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William Roach-Barrette Can I send an email to a contact based on a custom date field using workflow rules?
Hello, I want to figure out the best way to send automated emails to customers letting them know their certification with my company is about to expire. I have created email templates for 6 months, three months, 1 month etc. And I created a formula field that caculates the expiration date of their certification. I cannot figure out a way to setup a workflow rule to check whether the expiration date is less than 6 months away, 3 months, etc. Am I using the wrong part of salesforce to do this? Or do I need to rethink how I am determining the certification expiration dates and how workflow rule should monitor them? I thought about setting up an apex trigger that checks on the expiration dates whenever someone creates or edits a contact. But the issue is I have existing dates that would never be checked if I did that.
One of option would be create a Apex classs with logic and schedule it to run regulary.
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