Repeating Salesforce Workflow actions every x days

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I'm a salesforce administrator, and every 90 days, I'm supposed to generate a new task based on a date.

I made a workflow rule that creates a new task 90 days after the data has been filed (Initial bill date 2 in my case).

The data field on which I'm basing my calculations is a formula field. I attempted to update the field by adding 90 (Initial Bill Date 2 + 90) using a field Update action, however I read Workflow rules considerations:

Prior to email notifications, tasks, and outgoing messages, field updates are made. -Field update action is not accessible for read-only fields such as formula or auto-number fields.

I've established a workflow rule that starts a time-dependent new task 90 days after the initial bill date 2. I'm having trouble figuring out how to do this every 90 days.

Is there anyone who can provide an answer?
Mar 16, 2022 in SalesForce by surbhi
• 3,810 points
238 views

1 answer to this question.

0 votes

Workflow Rules and Process Builder's time-dependent operations do not repeat. For each eligible invocation of the Workflow or Process, the platform enqueues them exactly once. That is, the record is modified, it meets the Workflow's entry criteria, and then a single time-dependent action is enqueued.

You can create chains of declarative automations to update records in such a way that Workflow criteria are reevaluated and actions are rescheduled. This, on the other hand, is complicated, difficult to reason about, and prone to errors. Furthermore, the processing limit for time-dependent activities is only 1,000 per hour, which is quite simple to exceed if you use the feature frequently.

Instead, consider using an open source programme like Doug Ayers' Mass Action Scheduler to automate certain actions.

Hope this helps!

Learn more about Salesforce workflow actions here by enrolling in Salesforce Certification Training.

Thanks!

answered Mar 17, 2022 by CoolCoder
• 4,400 points

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