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Decision action can be used in various salesforce application areas such as
Dynamic Data UpdatesTask Management:
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For example, in Case ManagementTask Assignment, to automatically update the |
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assign tasks to specific users based on conditions like task type, priority, or due date. |
Lead Management:
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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 objectsLead Qualification, to automatically route leads to appropriate sales representatives based on lead status, source, or score. |