How to
Using Salesforce Date Formats and Date Literals as criteria
Pendula supports the use of Salesforce Date Formats and Date Literals in the criteria fields of the following triggers and actions:
Some common examples
To | Object | Field | Operator | Value |
Message all customers who have Contracts that have an End Date in the next 30 days | Contract | Contract End Date (EndDate) | equal to | NEXT_N_DAYS:30 |
Reach out to customers who have not interacted in the last 90 days | Contact | Last Activity (LastActivityDate) | less than | LAST_N_DAYS:90 |
Send a birthday message to any customer celebrating their birthday this week | Contact | Birthdate (Birthdate) | equal to | NEXT_N_DAYS:7 |
Send a birthday message on a customer's birthday | Contact | Birthdate (Birthdate) | equal to | TODAY |
Send a survey to customers 48 hours after their Case has been closed | Case | Status (Status) AND Closed Date(ClosedDate) |
equal to equal to |
ClosedLAST_N_HOURS:48
|
Get an Invoice that was created this month | ContentDocument |
CreatedDate |
less than | THIS_MONTH |