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SF Buzz Vutukuri Workflow to send email
Hi,
I want workflow to send email if the diffrence between created date and closed date of the opportunity is less than 15 days.............
I want workflow to send email if the diffrence between created date and closed date of the opportunity is less than 15 days.............
To send email through Workflow Goto:
1) Your Name->Setup->Create->Workflow & Approvals ->Workflow Rules->Click New Rule
2) Select the opportunity object->Next->Enter Rule Name->Select evaluation criteria which fits to your needs.
3) Then Select rule criteria as "formula evaluates to true". Give the criteria as
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CloseDate - DATEVALUE( CreatedDate ) < 15
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4) Click Save & Next->Add Workflow Action->New Email Alert.
5) ENter Description, Name, Email Tempelate, Recipient Type.
6) Select from Email Address-> Click Save.
7) Click Done->Activate.
Thanks
Amritesh