Skip to main content
J
Jyothsna
Contributor ⭐️⭐️
May 22, 2020

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

  • May 22, 2020
  • 3 replies
  • 456 views

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)

    3 replies

    lila_meyer
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    May 22, 2020

    Awesome! Thanks for sharing @Jyothsna :clap_tone3:

    Lila Krutel, Dir. Global Education Services
    sai_ram
    sai_ram
    Expert ⭐️⭐️
    June 6, 2020

    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!

    phani_kumar
    phani_kumar
    Gainsight Employee ⭐️⭐️
    July 8, 2020

    Thanks, @Jyothsna for sharing the detail information, it helps a lot.

    Terms & ConditionsAccessibility statement