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Karim BAHAJIKarim BAHAJI 

WFR : reminder for quote's expiration date

Dear all,

I need to create a reminder (email alert) for quote's expiration date : 7 days before the expiration day.

Do you have a suggestion for the formula?

Thanks
Best Answer chosen by Karim BAHAJI
GauravGargGauravGarg
Hi Karim,

Workflow is an event which will be fire whenver the concern record get modified. We cannot fire workflow anytime, it has to be work only on record update. 

If you need to fire email alert auto-matically without any condition, this required Scheduler.
Please follow below link for Scheduler:

https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_scheduler.htm 

Thanks,
Gaurav
 

All Answers

GauravGargGauravGarg
Hi Karim,

You need to create Time-based workflow rule to evaluate your requirement. Please follow below steps:
1. Click on setup
2. Write Workflow rules, open workflow rules
3. Click new, and select object as "Quote"
4. Hit next.
6. Enter required information and criteria which will be evaluate before sending email.
5. Select Evaluate rule as "created and everytime updated to meet the subsequent criteria".
6. Hit save and next.
7. Add Time trigger.
8. 7 days before Quote expiration date.
9. Add email alert in Time-based worflow actions. 

Hope this will help you.

Thanks,
Gaurav
Email: gauravgarg.nmims@gmail.com
Karim BAHAJIKarim BAHAJI
Hi Gaurav,

Thanks for your reply, i did it and it works only when a user update the quote's record.
Here are the criteria on this workflow :
User-added image
Do you think we can make this workflow run without a record modification, like a birthday reminder ?

Thanks again :)
GauravGargGauravGarg
Hi Karim,

Workflow is an event which will be fire whenver the concern record get modified. We cannot fire workflow anytime, it has to be work only on record update. 

If you need to fire email alert auto-matically without any condition, this required Scheduler.
Please follow below link for Scheduler:

https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_scheduler.htm 

Thanks,
Gaurav
 
This was selected as the best answer
Karim BAHAJIKarim BAHAJI
Merci :)
GauravGargGauravGarg
welcome :)