Updating account status field based on date field criteria - automation
Scenario:
I want to be able to automate the process of updating our account records to status-idle IF the account does not have an attached completed SalesOrder within the last 30 days.
So I have created a new date field on the Account record called "Date Of Last Booking" and every time a SalesOrder is completed, I have an automated task to update this field to "execution time+0d" (the same date the rule is executed).
This is as far as I've been able to go so far. Do you have any more suggestions? I want the account record to update to idle automatically once the difference between Date Of Last Booking and todays date exceeds 30 days.
Any ideas?