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Ashleigh AlAshleigh Al 

Salesforce for a subscription/SaaS software, automating tasks based on renewal

hello there
we are subscription based

how does your tream track renewals? we are looking to add a field to the account object - would this be date based?

we would then want to automate a task when the renewal is reached - so would a date based value be best?

thank you
All our stuff is subscription based too!

We have a 'license' tied to each customer that has the date of renewel and we setup workflow rules + reminders off of this. DateTime field works just fine!
Angel BaldwinAngel Baldwin
I'm grateful for any advice or information about SaaS software. I've been working on this for a long time and trying to figure out how to build a saas product ( This source has been quite helpful in these matters. Thanks to this, I understood how to do it correctly and efficiently.