I want to send the same email out to my internal team every 90 days from Salesforce. How do I do this? It seems like every workflow has to be triggered based on field critieria. All I want to do is say something like:
Send the email if
OR(TODAY() = 90,TODAY()=180,TODAY()=270,TODAY()=360)
Is this possible?
2 risposte
It's possible but:
1) Workflow rules are a function of an object on which they're defined. You need an object (lead, account, contact, etc) on which to set the rule on.
2) Criteria that evalutes to "true" will fire off the workflow rule and its related actions. For what you need here, you would use the Time Based actions feature which will queue up the emails you need to have sent on the intervals in question (90, 180, 270 days...)
SO.. you'd probaby go with a rule that always fires.. something like "and created date not null" and then you'd have yourself an "activated" rule which queues up the alerts you want.
Hope this helps get you started.
