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Ti Saunders 8
Automatically Change Field After a Certain Time
Hello,
The way my organization is setup, accounts need to transfer from one sales rep to another after 60 days of existence. Is there a way to automatically change the "sales rep" field we have on the the account after 60 days, or do we have to do that manually every time?
Thanks in advance!
The way my organization is setup, accounts need to transfer from one sales rep to another after 60 days of existence. Is there a way to automatically change the "sales rep" field we have on the the account after 60 days, or do we have to do that manually every time?
Thanks in advance!
You can use Time Dependent Workflow for update the fields. Set Time as 60 days from Created Date and Update the field through update action.
Thanks,
Prem Anandh
A lot of these accounts are being converted from leads, so will this methos still work? Is there a way to have it automatically change 60 days from when the conversion from lead to account took place?
https://developer.salesforce.com/trailhead/business_process_automation/process_builder
If yes, You can go ahead with this approach.
Still users are facing some issues on Process Builder. Also, compartively workflow, process builder is bit heavy for processing the records.