I created a process that identifies the tasks, sends the email, closes the task and then creates a follow-up for the following week, but since the process is set to fire only when records are created/edited, the process does not run. I'm considering adding a custom activity field to trigger the process, but wanted to get a second opinion before I get in too deep. Can anyone shed some light?
2 answers
Based on the information you provided, Process Builder will be able to perform this via Time-Dependent Actions. I would only use Apex as a last resort.
