Hi everyone,
I'm trying to create a Scheduled Workflow to store a value in a custom field on the Customer record. I followed a suite answers article and it worked perfectly but it wasn't a scheduled WF (it was event based) and I didn't want to edit and save every customer (don't have any developers to create a script). Can anyone help?
I followed this, but didn't understand what the purpose of the second saved search was or if I was creating it correctly:
https://rmnsug.files.wordpress.com/2020/01/store-a-dynamic-field-tip-and-trick-1.15.2020.pdf