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Topics#Data ManagementLEAH Gus's Question
LEAH Gus (Gus) asked in #Data Management
Nov 28, 2017, 1:29 PM

send email alert 6 months before date filed on opportunity product line

I have a field on my opportunities product line named billing date. Andcheckboxbox on the opportunity product line named PO recieved. I need to send out an email alert to the opportutnity team 6 months before the bill date if the PO recieved check box in not checked but I need it to go out without a change to the opportunity. Sometimes the opportunity will not have been changed recentlly so I need the email to go out when 6 months before the billing date is reached. What function would I use to accomplish this?

 

 
7 answers
  1. Steven Blackwell (Magnet Forensics)
    Nov 28, 2017, 1:37 PM
    Workflow is your best bet to do this! It can do Time Dependent Workflow Actions that will schedule in the future before a date (date determined by any date field on your object). This will require some form of update to happen at some point between record creation and that date, but that can simply be when your "Bill Date" is filled in.

     

    https://help.salesforce.com/articleView?id=000005245&type=1

     

    The nice thing about time dependent workflows vs. using process builder is that if your bill date ever changes on a record, the workflow will re-evaluate itself and adjust itself to send X months before the new date, rather than holding onto that original date for the message.

     

    Your other option is writing apex code to do this and scheduling the code to run on a daily interval, see what messages need to go out, and then send them. But using code to do something you can do with clicks isn't best practise, unless some aspect of using workflow won't work in your use case.
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