Notify SFDC User when Opportunity is created/assigned via CTA
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If the admin has configured the Salesforce workflow to send a notification when an opportunity record is created, the notification should automatically go if the opportunity is created from CTA too. Does this not happen?
Also, is this required only for opportunities or for other linked objects too?
Thanks,
Nitisha
To answer your first question, in this case the customer does not have SFDC configured to automatically send a notification. They like to selectively send notifications and thus are requesting the ability to do so from within Gainsight (maybe via a checkbox).