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Ashleigh Al
Salesforce for a subscription/SaaS software, automating tasks based on renewal
hello there
we are subscription based
how does your tream track renewals? we are looking to add a field to the account object - would this be date based?
we would then want to automate a task when the renewal is reached - so would a date based value be best?
thank you
we are subscription based
how does your tream track renewals? we are looking to add a field to the account object - would this be date based?
we would then want to automate a task when the renewal is reached - so would a date based value be best?
thank you
We have a 'license' tied to each customer that has the date of renewel and we setup workflow rules + reminders off of this. DateTime field works just fine!