sarahfelldown

sarahfelldown
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‎06-15-2020 06:01 PM

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Create Task only on Business Day?

by Level 1 in Product Discussions
‎06-15-2020 02:39 PM
‎06-15-2020 02:39 PM
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:     ... View more

Re: Set Task Due Date Day Range

by Level 1 in Ideas
‎06-15-2020 02:31 PM
‎06-15-2020 02:31 PM
I'd also like this... I have tasks auto generated for my broker when someone fills out a form on our landing page, so sometimes these tasks are set to be due over the weekend, so when he gets to work on Monday, they are overdue (and apparently hard to locate when they're overdue) so he asked if I could have them set to weekdays only, but I'm not sure how. ... View more
Public Statistics
Date Registered ‎06-15-2020 02:23 PM
Date Last Visited ‎06-15-2020 06:01 PM
Total Messages Posted 2
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