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ellenoangieslistcom
ellenoangieslistcom
Contributor ⭐️⭐️⭐️⭐️⭐️
Aug 13, 2015 6:46 PM UTC

Link to Knowledge Article in CTA

Is there a way to link a Salesforce Knowlege Article to a CTA?  We load tasks to our CTAs but it would be helpful to auto link a Knowledge article that could give the assignee more training information.  

      5 replies

      gaurav_kotak
      gaurav_kotak
      Expert ⭐️
      Sep 21, 2015 9:27 PM UTC
      Thanks for your suggestion. We are currently looking at having more structure data for tasks (e.g. email tasks) and this feedback is very helpful. Would you mind if I reach out to you once we have more details here? Thanks
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      jennifer_kirkland
      jennifer_kirkland
      Contributor ⭐️⭐️⭐️
      Nov 19, 2015 8:43 PM UTC
      This is a feature I would also find extremely beneficial.
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        ellenoangieslistcom
        ellenoangieslistcomAuthor
        Contributor ⭐️⭐️⭐️⭐️⭐️
        Dec 1, 2015 7:42 PM UTC
        Hi Guarav,

        Gainsight has a character limit for playbook tasks so we cannot always enter all the information and training materials necessary to complete the tasks.  If we could add a knowledge article link to the CTA that would help adoption.

        Thanks,

        Ellen
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        sidhu
        Gainsight Employee ⭐️
        sidhu
        Gainsight Employee ⭐️
        Jan 6, 2016 12:36 PM UTC
        Hi Ellen, 

        If you have static link that you could add to a playbook task then you should be able to do that now since all urls in task descriptions will be hyperlinked. Does this solve your problem? 
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        hayley_jean_farr
        hayley_jean_farr
        Contributor ⭐️⭐️⭐️
        Feb 1, 2018 6:20 PM UTC
        We are finding this to be a limitation for our needs as well. We would like to be able to link tasks in Playbooks to a Knowledge Article in Salesforce. What I have heard is that there is not a static URL address for these knowledge articles.

        Also wish that there was a rich text editor for the task/playbook description and a larger character limit. Very much limits the usability of the functionality and encourages toggling to a different environment/knowledge repository. 
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