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.