To register for this session, please click here.
Opportunity is auto-created at 10% probability.
1. If opportunity is advanced to any stage other than closed/lost, then the CTA should be closed/success as this is a sales accepted CSQL
2. If opportunity is advanced immediately to closed/lost, then the CTA should be closed/no action as this is a sales rejected CSQL
(Just for context, below is the solution to my duplicate SFDC Opps issue)
if you rename the CTA or opportunity it will create a new opportunity.
So instead of comparing the names, you can add a new field in opportunity to store the CTA id. While fetching, you can fetch only opportunities where this field is not null.
Then when merging, you can merge on both account id as well as CTA id, retaining records from left data set. You can then proceed to create CTAs for the records where opportunity is null.
The easiest solution for this would be to configure Opportunity as a linked object for the CTA. If you enable bidirectional association, it would create a new field in CTA and Opportunity object to store each others ids.
I have a couple of questions regarding CTA email notifications:
How can we generate a CTA email alert every time a CTA triggers?
How can we send the CTA email alert to anyone outside Gainsight/Salesforce?
How can we send the CTA email alert to other Gainsight users but not necessarily account managers?
Thank you in advance,