Hi
I am trying to understand how best to use the associated contacts field within a CTA?
I cant bring it in any reporting or criterias to create rules so wondering what that field is there for? Maybe something im missing
Thanks
Question
Associated Contact field in CTA
+1Contacts that are associated with a CTA are stored in an object called AssociatedRecord. You can use this object in reporting but is not available for RulesEngine yet. This object will be available in rule engine eventually but there is no ETA now.
Hi Sidhu
Thanks for that.
How am I able to bring in the Account Name associated with the associated contact field the CTA is created on?
Thanks for that.
How am I able to bring in the Account Name associated with the associated contact field the CTA is created on?
+1One option is to create a formula field of type text with the following formula -
JBCXM__CTA__r.JBCXM__Account__r.Name
JBCXM__CTA__r.JBCXM__Account__r.Name
Thanks it works and I see it now!
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