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Tip of the Week – Task Reminders with Salesforce Process Builder

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.

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-Ryan and the CMB Team