Create a Salesforce Opportunity using Rules Engine

@sai33335 what is the use-case. Use-case will definitely help us to think better. 

@sai33335 changed this to idea. 

In Rules, we have an Action called “Load to SFDC” and select the “Opportunity” object.

Is this is you are looking for or something different.

Screenshot:

Thanks.

phani_kumar wrote:

In Rules, we have an Action called “Load to SFDC” and select the “Opportunity” object.

Is this is you are looking for or something different.

Screenshot:

Thanks.

@sai33335 did you get a chance to view comments posts by @phani_kumar? Let me know if that helps.

Hi everyone,

Would this rule create a new Opportunity within salesforce or just push a field to be updated?

Hi @haba_89 

It should allow you to create a new opportunity record as well.

Note: The success or failure of this action will depend on the SFDC set up

I do this already. I create cancellation opportunities using that Load to SFDC action when necessary as part of our churn process.

Thank you both for the answers. This will help mea lot :) @rakesh @gunjanm