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.
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Hello. 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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