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Brian Castillo
Email Alerts to Multiple Supervisors At Different Times
Hi there,
I'm hoping you can offer some guidance.
My boss would like for me to setup a workflow that sends out an email when our maintenance renewals are about to expire. This is usually not a problem if the alert goes to the Account owner, but he wants the following:
- 4 months prior to expiration, email notification to the Account Manager (Account Owner)
- 3 months prior to expiration. email notification to manager of Account Manager
- 2 months prior to expiration, email notification to Sales Director (manager of AM manager)
- 1 month prior to expiration, email notification to Sales Director and Senior Director (manager of Sales Director)
- 1 week prior to expiration, email to my boss and another individual (not currently in SFDC)
Is there any way that I can create this workflow in SFDC?
Thanks!
Brian
Hey Brian,
Is maintenance renewal a custom object? Or do you just keep the dates on the account record?
Yes, it's a custom object nested under the Opportunities object.