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Topics#Sales And MarketingRon Gillette's Question
Ron Gillette asked in #Sales And Marketing
May 1, 2012, 12:08 AM

Can I create a task automatically based upon a date in a custom date field?

I have a custom created field in accounts. It is a date field and I call it 'LAST'. I want to automatically create a new task based upon that 'LAST' date field. For example we are 45 days prior to 'LAST' and I want to create a new TASK for the account owner to call the account.

 

If this possible???

 

Rg
2 answers
  1. Julia (Jules) Chee (Salesforce)
    May 1, 2012, 2:30 AM
    Hi Ron,

     

    Do you have workflows in your salesforce edition? It's auto included in enterprise or unlimited edition.

     

    If yes to above quetion, you can certainly do this by creating a time-based workflow rule for the Account object. Set the workflow time trigger to initiate on '45 days before LAST' and an action to assign a task to an account owner when the workflow is triggered against any account with LAST field being filled.

     

    Regards, Jules 
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