Salesforce Add Months To Date

Monday, November 14th 2022. | Sample Excel

Salesforce Add Months To Date – You can use date stamps to record the date or time a particular field was changed in Salesforce. This is commonly used to get the date a lead entered a particular level or the date a lead was first applied. These fields can be used in reports and dashboards. Let’s see how to set this up and use some examples.

The best way to get stamped in Salesforce is to create a workflow rule that updates the field.

Salesforce Add Months To Date

Salesforce Add Months To Date

Create a workflow rule and select “Create and edit anytime” as the review criteria. Next, add a filter for your rule condition. In this example, we will stamp the field if the “MQL is accepted” checkbox is checked.

Update Rules With Formulas In Mass Update

Add a workflow step to update the date field. Select Use an expression to set a new value. The formula must be set to TODAY() unless the field is a DATE/TIME field. If so, it should be set to NOW().

All that’s left now is to enable and test the workflow rule. The completed workflow rule looks like this:

Create a workflow rule and select Every create and edit as the review criteria. If the formula evaluates to TRUE, select this workflow shortcut to add the formula. In this example, we want to output a field when the lead level is updated to recycle, so the expression would be ISChanged(Status) && ISPICKVAL(Status, ‘Recycle’) .

If you want the date field to print only if it is currently empty, you can change the formula in your workflow.

Adding Months To A Calculated Date In Salesforce

Now that you’re a date stamp expert, you can create a formula field to calculate the number of days between dates. These fields can be used in reports to show how many days it took to reach a certain stage or how long it took to generate a lead. Below is an example of a formula field that calculates the number of days from when a lead was created until the MQL date.

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