Workflow Use case

Cross object Processes :

Set Default Opportunity Name

The opportunity naming convention for some companies is Account Name: Opportunity Name. To automate the default name of each opportunity in your organization, create the following workflow rule.

Object	Opportunity
Description	Enforce opportunity naming convention.
Evaluation Criteria	Evaluate the rule when a record is: created, and every time it’s edited.
Rule Criteria (Filter)	Run this rule if the following criteria are met: NOT(CONTAINS( Name, Account.Name ))
Immediate Actions	Field Update: Set opportunity name to the following formula: Account.Name & ": " & Name
Time-Dependent Actions	None.

Set Target Resolution Date for Cases

This example illustrates how to automatically set a case resolution date based on the value of a field on the associated account. It uses a custom picklist field on accounts called Support Level, which has three values–Basic, Standard, and Premium–as well as a custom date field on cases called Target Resolution Date.

Use the following three workflow rule examples to automatically set the target resolution date of a case based on the support level for the related account.

Set Resolution Date for Basic Support

Object	Case
Description	Sets the case target resolution date for accounts that have basic support level to 30 days from today.
Evaluation Criteria	Evaluate the rule when a record is: created.
Rule Criteria (Filter)	Run this rule if the following formula evaluates to true: ISPICKVAL(Account.Support_Level__c , "Basic")
Immediate Actions	Field Update: Set the Target Resolution Date to Today() + 30
Time-Dependent Actions	None.

Set Resolution Date for Standard Support

Object	Case
Description	Sets the case target resolution date for accounts that have standard support level to 14 days from today.
Evaluation Criteria	Evaluate the rule when a record is: created.
Rule Criteria (Filter)	Run this rule if the following formula evaluates to true: ISPICKVAL(Account.Support_Level__c , "Standard")
Immediate Actions	Field Update: Set the Target Resolution Date to Today() + 14
Time-Dependent Actions	None.

Set Resolution Date for Premium Support

Object	Case
Description	Sets the case target resolution date for accounts that have premium support level to 5 days from today.
Evaluation Criteria	Evaluate the rule when a record is: created.
Rule Criteria (Filter)	Run this rule if the following formula evaluates to true: ISPICKVAL(Account.Support_Level__c , "Premium")
Immediate Actions	Field Update: Set the Target Resolution Date to Today() + 5
Time-Dependent Actions	None.