Send clients automated emails every 30 days from a date field.

Question

We have a date field on our Contact Details Page. I would like to automate an email every 30 days to this client based on this field. If the field is 3/10/2020 they will get an email every month on the 10th. Any help on how to go about this.

Thank you,

Usman Ali · Accepted Answer

Hi Kenneth,    Please see this article. You can create batch job which should run on every month or after specific days. https://developer.salesforce.com/forums/?id=9060G000000Bc7HQAS

Jonida Kopper · Answer

You could use Schedule triggered flow to trigger daily and choose the object and Filter Conditions to filter for field= {!$Flow.CurrentDate} and use Send Email Action to Send the Email.

Send clients automated emails every 30 days from a date field.

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