Using Process Builder to Create a Task

Question

I have no experience with process builder or writing formulas. I have been struggling to create a task that will remind the opportunity owner to contact the account associated with the opportunity, 365 days after the opportunity moves into the Business Won stage.

In the process builder, I set up the trigger (an opportunity is created) and defined a criteria with the first condition being:

• Field: Opportunity Stage Name
• Operator: Equals
• Type: Picklist
• Value: Business Won

I am trying to set a second condition to represent the amount of time that has passed. I want to only take the action of setting a follow-up task if the Opportunity Close Date is more than 365 days old. I attempted to set the condition as:

• Field: Opportunity Close Date
• Operator: Greater than
• List item: Formula
• Value: ?????

I know it needs to be Today's date - 365 but I don't know how to write it.

Any help would be appreciated. Thank you.

Answer 1

Consider using Time-Based Workflow to create the Task. Typically I would avoid workflow for field updates but this is Task creation so this could be solved either by process builder, or workflow. Can you accept using workflow time-based action or must it be process builder? A workflow alternative is below:

Evaluation Criteria could be "Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria"

Rule Criteria could be Opportunity: Won EQUALS True.

Time-based workflows can be monitored by system admins in the Setup Menu, and the docs describe how items in the queue enter/leave etc.

If you solve this using Time-based Workflow you'll probably want to read at least the docs below. As of January 2021 there are some relevant phrases in those docs to consider:

https://help.salesforce.com/articleView?id=workflow_time_action_considerations.htm&type=5 https://help.salesforce.com/articleView?id=workflow_queue.htm&type=5

relevant phrases from those docs (as of January 2021):

• "Evaluation Criteria"
• "subsequently meet criteria"
• "If the evaluation criteria is set to Evaluate the rule when a record is: created, the workflow rule evaluates its time triggers only once"
• "Deleting a record that has pending actions removes the pending actions from the workflow queue"
• "removed from the queue"

Here is an example: