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Pankaj Parihar workflow on date change
Remind the opportunity owner and senior management when the close date is approaching for a large deal, an opportunity that has an amount greater than $100,000. Also, create a follow-up task for the opportunity owner if the deal is still open when the close date passes.
You can achieve using workflow Rule.
1. Create a Checkbox field in Opportunity
2. Create a workflow, select the 3rd criteria and check the closeDate is not null. and Next create a Time-Based Rule after the Closedate Days After 1 and do field update of TRUE to the Checkbox.
3. Create a another workflow rule, and check condition CheckBox is TRUE and additonally, check Amount > $100,000 and CloseDate is Greater than Today and Stage is still open. Then click Next Create a Task for that Opportunity.
Thanks...
If it helps you, please mark is as best answer, so it will be helpful for other developers.
tnx but i didn't get the 2 point..
Actual, you need to create a Time-Based Field Update, So in Time-Based Select Close Date After 1 and do field Update (Checkbox = TRUE). That way, you have Update a Checkbox field to TRUE after the Date of CloseDate. Hence, now 2nd workflow rule run and your conditions to check your requirement, Finally Task has been created after the Close Date.
FYI,
Thanks...
Reference: https://help.salesforce.com/articleView?id=workflow_time_dependent.htm&type=0
how i will get that it is running...
plz hindi m samja do ik baar pura.
You can check in Setup - > Time-Based Workflow
It will listout all the future events.
Thanks.