This request has come up again. I am on the latest version of on premise. Can anyone help? I am trying to create a workflow and/or (business process author) for new and updated opps. where I need to send an email if the opportunity expected close date…

I have added a custom user relation to the Accounts module for the Customer Service Rep who handles the account. Now I need to create a workflow that will assign the case to the CSR set on the account. I cannot figure out how to set this up though. The…