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rbegley
Helper ⭐️⭐️
October 4, 2021
Solved

NXT: Report on CTA Associated Persons

  • October 4, 2021
  • 4 replies
  • 346 views

Curious if I am just missing it or if there is no way to report on it today, but I would like to use the Associated Persons linked to a CTA in order to drive automation.   These were available in SFDC edition and I assumed the functionality would be replicated in Gainsight NXT.

 

 

Best answer by rbegley

Found this myself actually, I was just missing it.  Object is called Cockpit Associated Records and the Linked Object column will contain the Company Person ID.

 

4 replies

rbegley
rbegleyAuthorAnswer
Helper ⭐️⭐️
October 4, 2021

Found this myself actually, I was just missing it.  Object is called Cockpit Associated Records and the Linked Object column will contain the Company Person ID.

 

Contributor ⭐️
January 29, 2024

Is there anyway to have this appear as the name vs the link?

manharwalia
Gainsight Employee ⭐️
Gainsight Employee ⭐️
October 31, 2025

Hi ​@rbegley / ​@Alexandra.schwenke - how did you get the Associated Persons in the cockpit layout. Did you add a Custom field and link it to the  Cockpit Associated Records?

Director of Solutions Consulting | CS Operations Leader | Certified Gainsight Admin (x4) | Two-Time CS OPs Product Council Member
Contributor ⭐️
October 31, 2025

@manharwalia I didn’t this is just an object for reporting.