Helper ⭐️⭐️⭐️

New Idea

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

Forum|Forum|9 years ago
December 19, 2016
8 replies
74 views

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!

Expert ⭐️⭐️

Hi Ben,

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

Thanks,
Nitisha

Contributor ⭐️⭐️⭐️

Any update on this?

Expert ⭐️⭐️

Hi Kelsi,

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

Helper ⭐️

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

sriram pasupathi

Helper ⭐️⭐️

@HollySimmons Are you on Salesforce edition or NXT edition?

Helper ⭐️

@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

Helper ⭐️⭐️

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

Helper ⭐️

@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….