Hello Salesforce experts, I am creating task automation for my CSMs to have reminders of upcoming renewals that are a rolling 90 days out. Additionally they will receive a task on the actual date of renewal, to ensure everything is processed in a timely manner. The issue that I am having is that I built a time-based workflow, and instead of only providing them renewal reminder tasks at the 90 day marker, they are receiving them every day for any renewal within 90 days. What is the proper logic that only pulls on that specific day? For reference, I built this as a time-based workflow to run daily, capturing proper renewal opps. From there, a decision tree is listed for a) 90 days, b) day of, or c) default outcome of no action. The outcome for 90 days prior is simply "Close Date = Today()-90". How should this be adjusted? On the surface, it's an "equals only" and not a "less than or equal to". Thank you!
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Anywho, for the 90 days prior path in the decision element, the criteria should be as follows:
{!$Record.CloseDate} = {!TodayPlus90}
Where {!TodayPlus90} is a custom formula variable that looks like this:
TODAY() + 90