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Lead Escalations
Hello Guys,
I need some help on a small requirement.
If the sales rep do not work on the assigned leads then we want to send a email alert to the VP sales.
First email after 3 days of lead creation/assignment
@nd email after 10 days of lead creation/assignment .
Suggestions please.!!
Thanks in advance.
You want those email to fire automatically rite
So the only possible solution for your problem is you need to write a Apex Scheduler
It is not possible throw workflow or trigger as both fire only when any action (like insert,update,delete) take place
A couple of suggestions for you. One is to simply create a dashboard table component that is either scheduled to refresh every day and goes to the VP, or set it up on his/her home screen. With a table component, you can color code the offenders with conditional highlighting. The advantage here is that the VP can see everyone that needs attention in one place instead of receiving individual emails.
The other possibility is the change to time based workflows coming in Summer 12. A time based field update can now kick off the re-evaluation of a workflow on the same object. I don't know for sure this will work, but it sounds promising.
It just a 1 OR 2 DAY EFFORES TO WRITE A APEX SCHEDULER IT A SIMPLE PROCESS