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.

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I am Sakthivel Madesh, a certified Salesforce Advanced Developer & Administrator working on Salesforce Technology since 2011. I am currently working in Techforce Services as Sr. Salesforce Developer. I have worked on multiple technologies Like PHP, Java, Salesforce, I am very passionate about Salesforce and to earn 15x Salesforce Certification. I love Trailhead for learning Salesforce Skill and Become a Trailhead 5x Ranger too. I Love to Learn & Share my Salesforce knowledge to Salesforce Learners/Beginner using My Blog and Salesforce Community.

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