Basically, the last stage in our sales path is called "Start". I have created an additional stage that is not present on the kanban view of the sales path called "Past 90" which is relevant for the sales team to know at a glance.
How can I create a workflow that would automatically update the field "Stage" on the opportunity from "Start" to "Past 90" after the opportunity has been in "Start" for 90 days.
I know that we have the field "Stage Duration", but from what I read you cannot show it as a field on the opportunity based on what I read.
Any insight? Thanks!
9 respuestas
Create a Time-Dependent Workflow like this:
Evaluation criteria:
Rule Criteria:Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria
Add a "Time Trigger" :TEXT(StageName) = "Start"
90 days After Rule trigger date
Finally, Add a "Field Update" action under this time trigger to update the Stage to "Past 90"
Here is how it will work:
Once the stage is updated as "Start", a field update will be scheduled 90 days from rule trigger date which updates the stage to "Past 90".
To monitor scheduled actions :
Monitor Pending Workflow Actions
https://help.salesforce.com/articleView?id=workflow_queue.htm&type=5
Your completed WFR will look like this :
To understand about time trigger :
Add a Time-Dependent Action to Your Workflow Rule
https://help.salesforce.com/articleView?id=workflow_time_dependent.htm&type=5
