Creating an Opportunity in SFDC

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  • Updated 3 weeks ago
I would like to create an Opportunity in SFDC when a certain set of criteria are detected.  For example, I create a CTA when an account in 90 days to renewal.

In addition I want to create an Opportunity for the Account Exec to schedule a Health Check.  Currently we use Opportunities in SFDC to track Health Checks since our Account Exec's do not use Gainsight, and we have no plans for them to.
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Bill Davis

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Posted 3 weeks ago

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Karl Rumelhart, Official Rep

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Hello.  You can do this using the Load to SFDC action in the Rules Engine.  See https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Use_Rules_to_Lo...
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Bill Davis

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Thanks Karl,

This is exactly what I needed.