Our CSM group is implementing a new contact center software that integrates with Salesforce. This integration will work heavily in cases. Our management is looking for ways for our CSM team to track all interaction and work in both Gainsight and SFDC.
What we would like to know is if there is a way to take our automated CTA’s that are triggered off of our scorecard and have those create a case in Salesforce as well as the tracked activity in Gainsight?
Best answer by heather_hansenView original