Overview
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.
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. |