea.

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Expert ⭐️⭐️

Hi,

Feature to link SF case to CTAs is available now.

Thanks,
Nitisha

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Contributor ⭐️

Good stuff! Thanks

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Contributor ⭐️⭐️⭐️

Is there a video or documentation of how to do this?

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Expert ⭐️

We do. Video (Case specifically discussed about half way through):
https://support.gainsight.com/Training_and_Videos/Training_Videos/Create_CTA_Forms_Using_Linked_Obje...

Here is the standard documentation on CTA linked objects.
https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/Con...

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