1 Reply Latest reply on Feb 22, 2016 9:19 AM by Grégoire Michel

    Can wait step be set to pull from SFDC field?

      We want to have a wait step in place to trigger an automated renewal email to be sent to our customers based around a future close date field we have created in Salesforce. Essentially, the wait step would wait until 60 days before the date in that field to send them a renewal email. We would be able to do this on a broad monthly basis by setting the wait step to wait 10 months after the activity occurs, but the issue is that the date will change depending the length of the contract our customers negotiate.

       

      Any help here would be greatly appreciated. Thanks!