I would like to create an Opportunity in SFDC when a certain set of criteria are detected. For example, I create a CTA when an account in 90 days to renewal.
In addition I want to create an Opportunity for the Account Exec to schedule a Health Check. Currently we use Opportunities in SFDC to track Health Checks since our Account Exec's do not use Gainsight, and we have no plans for them to.
Question
Creating an Opportunity in SFDC
+4Hello. You can do this using the Load to SFDC action in the Rules Engine. See https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Use_Rules_to_Lo...
Thanks Karl,
This is exactly what I needed.
This is exactly what I needed.
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