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romain
romain
Contributor ⭐️⭐️⭐️
June 21, 2019
Solved

Assigining a playbook to a Salesforce report

  • June 21, 2019
  • 4 replies
  • 82 views
Hello,

I would like to get some feedback on what would be the preferable option to the following process.

I have created a list of accounts whithin saleforce using report.

I would like to assign a gainsight playbook to those accounts in the report exclusively.

How should I go about it?

Best,

R

Best answer by john_apple
Hi @romain - You would want to use the Rules Engine in Gainsight to query your data with the same logic you have in the report and then have a CTA created for those accounts. In the creation of the CTA, you would assign the Playbook as part of the rule.

4 replies

keith_mattes
keith_mattes
Helper ⭐️⭐️
June 21, 2019
Create a rule to match the same criteria against your account object, then for your action you can "Create CTA" and then make sure the CTA is configured to use the desired playbook?

Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
john_apple
john_appleAnswer
Expert ⭐️
June 21, 2019
Hi @romain - You would want to use the Rules Engine in Gainsight to query your data with the same logic you have in the report and then have a CTA created for those accounts. In the creation of the CTA, you would assign the Playbook as part of the rule.

    keith_mattes
    keith_mattes
    Helper ⭐️⭐️
    June 21, 2019
    I win 😉 Hope you are well sir! Thinking back to our chat in the airport after Pulse... hope you enjoyed the link I (think) I emailed to you!

    Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
      john_apple
      john_apple
      Expert ⭐️
      June 21, 2019
      Must have been like seconds apart! I'm doing well and thanks for the link!

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