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Question

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

  • January 7, 2021
  • 3 replies
  • 105 views

andreammelde
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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?

3 replies

sai_ram
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  • Expert ⭐️⭐️
  • January 8, 2021

@meenal_shukla do you have any idea on this?


sai_ram
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  • Expert ⭐️⭐️
  • January 21, 2021

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


andreammelde
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  • Author
  • Helper ⭐️⭐️
  • January 21, 2021

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