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Priya Sharma 57 Issue in Process Builder
Hi All,
I have a requirement and I am fulfilling this by creating a process builder. The crieteria is if the new record is created on contact object then execute the action and again excecute the action only if the new record is created on contact object after 6 months means execute the action 1st time the record is created and after 6 months if the record is created.
Please help me on this.
I have a requirement and I am fulfilling this by creating a process builder. The crieteria is if the new record is created on contact object then execute the action and again excecute the action only if the new record is created on contact object after 6 months means execute the action 1st time the record is created and after 6 months if the record is created.
Please help me on this.
Hi Priya,
You can use the Schedule action for this. For example you can refer this below link :-
https://www.simplysfdc.com/2017/12/salesforce-schedule-action-in-process.html?m=1
If the above information helps you, please mark it as best answer.
Regards,
Priya Ranjan
Actually the requirement will not fulfilled by Scheduled Action option.
I have a object named Enquiry.
Criteria: Action should execute when the record is created on Enquiry object first time after 6 month if the new enquiry record is created.
Action is start is a drip campaign.
I am stucked in the crieteria section how to implement this type of requirement.