Custom Date Reminder: Now for Custom Objects, Opportunities and Companies

What’s new?

Custom date reminders now work with date fields on more record types, not just Contact custom date fields in contact-based workflows. With this update, you can use Opportunity date fields in contact-based workflows, Custom Object date fields in custom object–based workflows, and Company date fields in company-based workflows.

How it works

Custom date reminder triggers can now evaluate date fields based on the supported object in the workflow. In contact-based workflows, this includes Opportunity date fields. In custom object–based and company-based workflows, the trigger reads date fields from the same object the workflow is built around and starts the workflow when the reminder timing matches.

How to use it

Create or open a workflow for Contacts, Custom Objects, or Companies.
Choose a custom date reminder trigger and select the supported date field for that workflow type.
Set the timing for when the workflow should run before, on, or after that date.

Why we built it

Previously, custom date reminders were limited to Contact date fields inside contact-based workflows, which limited certain use cases. This update removes that restriction so you can automate date-driven follow-ups across more parts of your CRM without workarounds.

Simple examples

You can trigger a contact-based workflow from an Opportunity close date to remind the contact before a renewal conversation.
You can trigger a custom object–based workflow from a custom object expiry date to send an internal reminder when that record needs attention.

Additional notes

These are the field types supported now: Opportunity date fields in contact-based workflows, Custom Object date fields in custom object–based workflows, and Company date fields in company-based workflows.

Preview