Versions Compared

Version Old Version 19 New Version Current
Changes made by

Content Writers

Content Writers

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Panel
panelIconId1f5e8
panelIcon:speech_left:
panelIconText🗨️
bgColor#F4F5F7

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.

image-20240905-052937.pngimage-20240905-053051.png

Application Areas

Decision action can be used in various salesforce application areas such as

  1. Dynamic Data Updates:

Panel
panelIconId1f5e8
panelIcon:speech_left:
panelIconText🗨️
bgColor#F4F5F7

For example, in Case Management, to automatically update the Status field of a Case object to Closed when a resolution note is added, indicating that the issue has been resolved.

  1. Data Aggregation & Calculations:

Panel
panelIconId1f5e8
panelIcon:speech_left:
panelIconText🗨️
bgColor#F4F5F7

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.