Re: [Custom Objects] How to target COs by a datetime field

Grégoire_Miche2
Level 10

Re: [Custom Objects] How to target COs by a datetime field

Hi Thomas,

Another way to go is to develop a bit on Nicholas idea of another field. I understand you are importing the CO's through API, not from SFDC.

Therefore, you could create another field in the CO, for instance 'Follow-up email date" and set the values of that field prior to import in the import file (= event date + 7)

The you would simply run a daily batch that would select every lead with a CO which "Follow-Up Email Date" is yesterday.

You would also be able to use this field in the velocity script for filtering.

-Greg