We want to send customer care email to all account reviwer contacts. Automated email After 90 days of new contracts (Objects ) created date.
Can you please guide how I can acheive this ?
Thanks for help in advance.
답변 2개
If this is one email at a time and you are on Enterprise or higher (or bought workflows for Proffesional ed), you could set up an email alert to the triggered by a workflow that fires on the Contract object. You can do this as a Time Dependent Action of 90 Days After create date of the Object. You might need to add the reviewer email address to a new Email Field if there is no appropriate related Contact field to send the Email Alert to.
If not one at a time, there is no standard way in Salesforce to schedule bulk emails. The Appexchange can help there. A good service will help with email deliverability and avoid getting your domain blacklisted.
Best,
Brian