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I have a sales rep who likes to send out list emails, but she would like a reminder to reach out to those list email recipients every two weeks to touch base. Would a scheduled flow work for that?

Thank you for your input.

2 respuestas
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    10 ene 2024, 04:28

    @Lisa Pazienza yes.. scheduled flow of creating a tasks would work.. if the list email recipients fall under certain criteria.. that can be used for flows to run'

     

    as an alternative.. if this is something for a specific list of users.. wonder if recurring task reminder can help as per link below?

     

    https://help.salesforce.com/s/articleView?id=sf.tasks_enable_recurring_tasks_lex.htm&type=5

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