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ldmnky newbie trying to update a contact record based on a related case closure
I am building workflow rules to email out support surveys upon case closure. The issue I have is that I want to exempt contacts from survey emails for 45 days after one has been sent.
This is what I have so far and what I am missing:
1. Case Closed
2. Workflow rule Check Contact field ContactSSD
3. if ContactSSD less than 45 days from Today
a. Do nothing
4. if ContactSSD 45 greater than 45 Day or Null
a. Send Survey email to Contact.
b. Update Case field CaseSSD with Today's Date
c. Update Contact field ContactSSD with Today's Date.
I have everything built with workflow rules except for 4c. I know I need an Apex Trigger to complete
this action. I believe that I could use the Field Update on 4b to trigger the apex trigger. I am I going about this the right way?
Thanks,
This seems like the most logical path as you can not reference a seperate object in the same workflow field update.
Yes your approach looks fine. And I believ thats the only way to do it.