CSQL Auto Creation

Hi Gabriela, 

We can trigger CSQLs in Gainsight by using the Rules Engine. In the Rules Engine, there is a specific action called "Load to GS Lead" that allows you to create and execute queries based on Salesforce data to meet your unique requirements. This action is particularly useful for building targeted queries that can load Salesforce data directly into Gainsight, helping you to automate processes like updating lead information, creating new leads, or enriching existing records.

Note: In CSQL, you will have a option to sync Leads / CSQLs created in GS to Salesforce’s opportunities or Leads. To avoid task records to be recreated in SFDC; choose Gainsight as a option in your CSQL settings.

For further details on configuring the "Load to GS Lead" action, and other options in Gainsight, refer to the official Gainsight support documentation or your CSSC / CSM. This resource provides step-by-step instructions and best practices.

​@Rohit Kopparthi - Could the Load to GS Lead action be triggered by a GS field update. For example on an activity, a field is set to a specific picklist value?

Hi ​@caroline_mclark 

Yes, we can trigger the Load to GS Lead action through Rules Engine. We can create a rule design with the required data points and filters and have a desired configuration to trigger the Load to GS Lead action.

For Example: If you wish to trigger the action depending on a specific activity, you need to filter it out in the rule configuration.

Here is a workaround for achieving this, we need to create a custom object and load all the data into it. Then in the rule configuration we need to compare the source data with the custom object data and set up a logic in such a way to identify the updated field. Once we identify the updated field then we can trigger the Load to GS Lead Action