The Lumary Engagement Console supports the use of Salesforce Date Formats and Date Literals in the criteria fields of the following triggers and actions:
Some common examples
| To | Object | Field | Operator | Value |
| Message all customers who have Contracts that have an End Date in the next 30 days | Contract | Contract End Date (EndDate) | equal to | NEXT_N_DAYS:30 |
| Reach out to customers who have not interacted in the last 90 days | Contact | Last Activity (LastActivityDate) | less than | LAST_N_DAYS:90 |
| Send a birthday message to any customer celebrating their birthday this week | Contact | Birthdate (Birthdate) | equal to | NEXT_N_DAYS:7 |
| Send a birthday message on a customer's birthday | Contact | Birthdate (Birthdate) | equal to | TODAY |
| Send a survey to customers 48 hours after their Case has been closed | Case | Status (Status) AND Closed Date(ClosedDate) |
equal to equal to |
ClosedLAST_N_HOURS:48
|
| Get an Invoice that was created this month | ContentDocument | CreatedDate | less than | THIS_MONTH |
| Send a reminder message to all customers that have an appointment tomorrow | Service Appointment | Scheduled Start (SchedStartTime) | equal to | TOMORROW |
| Send a message to a Lead that signed up three days ago | Lead | Created Date (CreatedDate) | equal to | N_DAYS_AGO:3 |
| Send a reminder to a customer who has an appointment on a specific date in the future - in this example 17 days |
Service Appointment
AND
Service Appointment |
Scheduled Start (SchedStartTime)
Scheduled Start (SchedStartTime) |
equal to
not equal to |
NEXT_N_DAYS:17
NEXT_N_DAYS:16 |