Time based Triggers - Salesforce Workflow | XM Community
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Time based Triggers - Salesforce Workflow

  • 25 July 2023
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Hi All!

I am looking to take our Relational Survey from a single event (1x per year) to a daily pulse out to our customers (meaning our customers would receive a survey invitation every 6 months based on the date they purchased one of our products and that process would run daily). 

The issue I am running into is a time based trigger in a salesforce workflow. I have set it up to use the Account object (where the original date of purchase is located).  I’m not sure what I should be entering in the “required field” (see screenshot below).

Has anyone ran into a similar situation? Am I doing something wrong here? Any help would be greatly appreciated!

 


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