Trigger Success Plan & JO Once Product/Account is Won

@MelissaC 

Below are approaches for the 2 use-cases you have shared:

• Welcome Email (JO): This can be achieved by fetching the required data sets under the query builder; One approach could be:
  1.  First Data-set: Fetch the Won opportunities attributes from SFDC → Opportunity object along with SFDC Account id.
  2. Second Data-set: Fetch Person attributes from Company Person object along with SFDC Account id.
  3. Third Data-set: Left Merge First and Second Data-set using SFDC Account id.

The third data-set gives you all the contact records to who you want to send a Welcome Email.

• Trigger a Success Plan: You can use rules-engine to achieve this, and while you create a rule, you can fetch the required data sets in the step-2 by following the below steps:
  1.  First Data-set: Fetch the Won opportunities attributes from SFDC → Opportunity object along with SFDC Account id.
  2. Second Data-set: Fetch Company attributes from the Company object along with SFDC Account id.
  3. Third Data-set: Left Merge First and Second Data-set using SFDC Account id.

The third data-set gives you all the company records for which you want to create a Success Plan.

Further, you can follow this article to know how you can create Success Plan using the “Success Plan 2.0” action type.

In-case you need further help in configuring the use-cases, then you can reach out to your CSM or Technical resource at Gainsight.