Stay on Time with Relative Dates for Macros

It’s a fact of life: schedules and dates change. Rather than using precise dates and times in your macros, use relative dates and times that always remain applicable, even when the schedule slips. For instance, you want a macro to create a follow-up task. With relative dates, you can set the due date to be a certain number of days after the date the macro runs.

Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Why: When working with dates and times, relative dates let you specify:
  • Minutes from now
  • Hours from now
  • Days from today
  • Weeks from today

How: In Macro Builder, select Relative when working with date and time fields. Enter a value, and choose a duration. Here’s an example of the Due Date field on a task. Screen shot of the Due Date field in Macro Builder

The Relative option is available on Time, Date, and DateTime fields. For example, you can create an event that’s one week from today at 8:00 AM.