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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
Task Management:
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For example, in Task Assignment, to assign tasks to specific users based on conditions like task type, priority, or due date. |
Lead Management:
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For example, in Lead Qualification, to automatically route leads to appropriate sales representatives based on lead status, source, or score. |