Skip to main content
Is there a possiblity that I get an email remainder (e.g. 1 week prior to the activity planned)?. The possibility given now is nice but does not help me really. Thanks. Peter
1 risposta
  1. 14 feb 2018, 17:22
    This is possible with the use of a workflow. You can follow the steps below:

     

    Note that you will need to create an email template first ( https://help.salesforce.com/articleView?id=admin_emailtemplates.htm&type=5

    )  before doing the steps below. 

    • Go to Setup | Create | Workflows and Approvals | Workflow Rule
    • Click new Workflow
    • Select the Object: Task
    • Set the Name and Description
    • Set the Evaluation Criteria to Evaluate the rule when a record is: created
    • Set the Rule Criteria to: Run this rule if the following criteria is met and the values to the following:
    • Field Task: Due Date || Operator: Not Equal To || Value: leave this blank
    • Save the Workflow
    • Under Time-Dependent Workflow Actions, Click on Add Time Trigger
    • Set the Trigger to the number of days you want to delay the email, then choose the field Task: Due Date on the last dropdown. Click Save
    • Under the Time Trigger Create a New Action > Email Alert
    • Set the Email Alert Details, Name, Email Template
    • Set the Recipient Type to: Owner and then add the Assigned To 
    • Click Save, Done then Activate
0/9000