we have a problem and I wonder if anyone had a creative solution for it.
We need to build a Smart List that finds all customers whose contracts expire in exactly 90 days. Usually - and if that date field with the contract expiration were a lead field - we'd use the combination of filters described by Marketo here:
Now, that doesn't work for Custom Objects, if a person has more than one CO. Filter 1 might return persons with CO 1, filter 2 might return persons with CO 2, but none of the two COs actually satisfies both filters combined.
Has anyone faced this and found a solution for it?
With this sort of date filters I tend to use the Schedule options available to allow a person to run through the flow once per x period (90 days in your example). Not entirely sure I understand your use case, but it allows you to only set the "in future 91 days" and let the schedule take care of the fact that the person only flows through once.
Unfortunately, don't think the Schedule approach solves for this CO case.
If you can have multiple contracts that are active simultaneously and whose expiration dates are not a full 90 days apart, then you will miss some.
This is exactly when I mirror the DateTime field to another DateTime field on the object. 🙂
Thank you both!
Katja - I will have to look at the schedule and its options. Thanks for the idea!
Sandford - could you elaborate a little on your "mirror the field" approach? I don't get it yet.