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Replace Date Field to the Employee Evaluation

Replace Date Field to the Employee Evaluation

Aug 6th, 2022

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How to Replace Date Field to the Employee Evaluation

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64 votes

[Music] welcome to automation of the week Im Brian Hayes and every Tuesday Ill walk you through step by step how to build out an Automation in Salesforce or marketing cloud account engagement to improve your business this week Im going to show you how to update a date field on a contact record when a particular type of task is completed this has a lot of different use cases but the one that were going to focus on today is one thats great for account managers so lets say for example that you run client reviews maybe once a year you meet with your customers and you review their account and their status and you make sure that theyre getting all the value that they should be getting from your product or service well if you have a practice like that its probably very useful for you to track when that last review was so Im going to show you how to create an automation thatll make the reporting much much easier another way to take a look at this is youre probably familiar with the

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