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manage past due opportunities with process builder
I need to automate to change the stage of past due opportunties after they are 15 days past the 1st of the current month. I have tried doing this in process builder but not sure how to write the formula for the "Close Date" field.
What is the best way to manage past due opps so they automatically change status if they have not been updated in the required time my company requires?
What is the best way to manage past due opps so they automatically change status if they have not been updated in the required time my company requires?
TODAY() - 15
https://success.salesforce.com/answers?id=9063000000158clAAA
https://medium.com/@apeattie/salesforce-process-builder-best-practices-24e674b2b2b1
https://venntechnology.com/2015/04/automating-salesforce-com-with-process-builder/
https://automationchampion.com/learning-process-builder/
Based on my analysis, you can't use the process Builder to do this. Process Builder always has the condition as when the record is created or updated. So Opportunity has to be updated to trigger the Process Builder, but in your requirement, no one is going to update Opportunity. System has to search for all the Due Opportunities on 1st of every month.
We have 2 Options:
1. Asynchronous Apex job call.
More details on this
https://trailhead.salesforce.com/en/content/learn/modules/asynchronous_apex/async_apex_scheduled
2. In Asynchronous Apex job call, just update a Dummy field on Opportunity record and then call the process builder when this dummy field is updated.
Thanks,
Narendar