Option to add Today's Date in CTA Name

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  • Updated 4 weeks ago
We have been creating CTAs to bring awareness when a certain score is less than another. We do this by writing the overall health score to the SFDC account object and then in the rule specify which scorecard fact we need to look at.

This works great unless the score changes before the CSM can address (sometimes it might be the next day).

It would be wonderful to have the option to add "Current Date" or "rule run date" to the the CTA Name.
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Lane H, Employee

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Posted 2 years ago

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Jeffrey Coleman, Champion

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My solution to a similar situation was to add a formula field to Customer Info with the value of "TODAY()". Since it's on Customer Info, it's available in almost every situation. So then you just add that to the show fields and use it however you want.

And then I think for good measure I added a 2nd formula that returns text and formatted the "today" value into MMMM D, YYYY format.
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Pavan Bandi, Employee

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Hi Lane,

We have added RuleDate() function in the Transformation Task which will return rule run date. You can use the output of this function as token in the CTA Name.

RuleDate() function will be available in October release.

Hope this helps!