[SalesForce] Last 30 days formula in process builder not working

Creating a PB that will update a checkbox on the Lead to True if,
1) Status = Completed (this is done)
2) Due Date is within the last 30 days.

When I try to create a formula for that and use LAST 30 DAYS in the PB it doesn't work, I get an error: "The formula expression is invalid: Syntax error. Found 'LAST'".

How do I create this PB so that it can check to see if there is a task that has been completed in the last 30 days (using the due date, not last modified date or created date)

Best Answer

You'll want to use the built-in DateTime function TODAY(), and then simply subtract 30 from it. Thus your formula for the Due Date field would be DueDate >= the following:

TODAY() - 30

Related Solutions

[SalesForce] Trigger on Tasks to change Lead Status

It's the "WhoId" not the "WhatId" that links to Leads. Change that in your code and you should be good.

Also it looks like you have your if statement backwards, changing Leads with Status of 'Contacted' to Status of 'Open'. Your question says to change from 'Open' to 'Contacted'

[SalesForce] Using ISCHANGED(ISPICKVAL(StageName)) in Process Builder Formula

Your first formula was probably the closest. Here's the revised version.

The IsPickVal function requires two parameters, separated by a comma. The IsChanged function requires one parameter, the field to check for changes.

OR(
  AND( ISPICKVAL([Opportunity].StageName, "Prospecting"),
       ISBLANK([Opportunity].NextStep) ),
  AND (ISPICKVAL([Opportunity].StageName, "Prospecting"),
   ISCHANGED([Opportunity].StageName),
  NOT(ISBLANK([Opportunity].NextStep)),
  NOT(ISCHANGED([Opportunity].NextStep)) ) )

Best Answer

Related Solutions

[SalesForce] Trigger on Tasks to change Lead Status

[SalesForce] Using ISCHANGED(ISPICKVAL(StageName)) in Process Builder Formula

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