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Kayla Even 8
First Year Term end date
When we write contracts and have that information in Salesforce, we are trying to figure out a way to automate based on the contract start date and contract end date, how to populate the First Year Term end date. So if a contract is from 7/30/2021 to 6/29/20204, we want to populate in teh First Year Term End Date 6/28/2022.
Hi Kayla,
You can use Process Builder or Workflow to update the field 'First Year Term end date' based on certain condition.
https://www.youtube.com/watch?v=7zWUMNTWsXk
Note:- You can define the logic based on your requirement
Regards,
Priya Ranjan