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andreammelde
Helper ⭐️⭐️
Jan 7, 2021 5:05 PM UTC
Question

How can we show details from a Survey Response in a CTA created from JO?

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?

3 replies

sai_ram
Expert ⭐️⭐️
Jan 8, 2021 2:17 PM UTC

@meenal_shukla do you have any idea on this?

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sai_ram
Expert ⭐️⭐️
Jan 21, 2021 2:07 PM UTC

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

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andreammelde
Helper ⭐️⭐️
Jan 21, 2021 3:40 PM UTC

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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Andrea Carroll