-
How can I create a formula in process builder?
I need to create a formula in Salesforce process builder which implies- if the status is not completed and the invoice date is 30 days overdue, then we have to send the "assigned to" user an email to remind them that they have to follow up. How should this formula be written?
-
1 Reply
-
Hii Audrey,
Based on your condition, you can build an formula and select an formula check box in process builder to create a formula for the entry criteria. Below is the formula which will trigger a process flow once the condition is satisfied to true.
IF((ISPICKVAL([Opportunity].StageName , 'Closed Lost') && [Opportunity].CloseDate + 30 == TODAY()), true, false )
Thanks.
Log In to reply.
Popular Salesforce Blogs
Salesforce for the Freight and Logistics Industry
Contents 1 Introducing Salesforce for the Freight and Logistics Industry 2 Challenges in the Logistics Sector & How Salesforce CRM Helps 3 How is Salesforce CRM Beneficial for…
How to Get the Failed Records Through Database.Insert/Upsert | Salesforce Developer Guide
Salesforce provides a variety of options for DML. Consider a hypothetical requirement where you need to save the data from a file into your database.…
15 Must-Have Productivity Tools for Salespeople Utilizing Salesforce in the Field
Mastering the right “on-the-go” sales tool is ultimately the best weapon for making sales reps 10x more productive and sales managers 10x smarter – continue…
Popular Salesforce Videos
Salesforce Admin Beginners Tutorial - 3.1 - Salesforce Platform Basics
Salesforce is an innovative tool that can be very powerful when used properly. That’s why it’s important to find effective and trustworthy ways to learn…
Can I Get a Job by Just Learning Salesforce Admin?
In this Video Shrey covered the following questions: 1. Can I get a job by just learning Salesforce Admin? 2. Can you start a career…
What is Campaign Member in Salesforce? | How to add Leads and Contacts in Campaign object's record?
This video explains Campaign Members in-depth. Let's discuss the following things in this video: 1. What is the significance of Campaign members in Salesforce? 2.…