We have a Current Grade field on our student Contact record. We would like it to update the Current Grade picklist value every year on July 1. I'm still new to Process Builder and formulas, and am not sure how this works. Here is the formula so far and I think it says "If today is July 1 of any year, update the Current Grade picklist value from this to this....I get an error of The formula expression is invalid: Syntax error. Found ')'
Also, if I'm following best practices and 1) using PB instead of WFR, and 2) a single PB for each object, is there anything I need to consider when this should occur only once per year? Will it be slowing anything down if SF is constantly assessing the date on this? Anything to prevent that? Not really sure the question to ask here, but hopefully you get the idea. Thanks!
IF(TODAY()=Date((),7,1), CASE(c4g_Current_Grade__c, '12th','Alumni', '11th','12th', '10th','11th', '9th','10th', '8th','9th', '7th','8th', '6th','7th', '5th','6th', '4th','5th', '3rd','4th', '2nd','3rd', '1st','2nd', 'K','1st', 'Pre-K','K', Null)