Summary

Custom date reminders now work with date fields on more record types, not only Contact custom date fields in contact-based workflows. You can now 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 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 this change

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

Examples

• Trigger a contact-based workflow from an Opportunity close date to remind a contact before a renewal conversation.
• Trigger a custom object-based workflow from a custom object expiry date to send an internal reminder when that record needs attention.

Additional notes

• Supported field types include: Opportunity date fields in contact-based workflows, Custom Object date fields in custom object-based workflows, and Company date fields in company-based workflows.