Apex Code Development You need to sign in to do that
Don't have an account?
cdavis Automate email to customer on certain date
Hey guys. This is probably a very, very simple fix, but I'm new with this platform and pretty lost.
In my custom object, I have two date fields. One that shows the date that the order for our widget was placed, and the other shows when it needs to be delivered by (per our policy: NOW() + 2). Essentially, once the current date, and deliver by date are equal, I want to send a verification email confirming the delivery of our product.
And that's where I get stuck. Any hints on how to trigger an email to a customer?
Yes, your WFR would have a crietia like NOT(ISBLANK(DeliveryDate)) and then you T-D Action (Email) would be set to 0 Days AFTER DeliveryDate
All Answers
Which edition of SFDC are you using?
I'm in Force.com's Enterprise Edition.
Okay what you need to do is create Workflow Rule and a Time-Dependant Action (Email)
Here's more info on getting started on WFR, let me know if you need any help.
https://na1.salesforce.com/help/doc/en/salesforce_workflow_cheatsheet.pdf
https://na1.salesforce.com/help/doc/en/salesforce_useful_workflow_rules.pdf
Great! Thanks!
Can I then just create an outbound message to send at the appropriate time?
Yes, your WFR would have a crietia like NOT(ISBLANK(DeliveryDate)) and then you T-D Action (Email) would be set to 0 Days AFTER DeliveryDate
That's perfect. Thanks so much for your help.
no problem, let me know if you get hung up on anything