I would love to be able to create a custom CTA field called ‘Associated Custom Goal’ where I can perform a direct lookup to the Customer Goal object. This would allow the CSM’s to see from their Cockpit if the CTA has an associated Customer Goal and then easily be able to click on the goal and be redirected to the Customer Goals page.
I do have a report created using the Customer Goal Association object and I can use the resolve to display the CTA with the associated goal but then I would have to add a separate report to the CSM’s GS homepage, dashboard, or C360 to display the data when a better user experience is to keep them in Cockpit to manage their CTA’s.
Thanks!