You can use ^TODAY+X in the Update Value of your worklfow rule.  This will update a date field with a variable date.  If used on a date/time field it will also apply the current time. A few things to note: ^TODAY+X is case sensitive so all caps X is the number of days that you […]

In Salesforce, task driven workflow is important and we often have the need to trigger a workflow rule when a task is completed.  For example, when the first initial contact call is made, update the status and create a follow-up task.  Below is a workflow rule where we make use of the “Latest Activity Subject” […]