Using Rules To Automate Contract Expiration Notices

One popular need for BizConnector users is to automate the production of contract expiration notices.

This is a fairly straightforward use case, but one that is not easily handled by other tools. BizConnector comes to the rescue with two ‘pseudo fields’:

  • Minutes To
  • Days To

that make this easy to implement. These fields are not to be found in the original object definitions, but are derived from date or datetime fields.

For example:
Say you have an Opportunity date field ‘Contract Expiration’. [This is an appropriate field for an Opportunity record].

The objective is to send one or more emails to your customer contact, starting 60 days before the contract is due to expire. To do this, you would create a rule expressly for this purpose. Let’s call the rule ‘Contract Expiration Notices’.

In the rule editor, after naming the rule, you would create the rule condition:

The second (and last) step is to set up the email sequence:

Note that the delay ‘None’ means that Expiration Notice #1 will be sent when the rule fires – 60 days before the expiration date, and¬†Expiration Notice #2 will be sent 30 days later – 30 days before the expiration date.

Note also that the above rule will fire based on information in the Opportunity record, but send emails to the Contact(s) related to that Opportunity. This is a feature of BizConnector, which is deeply integrated with Salesforce and knows the Salesforce model.

That’s all there is to it!

For more information about this, or to attend an online demo, please contact us.