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Workflow and Email alert using TODAY
I'm trying to create a workflow rule that sends out an email alert whenever a specifici field (Converted Date) has Todays' date. The chances are nothing will have been edited on the Account. But I need an email alert to go out when that date is todays' date. When a recorded is created or subsequently meets criteria.
in the Rule Criteria:
Account: Converted Date EQUALS TODAY
is this correct; how would I get the email alert to fire?
thanks
in the Rule Criteria:
Account: Converted Date EQUALS TODAY
is this correct; how would I get the email alert to fire?
thanks
-on the account record there is a field called converted date, that field could be populated with a set date ahead of time. i.e. on June 6th I populated that field to Oct. 29th
-when it is Oct. 29th you want an email to fire off, nothing else in that record could have changed?
In that case you want a time depended workflow, not one that checks the date, see here for help on that feature: https://help.salesforce.com/HTViewHelpDoc?id=workflow_time_action_considerations.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=workflow_time_action_considerations.htm&language=en_US)
Or did I get it completely wrong?
All Answers
-on the account record there is a field called converted date, that field could be populated with a set date ahead of time. i.e. on June 6th I populated that field to Oct. 29th
-when it is Oct. 29th you want an email to fire off, nothing else in that record could have changed?
In that case you want a time depended workflow, not one that checks the date, see here for help on that feature: https://help.salesforce.com/HTViewHelpDoc?id=workflow_time_action_considerations.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=workflow_time_action_considerations.htm&language=en_US)
Or did I get it completely wrong?
Next, you'll have that workflow rule fire off a time dependent action. That action will fire on the ConvertedDate field (either 0 days before or 0 days after).
That should get you what you're looking for.
Jason yes that's exactly what I was trying to say; thanks!
criteria:
Account: Converted Date not equal to null
then created a time-dependent workflow
0 Days after account converted date
email alert sent.
thanks again! if I've missed something please let me know.
And when you get a chance, can you mark this question solved? Thanks.
I've passed on the trailhead information to our group as well; thanks!
Katherine