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How can I create a formula in process builder?
I need to create a formula in Salesforce process builder which implies- if the status is not completed and the invoice date is 30 days overdue, then we have to send the "assigned to" user an email to remind them that they have to follow up. How should this formula be written?
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1 Reply
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Hii Audrey,
Based on your condition, you can build an formula and select an formula check box in process builder to create a formula for the entry criteria. Below is the formula which will trigger a process flow once the condition is satisfied to true.
IF((ISPICKVAL([Opportunity].StageName , 'Closed Lost') && [Opportunity].CloseDate + 30 == TODAY()), true, false )
Thanks.
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