In my Contact record I'm using a custom field of type date. I need to be able to create a new task record 30 days prior to the custom date field value. I tried using the standard process builder with following conditions: enter image description here

[Contact].Date__c Is null Boolean False
[Contact].Date__c Is changed Boolean True

Upon create of new Contact records via the process builder ISCHANGED() cannot be used because the value in the custom date field is NEW but not CHANGED and it will not enable scheduled action option. In other words the task I need to create 30 days prior to the custom date field will not work. To mention that I need this process to work on update as well.

Because it is obvious I cannot achieve what I need by using the standard Salesforce process builder I decided to use apex.

However the issue I face with apex here is the limit of apex scheduled jobs it is possible to submit up to max 100 batch jobs.

Please advise what else I can try to be able to create Task record 30 days prior to custom date field?


You should still be able to use Process Builder.

Remove the Is changed condition altogether and try marking the checkbox true on the Advanced -> "Do you want to execute the actions only when specified changes are made to the record?" as shown below:

enter image description here

This will effectively run itself on both insert and updates to the record's custom date field.

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    I tried what you suggested. There is no trace of the process in the log file. How can I find all time-dependent actions placed in the queue - scheduled for execution? – sfdcadmdev Jul 11 '19 at 21:22
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    @sfdcadmdev Try Setup -> Process Automation -> Flows. Look at the bottom section called "Paused or Waiting Interviews". I believe this is where Process Builder items show up when they're scheduled for execution. – Brian Miller Jul 14 '19 at 7:15

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