This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.
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This article explains how to set up different rule actions. Before you set up the action(s):
Refer to the Rules Engine Overview article to learn about Rules Engine,
Refer the Rules Engine - Task Creation article on how to select your source object, which fields to show, etc.
Refer the Schedule and Execute Rules article to learn about how to schedule the rules after configuring the action(s),
The following are the types of actions available in Rules Engine:
- Call to Action (Create)
- Call to Action (Close)
- Load to Company
- Load to User
- Load to Gainsight Object
- Load to People
- Set Score 2.0
- Load to Scorecard History
- Success Plans 2.0
- Load to Relationship V2
- Load to SFDC Object
- Call External API
- Load to PX
Note: You can add a maximum of 50 Action Types for a rule.