Feature Request: Custom Date Reminder Trigger for Opportunities
J
Jennifer Weitbrecht (Admin)
I would like to request the ability to use the "Custom Date Reminder" workflow trigger with custom date fields on the Opportunity object (not just Contacts). This would allow us to automate reminders and actions based on important dates stored in Opportunity custom fields, such as license renewal or cancellation deadlines.
Why this is important:
Many business processes track key dates at the Opportunity level.
Currently, the Custom Date Reminder trigger only works for Contact custom date fields, limiting automation options.
Adding this feature would enable more flexible and powerful workflow automations for sales and operations teams.
Example use case:
Send reminder emails to customers 30 and 7 days before a license cancellation deadline stored in an Opportunity custom date field.
Thank you for considering this improvement!
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