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Workflow Rules

Question asked by Jeff Clark on Jun 29, 2017
Latest reply on Jul 12, 2017 by Jeff Clark

Currently we have workflow rules set up in Salesforce to send Sales Reps a task every 14 weeks to remind them to call Leads.  We want this to be continuous, but Salesforce only allows a set number of rules in a workflow.  So the workflow ends and the Sales Rep has to edit the record when the workflow rule ends and put them back in the strategy to start over again.

 

My question is, is there a way to set up a workflow rule in Marketo, where just a task is sent to the Sales Rep every 14 weeks to tell them to make a phone call, that would be continuous and not end?  It wouldn't include sending emails.  It is a simple task that would go to the Lead or Contact record that will simply say make 14 week phone call to follow up.

 

I may not be using the proper language to explain this, but I hope someone understands what I'm asking.

 

Any help is appreciated.

 

Thank you

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