Tip of the Week – Task Reminders with Salesforce Process Builder
Salesforce is a highly customizable system. However, this customizability often comes with a cost. Take the Process Builder’s Task Reminder feature for example. Task Reminders can be set for any date, time, and individual, anywhere in the world. However, this also means that you have to do a some planning and a little math to make sure that everyone gets the correct reminder when they really need it.
The default time zone for these reminders is Greenwich Mean Time. So don’t just go and set your timer for 10am, because you won’t get local time, you will get 10am GMT! Who needs a timer that goes off in the matter of the night? Instead, you have to do some quick math based on your time zone difference to GMT and enter that as your Task Reminder ETA. Simple and effective.
Click Here for More Info on Process Builder!
-Ryan and the CMB Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
