Link CTA to Opportunity in SFDC (So that the "Related To" field references the Opp)
We would love the ability to link a CTA that is created in Gainsight to the Opportunity in Salesforce. Currently, the only option is for the Opp to be linked to the CTA and have it only appear in Gainsight (and not in SFDC).
The use case is:
When a CSM creates a CTA in Cockpit and logs a task, that does sync to Salesforce and appears in the Activities section, which is great. However, the issue is that the log in SFDC shows that the "Related To" field is whatever that CTAs name was. Instead, we would want that field to be synced to the correct opportunity in SFDC.
So, for example, a CTA was created with a name of 'Opt Out Tomorrow'. The activity/task would be logged in SFDC with the "Related To" field = 'Opt Out Tomorrow'. However, there is no way to tell what opportunity within the account this is for. If, there was a way to sync this to the correct opp, so for this example, the "Related To" fieldin SFDC would reference the opportunity of "Renewal 1".
We need this because our company works out of the Opportunity page and it would be a great benefit for everyone to be able to associate these tasks to specific opps. This is due to our opps being yearly renewals and we want the ability to consolidate on an annual basis. This would allow for better tracking of CSM activities and lead to a higher adoption rate.
I have not been able to figure out a way to do this yet. Would love some help!
The use case is:
When a CSM creates a CTA in Cockpit and logs a task, that does sync to Salesforce and appears in the Activities section, which is great. However, the issue is that the log in SFDC shows that the "Related To" field is whatever that CTAs name was. Instead, we would want that field to be synced to the correct opportunity in SFDC.
So, for example, a CTA was created with a name of 'Opt Out Tomorrow'. The activity/task would be logged in SFDC with the "Related To" field = 'Opt Out Tomorrow'. However, there is no way to tell what opportunity within the account this is for. If, there was a way to sync this to the correct opp, so for this example, the "Related To" fieldin SFDC would reference the opportunity of "Renewal 1".
We need this because our company works out of the Opportunity page and it would be a great benefit for everyone to be able to associate these tasks to specific opps. This is due to our opps being yearly renewals and we want the ability to consolidate on an annual basis. This would allow for better tracking of CSM activities and lead to a higher adoption rate.
I have not been able to figure out a way to do this yet. Would love some help!