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Configure formula field to calculate Anniversary dates(every 6 months)


Userlevel 2

In the below document, I have explained how to calculate the every 6th month anniversary dates and store in a separate field so that we use it to send surveys( whenever you wants to send NPS survey who completed 6 months), use it in rules and reports wherever required. Since I am creating a formula  field in Sfdc and bringing it into Gainsight, this work-around will be applicable only customers on salesforce platform

 

Calculate the anniversary dates(every 6 months)


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Userlevel 7

Awesome! Thanks for sharing @Jyothsna :clap_tone3:

Userlevel 7
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In the below document, I have explained how to calculate the every 6th month anniversary dates and store in a separate field so that we use it to send surveys( whenever you wants to send NPS survey who completed 6 months), use it in rules and reports wherever required. Since I am creating a formula  field in Sfdc and bringing it into Gainsight, this work-around will be applicable only customers on salesforce platform

 

Calculate the anniversary dates(every 6 months)

Thanks for sharing it here!

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