Link to Knowledge Article in CTA
CS Cockpit & Playbooks
Is there a way to link a Salesforce Knowlege Article to a CTA? We load tasks to our CTAs but it would be helpful to auto link a Knowledge article that could give the assignee more training information.
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Gainsight has a character limit for playbook tasks so we cannot always enter all the information and training materials necessary to complete the tasks. If we could add a knowledge article link to the CTA that would help adoption.
Thanks,
Ellen
If you have static link that you could add to a playbook task then you should be able to do that now since all urls in task descriptions will be hyperlinked. Does this solve your problem?
Also wish that there was a rich text editor for the task/playbook description and a larger character limit. Very much limits the usability of the functionality and encourages toggling to a different environment/knowledge repository.