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New Idea

Removed "Delete" option on CTA when it is linked to an Opportunity

Related products:None
  • December 19, 2016
  • 8 replies
  • 56 views

ben
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  • Helper ⭐️⭐️⭐️
We recently turned on the ability to link a CTA to an opportunity in SFDC. This is great for transparency to our non-Gainsight users. With that said, there is currently a delete option on there that actually results in an opportunity being deleted in Salesforce. I need to find a way to disable that feature as we never want to delete the Opps. Would love this as a feature!

8 replies

nitisha_rathi
  • Expert ⭐️⭐️
  • December 19, 2016
Hi Ben,

Thanks for the idea, makes sense. We will prioritize it based on the number of customers asking for this feature.

Thanks,
Nitisha

kelsi
  • Contributor ⭐️⭐️⭐️
  • July 21, 2017
Any update on this?

nitisha_rathi
  • Expert ⭐️⭐️
  • August 21, 2017
Hi Kelsi,

It is not on our short term roadmap but will be available in medium term(in next 3-4 releases)

HollySimmons
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  • Helper ⭐️
  • July 6, 2021

This has been marked as implemented, but I don’t see where we can remove this option? @nitisha_rathi can you help..?


sriram pasupathi

@HollySimmons Are you on Salesforce edition or NXT edition?


HollySimmons
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  • Helper ⭐️
  • July 9, 2021

@sriram pasupathi NXT, thanks

 

Oh and I should add im not specifically looking at opportunities here, but just generally linked records via a CTA. 


sriram pasupathi

@HollySimmons Just to clarify, is your linked record getting deleted in salesforce when you delete the linked object in Gainsight?


HollySimmons
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  • Helper ⭐️
  • July 13, 2021

@sriram pasupathi the record only exists in GS, but yes it does delete the record; 
 

I do not want users to be able to delete records….