New Idea
Provide a link to the SFDC object in the automated, rule driven CTA
I have automated, rule drive CTAs that fire for opportunity and support risks. I have the case and opportunity numbers tokenized; but since they are not clickable links the CSM has to go to the C360, find the appropriate section, and then click the link there instead of going directly to the SFDC object.
I would like to have the ability to either:
1. Make the tokenized case number and opportunity number/name a clickable link to the SFDC object
2. Provide a way to automatically associate the opportunity--instead of manually having to do so--and provide the same type of ability with support cases as well.
This would even work with Contact objects too.
I would like to have the ability to either:
1. Make the tokenized case number and opportunity number/name a clickable link to the SFDC object
2. Provide a way to automatically associate the opportunity--instead of manually having to do so--and provide the same type of ability with support cases as well.
This would even work with Contact objects too.