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Chrissy Thompson 7Chrissy Thompson 7 

Update a record if Today = Date Field

How can I update a Contact Record Field, IF Today's Date "DD/MM" value = Account Date Field Day and Month? I need this to happen without having to edit a record. 

Account: Has a Renewal_Date__c of January 1 (year does not matter - should I do a Date field or text for this?)
Contact: Update a Amount_Field__c to $0, IF today is January 1 (again year does not matter)

Thanks!
Rajesh3699Rajesh3699
Hello Thompson,

here is my inputs. You can use Time Dependent Workflow on Contact.
Create a formula field on Contact, which is exact value of the Account Date Field.
Create a time dependent workflow on the Contact and give the condition saying " 0 Days After "New Formula Field" "

User-added image

LinkedIn:  https://in.linkedin.com/in/rajesh-adiga-p-b3611ba7



 
RKSalesforceRKSalesforce
Hello,

PLease create Formula field on Contact as suggested by Adiga. Your workflow shoul look like below:
User-added image

Please let me know if you have any question and Mark as best answer if helped for others help.

Regards,
Ramakant
Chrissy Thompson 7Chrissy Thompson 7
Hi All! Would this fire even if the record is not updated/edited/saved? I am thinking a trigger is required to do this. Is that correct?