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 |
| Send a reminder message to all customers that have an appointment tomorrow | Service Appointment |
Scheduled Start (SchedStartTime) |
equal to | TOMORROW |
| Send a message to a Lead that signed up three days ago | Lead |
Created Date (CreatedDate) |
equal to | N_DAYS_AGO:3 |
| Send a reminder to a customer who has an appointment on a specific date in the future - in this example 17 days |
Service Appointment
AND
Service Appointment |
Scheduled Start (SchedStartTime)
Scheduled Start (SchedStartTime) |
equal to
not equal to |
NEXT_N_DAYS:17
NEXT_N_DAYS:16 |