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We have a step in our JO Program to create a survey from a NPS survey response. How do I setup the CTA layout so that the CSM can get the survey details in the CTA as its own tab like a linked object?

@meenal_shukla do you have any idea on this?


@andreammelde  The solution we normally provide is tokenizing the field values in comments.


It would be preferable to have a linked object tab where the CSM can easily just click a link to see the whole survey - like we are able to do with a survey response that is in SFDC


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