I currently have a Flow set up where, when someone fills out the form on our landing page and receives our File Download email, a task is created in Salesforce for my broker. Problem is, if someone does this on a weekend, the task gets set with a due date on the weekend. Come Monday, they're overdue and he says that he has trouble locating these overdue tasks. Finding them is obviously a Salesforce issue, but if I could just fix it by having Marketo only set tasks to be due M-F, that'd be the easiest solution. Does anyone know?
Here are my Smart List and Flow:
Yep, that should be possible.
You can use advanced wait steps to only advance to the next flow step in the next business day.
More info here: https://docs.marketo.com/display/public/DOCS/Use+a+Duration+in+a+Wait+Flow+Step.
I would use "Duration", then an arbitrary time such as 1 minute, with "Mon-Fri" 9am selected. This means that it will wait one minute, then delay until the next instance of a weekday 9am.
Downside is that now it won't be "instant" - it will now wait until 9am on that business day before pushing them through. There might be a way around that, but I can't think of it right now if there is.
Wow - you can do an addition on "change data value" like that? I had seen that done with beta functionality but I haven't seen it like that!
Yeah, for a long time now!
Thank you for your contribution. However, in my case it solves only part of the problem. For example I need the tasks to be created from Monday to Friday but also to be created during working hours. Example: Monday to Friday from 8am to 5pm according to the time zone of the Salasforce user. Because we have SDR's in different countries.
Any idea how I can solve it?
Did you check out my update above?