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For example, if a user wants to automatically update the "Status" field of a Case object to "Closed" when the "Resolution" field is populated with a resolution note, indicating the issue has been resolved and not manual intervention in between, basically automate the process through workflow. For this the user must assign the Closed value to Status field. For this we can use Assignment Action like this:

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Application Areas

Assignment action can be used in various salesforce application areas such as:

  1. Dynamic Data Updates:

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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:

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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.