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Send email alerts on time trigger workflow
I need to send email alerts when the Opportunity is still open and Closed date becomes current. And I have to keep sending email to owner ccing couple other, until opportunity is updated.
After 5 days ( after 5 reminders) even if opportunity is still not actioned I have to start sending email reminders to owner marking managers in CC.
There is no upper limit on how many reminders to send, if opportunity is not actioned, keep sending reminders.
After 5 days ( after 5 reminders) even if opportunity is still not actioned I have to start sending email reminders to owner marking managers in CC.
There is no upper limit on how many reminders to send, if opportunity is not actioned, keep sending reminders.
You can try using Time-Dependent Action in workflow or use a process builder to achieve your requirement.
https://help.salesforce.com/articleView?id=workflow_time_dependent.htm&type=5
Process Builder
https://help.salesforce.com/articleView?id=process_action_email.htm&type=5
https://automationchampion.com/tag/send-an-email-process-builder/
Thanks,
Vinay Kumar