Let's Reconnect, thank you for making 2022 our best year yet.

Look Back
Business Rule based on field change in a custom object — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Business Rule based on field change in a custom object

Accepted answer
19
Views
5
Comments
edited Sep 30, 2019 12:06PM in Agent Desktop 5 comments

Summary

I want to initiate a rule when a custom field has reached a certain date

Content

Rule Types are Incident, Answer, Contact, Organisation, Task, Opportunity, Offer Advisor and Chat Rule Types.

I have some custom fields in a custom object how can I incorporate these into my business rule.

Is it possible, for example to have the custom objects added to the list of Rule Types so they can be selected?

What I want it to do when it has checked the date is to send a reminder email to the user which seems easier with Opportunity.

Does anyone have any examples of similar functionality. Thanks in advance.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!