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

Upsert RelationshipGainsight Customer Success [ Beta ]

Finds a Relationship using an identifier and updates it. If it is not found, a new Relationship is created.

Salesforce

Record Created In Custom Module

Salesforce

Trigger
Gainsight Customer Success [ Beta ]

Upsert Relationship

Gainsight Customer Success [ Beta ]

Action

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