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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IMPORTANT - Articles Impacted due to 6.34 October NXT Release
Due to the v6.34 October, 2022 release, this article has been impacted. Steps, images, and playable GIFs in this article will soon be updated to reflect the latest changes.
For more information about the latest UI changes, click here.
This action type is used to create Relationships automatically. This action type is useful when you want to create a relationship for every new opportunity won. You can use this action type to automate the creation of Relationships, instead of creating them manually every time. For more information on how to use this action type, refer to Create Relationships from Rules engine article.
Configure Load to Relationship V2
Rules can be built for both Company and Relationships and support actions based on the option selected. The following table lists a set of action types and the entity to which the action type is applicable
|Action||Applicable to Company?||Applicable to Relationship?|
|Call to Action 2.0 ( Create or Update)||Yes||Yes|
|Call to Action 2.0 (Close)||Yes||Yes|
|Load to Usage||Yes||NA|
|Load to Customers||Yes||NA|
|Load to Milestone||Yes||No|
|Load to Feature||Yes||NA|
|Set Score 2.0||Yes||Yes|
|Load to SFDC Object||Yes||NA|
|Load to MDA Subject Area||Yes||NA|
|Load to Relationship V2||Yes||Yes|
|Load to Company||Yes||NA|
|Load to Relationship Related Objects||NA||Yes|
|Load to People||Yes||Yes|
|Load to Scorecard History||Yes||Yes|
Gainsight NXT in Salesforce CRMContent in this section supports Gainsight NXT accessing through Salesforce Login. To learn more about Gainsight NXT in Salesforce, click here.