Collect Information from Users and then Operate on It with Visual Workflow Process Automation

Collect Information from Users and then Operate on It with Visual Workflow Process Automation

7 209 views | 22 Jun. 2016

Salesforce trailhead challenge how to ... I normally don't feel right about posting the answer, but on this one they don't give you the training necessary to finish it. You might want to try doing it yourself using different parameters just to make sure you got it down.

AnAnthropologist

Dave, I really appreciate your walk through. I learned a lot from this!

Nikita Chizhik

Thanks for help.Although now there is no visualforce in the task explanation is still very plain. Would be great to see such explanation everywhere) trails are very often don't explain what they want to explain. I would remake them.

Wendy Peterson

Thank you so much, Dave. I was trying to figure it out on my own and was close but the Close Date had me stumped. Excellent detailed walkthrough!

Sreenivas Voore

Nice walkthrough. .

Just change the CloseDate formula, so it doesn't fail if the month is December to this:

DATE(
YEAR( TODAY() ) + IF( MONTH( TODAY()) = 12, 1, 0),
IF( MONTH( TODAY()) = 12, 1, (MONTH( TODAY()) + 1)),
DAY( TODAY())
)

Mohsin Zidane

Amazing! Thank you for the detailed walkthrough. btw, to get the next month, I didn't write any formula, I just clicked on the calendar on the right and chose the date that corresponded to 1 month from today and still got the challenge right.