Salesforce Record Created In Custom Module to Gainsight Customer Success [ Beta ] Update Relationship

Salesforce
Gainsight Customer Success [ Beta ]

How this workflow works

Step 1

Record Created In Custom ModuleSalesforce

This trigger fires when a new record is created in Salesforce under the selected module

Step 2

Update RelationshipGainsight Customer Success [ Beta ]

Updates existing relationship records in Gainsight. You must specify the Identifier Key (like 'Gsid' or 'Name') to match the records.

Salesforce

Record Created In Custom Module

Salesforce

Trigger
Gainsight Customer Success [ Beta ]

Update Relationship

Gainsight Customer Success [ Beta ]

Action

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Salesforce Record Created In Custom Module to Gainsight Customer Success [ Beta ] Update Relationship | Konnectify