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To create a Call reminder on the creation of a new Contact, you can use the following condition in Process builder -
In the Criteria section, you can either choose No criteria, or if there are any criteria you can add that as per requirement.
In the Immediate Actions, Choose to create a record
To send is after 5 days scheduled it have the following condition -
& then just activate your flow.
Hope this helps you! If it does, please mark it as Best Answer if my reply was helpful. It will make it available for others as the proper solution.
Thanks and Regards
Suraj
All Answers
Hello everyone, I'm just studying and there was a question, help with it.
I think the task is executed in the Process builder
Thank you!
To create a Call reminder on the creation of a new Contact, you can use the following condition in Process builder -
In the Criteria section, you can either choose No criteria, or if there are any criteria you can add that as per requirement.
In the Immediate Actions, Choose to create a record
To send is after 5 days scheduled it have the following condition -
& then just activate your flow.
Hope this helps you! If it does, please mark it as Best Answer if my reply was helpful. It will make it available for others as the proper solution.
Thanks and Regards
Suraj
You can use the formula DATETIMEVALUE(TEXT(TODAY()+5)+" "+'12:00:00') as you want to create the call reminder after 5 days.
(Whenever the system auto-generates a time value, it is created based on the GMT zone (Greenwich Meridian Time). If you are based in the United States, this means that when a time value is created by the system without a specific time, it is set to 12:00:00AM GMT, which is 4-9 hours ahead of the US time zones!
Don’t worry, your users don’t have to deal with those 11 pm task reminder alerts from their phones anymore.
To compensate for this, you’ll need to pass a time in your formula or process, in GMT, before Salesforce converts it into a date/time. How many hours ahead can be determined by using a handy time zone tool, like www.thetimezoneconverter.com (http://www.thetimezoneconverter.com.)
Once you know how many hours ahead or behind of GMT your time zone is (CDT – Central Daylight Time – is -5 GMT) you can add the inverse of that number to the time that you wish to have your reminder set. So if you want a reminder set for 9:30 AM CDT, you would need to use (9.5+5=14.5) 14:30:00 as your time value (DATETIMEVALUE accepts a 24-hour time value, so you don’t need to worry about an AM/PM designation)).
Thanks & Regards.
Suraj