I want to make an auto populated field within an account...

Question

What I would like to do is to have a field within an existing account that has an auto populated date within said field... The name and purpose of the field would be to have the next review date of that particular client. I would like to set the field to automatically have a date set to once a quarter so we can quarterly review the clients. Is this possible with the Group Sales Force that we currently have?

David Pier · Accepted Answer

Hey Donald,

It seems like you're on the right path, but the syntax of Last_Review_c doesn't seem correct. Try adding a second underscore before the 'c'. Does that work?

If not- you can click the 'Advanced Formula' tab and then hit the 'Insert Field' button once you've selected the last review field.

Hope that helps.

David

Duckyforce.com

Kiely Shimabukuro · Answer

I would like to base the date upon the last review date, another custom field that we have made. Or I can base it upon the creation date, either way. What I would like is to have every 90 days the date is populated so that the account manager can know to schedule a review for that company. I have tried to put:   Last_Review_c () +90   But it's not letting me put in Last_Review_c. Then I tried:   TODAY () + 90   It says there are no syntax errors but it does nothing to the field...

I want to make an auto populated field within an account...

More Help