We have a pooled model. I do have the documentation on setting that up. Follow up though - once a person is assigned to a CTA, we want to fire the NEXT onboarding CTA but use the prior closed CTA assignee as the Owner. I have added the Assignee field to the show fields but no luck. And the rule is set to only fire the next CTA if the prior is closed won.
Any suggestions?
Best answer by Wayne
Oh, then SFDC version you need to pick the call to action object from SFDC not MDA and pick the assignee field. That MDA CTA table is for NXT version only.
Can you share a screenshot of the fetch and cta action?
Are you grabbing the assignee id or name field?
Name, there is no option for ID.
no we are in SFDC version. Nothing is stored in the Call to Action MDA for some reason.
Oh, then SFDC version you need to pick the call to action object from SFDC not MDA and pick the assignee field. That MDA CTA table is for NXT version only.
I also do not want the owner of the account - that is a pooled “person”. I want to pull in the assignee from the closed CTA that I am referencing to kick off the new. But it looks like I might be able to use Assignee ID from the SFDC Call to Action Object.
ps this worked! thank you.
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