Configuring CTAs - Importing Contact Details

Thanks for posting, Travis!



I don't think we can auto-link Contacts via Rules Engine right now, unfortunately. It does let you manually search for and associate multiple Contacts that belong to the Account the CTA is on.



      

The other option here is linked objects, which is what you are trying to do with Cases. This is a great way of bringing two processes together: CTA in GS with the Case in SF. You can either create a new Case entirely, or associate an existing one by searching for the Case Number. I know that in the Winter release (Feb), we have plans to let you auto-associate a record via Rules Engine, as long as the record id (Case Id in this example) is available.



      

Although you can link the Contact object this way, it's not recommended if you have multiple Contacts to associate. This method supports adding only one record from the linked object.

Thank you for the response, Manu. 



It would be helpful to view cases #'s and types (or to be able to pre-populate certain types cases). 



Thanks, again!