Contributor ⭐️⭐️⭐️

opportunity linking from rules

Forum|Forum|11 years ago
April 21, 2015
7 replies
70 views

I have a rule that assigns a CTA when a new renewal opportunity is created. How do I set the opportunity link on the CTA when it is created?

sidhu

Gainsight Employee ⭐️

It is not yet possible to link records to a CTA via rules engine. It is on our roadmap to add this capability.

kiersti_felskaAuthor

Contributor ⭐️⭐️⭐️

any type of update on when we can get this functionality? it would be a great efficiency win :)

Also, you currently can only link via the name of the opportunity, which can be an issue as it is not always unique (user entry). Any way you can update the code base to also search against the SFDC opportunity ID created by the system?

svoss

Contributor ⭐️⭐️

We would also like this when creating success plans via the rules engine for the underlying tasks that are synced to Salesforce, we need to see the tasks associated to the renewal opp not the account.