CTAs that fire instantly
CS Cockpit & Playbooks
Hi,
We have recently migrated our onboarding process out of SFDC process builder and into Gainsight's rules engine.
The onboarding process needs to be extremely quick for our organization, so the idea that I can change the onboarding step (a picklist we have) and need to wait up to 24 hours for the CTA(s) to fire along with playbooks so we can schedule work among many different groups of users is a real pain point for us.
I would like the ability to fire CTAs more frequently than once a day - and potentially even instantly to speed up this process.
Is that a feature on the roadmap?
We have recently migrated our onboarding process out of SFDC process builder and into Gainsight's rules engine.
The onboarding process needs to be extremely quick for our organization, so the idea that I can change the onboarding step (a picklist we have) and need to wait up to 24 hours for the CTA(s) to fire along with playbooks so we can schedule work among many different groups of users is a real pain point for us.
I would like the ability to fire CTAs more frequently than once a day - and potentially even instantly to speed up this process.
Is that a feature on the roadmap?
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Are you aware that you can add a Rule to multiple Rule Chains? If not, you might want to consider doing so. You can schedule several Rule Chains to run at various intervals through out the day and add your Rule to each of those. I do understand that this is not real time but it will at least help out.
Hope that helps a little bit for now.