Account fields:
Contract renewal date: 3/12/2018
90 Day: 12/12/2017
60 Day: 1/11/2018
30 Day: 2/10/2018
7 Day: 3/5/2018
Contact field: Nearest Renewal Date: 12/12/2017
I will be the user filling in contract renewal date. Once I fill in contract renewal date, the 90, 60, 30, and 7 day renewal dates are auto-populated via a process. These are all date fields populated via a formula (via process builder). Once the renewal dates are auto-populated, I also need a field on the contact auto-populated, this field is called Nearest Renewal Date. This field is a date field and will probably be populated via a formula in process builder, depending on what we come up with. The nearest renewal date cannot be a date that has already passed, it must be the next renewal date coming up. How do I build a formula to do this?
3 risposte
Thank you so much Sunil. I forgot one other aspect of this formula. I only want this formula to be calculated for contacts who have a Contact Type value selected. Contact Type is a multi-select piclist and the values are: Business Contact, Technical Contact, Procurement Contact. Not every contact will have the Contact Type filled in.
