Skip to main content
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?  
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. 
This is a great feature enhancement. +1
+1
I like this idea. 
Hi,



Feature to link SF case to CTAs is available now.



Thanks,

Nitisha
Good stuff! Thanks
Is there a video or documentation of how to do this?
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...
Terms & ConditionsCookie settings