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The Decision action introduces logic into the workflow by making choices based on predefined conditions.
It’s essentially a control mechanism that dictates the flow of the process by evaluating certain conditions. If a condition is met, one branch of the workflow is followed; if it is not, a different path is taken.
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This action is crucial for workflows that need to react differently under various scenarios.
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For example, if a sales organization wants to prioritize accounts that have special relationships with key stakeholders whose names start with "Ryan." To automate this, they need a workflow that triggers certain actions when the Account Name starts with "Ryan" in Salesforce.   |
Application Areas
Decision action can be used in various salesforce application areas such as
Dynamic Data Updates:
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For example, in Case Management, to automatically update the |
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. |