Skip to main content
Is there a way to get an email reminder of when someone's passing is coming up so we can send a card to their loved one?
3 answers
  1. Mar 9, 2021, 6:48 PM

    @Meghan Wall​ Hi, Meghan! You can set up a Flow or Process Builder process to send an email to remind you of this date. I'm assuming you'd have a custom date field for the date of their death, then you'd base the process/flow to trigger in advance of that. For instance, a week, etc. Here's the Trailhead on Getting Started with Business Automation: https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation

0/9000