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Nilesh More 5 Document Reminder Emails from Case
On the Case object I have several flags:
"Annex D"
"Proof of Ownership"
"MPAN" "Annex I"
"Company Car"
"Documents Uploaded" etc.
Each flag is getting checked when the corresponding document get uploaded in Salesforce, Now I want to send first email template after 24 hours when Opportunity becomes "Qualified", also want to send next email template after a specific time(48 hours) after the first email template based on flag checks.
I think we can implement this with below features:
1.Process Builder: Scheduling is supporting only "When the record is created".So can't use this one.
2.Workflow: There are multiple conditions for sending a single email based on the flag check, having multiple email templates for the different conditions, I think need to create lots of workflow rules and it'll be unmanageable.
3.Apex: Confused over here which option is better to implement this requirement, If Apex Trigger is the best option, Can anybody help me how to implement this using apex..?
Thanks
I would recommend having separate DateTime fields for each time-based action you want to trigger. For example, whenever the opportunity becomes qualified update a DateTime field called QualifedDate__c ( using workflow field update ). You can then trigger a process builder ( over the record update ) to trigger a time-based action to send an email.
Hope this helps.
Mark this as solved if it's resolved.
Thanks,
Nagendra