Current Functionality

Create a Salesforce Opportunity using Rules Engine

Userlevel 5

Create a Salesforce Opportunity using Rules Engine. Setup a new Rule Action type.

Userlevel 7

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

Userlevel 7

@sai33335 changed this to idea.

Userlevel 7

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.

Userlevel 7

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?

Userlevel 7

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

Userlevel 7

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

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