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The Switch action is an advanced decision-making mechanism that efficiently handles multiple possible outcomes or conditions.
Unlike simple if-else conditions, the Switch action tests a single variable or expression against a predefined set of values. Based on which value matches the variable, the corresponding action is executed.
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This method is especially useful when there are numerous possible outcomes, as it avoids repetitive and nested conditions, simplifying the workflow.
It is often used in situations where a workflow must take distinct actions based on user choices, status updates, or other distinct categories of input data.
Let’s explore the screens that follow, after drag-n-drop of Switch action on workflow canvas.
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For example, if a sales organization wants to assign leads to different sales representatives based on the lead source, they can use workflow here, suppose there are two sales reps namely    |
Application Areas
Assignment action can be used in various salesforce application areas such as
Account Segmentation:
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For example, in Account Management, to assign different account managers or apply different business rules based on account characteristics, such as industry or region. |
Data Aggregation & Calculations:
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For example, in Summarizing Data, to calculate and assign values such as total revenue or average deal size to a custom field on an Account or Opportunity record by aggregating values from related objects. |