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use cases for the four Workflow Actions

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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.

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