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ellenoangieslistcom
Contributor ⭐️⭐️⭐️⭐️⭐️
August 13, 2015

Link to Knowledge Article in CTA

  • August 13, 2015
  • 5 replies
  • 59 views
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 ⭐️
      September 21, 2015
      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
      jennifer_kirkland
      jennifer_kirkland
      Contributor ⭐️⭐️⭐️
      November 19, 2015
      This is a feature I would also find extremely beneficial.
        ellenoangieslistcom
        ellenoangieslistcomAuthor
        Contributor ⭐️⭐️⭐️⭐️⭐️
        December 1, 2015
        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
        sidhu
        Gainsight Employee ⭐️
        sidhu
        Gainsight Employee ⭐️
        January 6, 2016
        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? 
        hayley_jean_farr
        hayley_jean_farr
        Contributor ⭐️⭐️⭐️
        February 1, 2018
        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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