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KIBL
Uncheck a checkbox at the beginning of the month
We need to have a 'First Call" checkbox on the lead page layout. We would like the checkbox to be 'unchecked' at the beginning of each month. I believe I want a workflow here but I don't know the formula.
Any help would be appreciated.
Hi,
You have to schedule using a batch process. This you can do by using cronkit, it is a free application in an appexchange.
I hope this will help you.