The process works but from testing, if I enter a crazy Contract End Date (e.g. 2024), and then change the date to today + 6 months + 1 day, the new Opp is created tomorrow.
My understanding was, unless the Contract End Date is blanked, saved, and re-entered, the scheduled process would've only checked itself in 2024 if the criteria was still valid. Or do scheduled processes check themselves daily?
6 risposte
Lawson, the scheduled process/action will be re-evaluated everytime you change the date that is referenced in the time trigger which in your case is the: Contract End Date
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If you change the referenced field value and the schedule hasn’t been processed, Salesforce recalculates the schedule associated with that field.
For example, if a process is configured to email an opportunity owner seven days before the opportunity close date and the close date is set to 2/20/2014, Salesforce processes the schedule on 2/13/2014 and sends the email. If the close date is later updated to 2/10/2014 and the schedule hasn’t been processed yet, Salesforce recalculates the schedule and sends the email on 2/3/2014. If Salesforce recalculates the schedule to a date in the past, Salesforce executes the associated actions shortly after you save the record.
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Source:
Process Scheduled Actions Considerations
