When an Opportunity of Record Type='Execute' is closed a) Case of Record Type ='order management' should be created, routed to OM queue and OppId need to be populated on case.
b) When OM member close queue, Email has to be send.
Can I make it like this with workflow? or trigger?
- Setup >> Create >> Workflows & Approvals >> Workflow Rules >> New Rule >> Opportunity
- Evaluate the workflow "created, and every time it’s edited"
- Run the rule if the following "formula evaluates to true"
- Formula is this: ISPICKVAL(Execute, "Closed") but how to do it with case or to write trigger and how can I send the email template with workflow or trigger.