Skip to Content, PHP, MySQL, Javascript, Ajax, Htacces

use cases for the four Workflow Actions

Be First!
by September 23, 2012 Uncategorized

use cases for the four Workflow Actions

Create tasks: New/In-Progress/Close opportunity and create a task to follow up with client in 90 days for sales rep or CSR.

Send emails: Case resolution time was greater than 4 days, CSR management with case details.

Update fields: When creating an opportunity change the name of the opportunity to include “Account Name – Opportunity Name”. This way if you search for ABC company you can see all opportunities on the search as well.

Send outbound message: On opportunity close/won and sale requires shipped product, send outbound message to order fulfillment program.



Leave a Reply