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 rules actions.
Before you set up the action(s), refer to the following articles:
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 Relationship V2
- Load to SFDC Object
- Call External API
- Load to PX
- Load to Survey
- Load to Scorecard History
- Load to Success Plans 2.0
Note: You can add a maximum of 50 Action Types for a rule.
Gainsight has Customize Mapping options for admins who want to modify the incoming picklist values. Admins can unselect this option If they want to map the same picklist values.
By default, this checkbox is selected for a rule with a cross data source picklist and mapping is mandatory. For the same picklist values, this checkbox is not selected.
Note: Gainsight does not display any inactive picklist values because they can cause rules to fail.