Automate a process for sending a "Thank You" email to members __ days after a lead status = "pending sale quoted " has occurred.
- The email is not sent immediately after the status change is saved.
- This email would be sent X days after the lead status change has occurred.
- follow up the email if there has been no activity since 1st email was sent
1 Antwort
I think you can able to do it by using the process builder https://cloudcoach.com/automate-project-processes-with-salesforce-process-builder/https://www.smartsheet.com/everything-you-need-know-about-salesforce-workflow-rules-and-process-builderhttps://www.mstsolutions.com/technical/salesforce-automatic-email-notification-and-task-creation-by-business-days/https://galvintech.com/9-salesforce-process-builder-rules-you-can-implement-right-now/https://thewizardnews.com/2015/04/02/process-builder-flow-email-templates-awesomeness/
