Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

How do I trigger a Zap when a date field in Salesforce is in the past?

  • February 29, 2024
  • 6 replies
  • 53 views
C

Can you trigger a zap once a date field in Salesforce is in the past?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

6 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • February 29, 2024

Hi @cbh 

You may have to explore using Salesforce Automations to trigger a Zap.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
C
  • cbh
  • Author
  • New
  • February 29, 2024

Hey @Troy Tessalone, can you explain more? Does that mean I’ll need to create something in Salesforce initially? 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • February 29, 2024

@cbh 

Yes the automation may need to be created in Salesforce to trigger when a Date field has passed.

If you want to use an existing Salesforce Zap trigger, then the Salesforce automation would need to be configured to do that event. (e.g. change a field)

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
C
  • cbh
  • Author
  • New
  • February 29, 2024

@Troy Tessalone understood, do you happen to know of any documentation around this process from the Salesforce side or have experience with it?

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • February 29, 2024

@cbh

GSearch results about Salesforce Automation:

https://www.google.com/search?q=salesforce+rules
https://www.google.com/search?q=salesforce+automation

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
C
  • cbh
  • Author
  • New
  • February 29, 2024

Appreciate the help! @Troy Tessalone 

Terms & ConditionsAccessibility statement