I am a new admin of my companies org and am quickly getting to grips with salesforce. I just need a helping hand to get my brain around a few problems I'm having.
1. Day counter.
I need to create a formula to pause and continue "TODAY () - Start_date__c " depending on the value of a custom picklist. IN BUILD or STOPPED. If the picklist is IN BUILD then run the formula if the picklist value is STOPPED then pause the formula at the current date until the picklist is switched back to in build.
2. Pardot Integration.
Depending on that day counter. we'd really like to have the contact on that opportunity on days 1,7,14 and 16 - to which automatic emails will be sent to let the customer know where their order is.
All help will be massively appreciated
1 answer
Hi Tom,
I know this is already an old post, but in case you still need assistance, I would recommend the use of a Workflow or Process Builder to perform a field update (something like a timestamp) whenever the picklist is set to a specific value. Instead of a formula, I believe you would need another workflow or process that calculates the total time spend in In Build status. I'm assuming you already have a Workflow that stamps the Start_date__c when the picklist is set to In Builder. Here is the 2nd Workflow that you need:
You can try a field update formula something similar to this:
IF( ISBLANK(Total_Time_Spent__c), TODAY() - Start_date__c, PRIORVALUE(Total_Time_Spent__c) + (TODAY() - Start_date__c)
Note that the workflow should trigger whenever the picklist is changed from In Build to Stopped.
Thanks!
