How to trigger an Account email on the 5th of every month

Question

I have a request from the business to send an email to the Account billing contact on the 5th of every month for any Account that has >$0 in the "AR 1-30 days" field. How can this be accomplished? This doesn't appear possible with PB or Workflows as they only allow you to schedule an action X days before OR after <date_field> .

Thanks.

Abhishek Mudireddy · Answer

You need to create an Apex Class and then use the "Schedule Apex" feature

Here is an Article on Time-Dependent Action and Time Triggers:

https://help.salesforce.com/HTViewHelpDoc?id=workflow_time_action_considerations.htm&language=en_US

Let me know if it helps you and close your query by marking it as solved so that it can help others in the future.

Thanks.

How to trigger an Account email on the 5th of every month

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