Activity Forums Salesforce® Discussions How to send an email two days before in Salesforce?

  • Shweta

    November 4, 2020 at 12:38 pm

    You need to create the formula as a field on the object then create a workflow rule (or process builder, both would work). Criteria would be: NOT(ISBLANK(start_date__c))
    Then add a time trigger that would say "0 DAYS before Formula date". Now add an email alert (you'll need a template) and send it.

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