This is primarily applicable to NXT with the Horizon experience. Which, by the way, is very slick looking, and there’s a lot to like and I hope the new format makes it easier to add enhancements. Anyways.
Situation: We use linked SFDC objects in various areas, one of them being CTAs. Currently, if you want view, add or edit a linked object from the Cockpit you have to:
- Click the CTA
- Click the Linked Object Tab name from the CTA Detail View
- Click the link to take you to the SFDC record
Problem: See above. This is pretty unwieldly. You can make, and we have made, a related list off of a report showing our linked objects (Projects in this case) in Salesforce. This is nice, but is really a different use case.
Solution: Enable the addition of a column in the cockpit view along with Due date, owner, status, etc., that is the Link you would have clicked on in 3 above. This enables you to immediately jump to the project from your cockpit without having to go into the detail view and another tab within.
