Is there any feature in sales force that can automate posting on chatter January every year?. I tried using workflow and process but the only available schedule is Days/hrs.

  • Can you elaborate your use case with an example and post what you can tried – Santanu Boral Dec 5 '18 at 7:13
  • @SantanuBoral Ok sorry for that :) . Do we have any automation tool that will automatically create a chatter post every January 1st. Example use case is if Opportunity's stage is edited it will create a post on a chatter January next year. – hpmacugay Dec 5 '18 at 7:26

One possible solution using process builder that I can think of is that you can create a 'Date/Time' field say 'PostonChatterDate' on the Opportunity. Now the date and time value of 'PostonChatterDate' field should be updated first, say to 1st Jan/2018 00:00:00. Then from process builder under schedule actions we can set action firing time to '1 Hour After PostonChatterDate' and add action 'Post on Chatter'. Set the entry criteria as needed.

  • The other option I have in my mind is to create a scheduled batch and trigger it with crontab. Thanks again. – hpmacugay Dec 5 '18 at 8:53

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