With this Swantide Workflow, you can Timestamp when a Picklist field was updated to a certain value denoted as its entry point. Further more, when that Picklist Value is changed to a new value it will Timestamp this under the exit point.
This Workflow is great for Reporting Purposes and also keeping a track of your Picklist Fields on their Respective Objects.
For Example, if you wanted to Timestamp when a Lead's LeadSource was changed to Web, then you will select Object > Lead, Field Name > LeadSource > Value > Web
Variable Inputs in Swantide:
How this will look like in Salesforce:
In the below Screenshot, we can see the first time the Lead Lead's Source entered Web on 6/26/2023 - this field stays static once its updated. The field is called "Date First Entered Web"
In the Field "Date Entered Web" is the when the field Lead Source got updated again to Web.
In the Next Screenshot, we see that the Lead's Lead Source no longer equals Web so the Field "Date Exited Web" is updated.
Lastly you will notice there is also a Field called "Days in Web" this field calculates the number of days the Lead's Lead Source equaled to Web.
If the Exit Timestamp is not filled out then it calculates against Today's Date
If the Exit Timestamp is filled, it calculates the Delta between Entered and Exited.
Additional Information:
How to Update your Page Layout to Add in the Fields or Reorder them:
If you need to update your Page Layout for the fields that come with this Workflow, please review the following Help Center Article.
This Workflow comes with the Following Metadata:
OBJECTVARIABLE - The name of Object derived from the Picklist Field from your Variable Input
varPickField - The name of the Picklist Field from your Variable Input
varPickVal - The name of the Picklist Value derived from the Picklist Field of your Variable Input
Metadata Type | Name | Description |
Flow | Swantide_OBJECTVARIABLE_ varPickVal_Entry_Exit | The Flow that runs when a Picklist field is updated to a certain value. Timestamps when it was first updated to said value (Entry) and when it was changed from said value (Exit) |
Custom Field | Swantide_Enter_varPickVal__c | The Date value of when the Field was updated to the Picklist Value |
Custom Field | Swantide_Exit_varPickVal__c | The Date value of when the Field was updated away from the Picklist Value (Exit) |
Custom Field | Swantide_IDate_varPickVal__c | The first initial Date Timestamp of when this record was first updated to the Picklist value in scope. |
Custom Field | Swantide_Days_in_varPickVal__c | The calculated amount of days when the Picklist Field value was changed to the Picklist Value in scope. |