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.