-
How to send an email two days before in Salesforce?
How to send an email two days before in Salesforce?
-
1 Reply
-
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.
Log In to reply.
Popular Salesforce Blogs
Zendesk Alternatives: How to Choose the Right Customer Support Platform in 2026
Choosing a customer support platform in 2026 is no longer simply about finding the best ticketing system. Businesses now need to consider AI, omnichannel communication,…
Co-Create Success With the Changing Salesforce Ecosystem
The Salesforce partner community is a powerful force. It is a place where Salesforce partners manage their business, learn best practices, get support on projects,…
Top Secrets to Master Salesforce to Increase Business Growth
There are various advantages of using Salesforce for your business. It helps you grow significantly; for desired output, we suggest you take help from certified…
Popular Salesforce Videos
What is Headless Commerce? | Salesforce Commerce Cloud
Brands need to keep up with this change and require a certain level of agility and nimbleness. This is where Headless Commerce is a game…
Salesforce Careers: Drive Success Through the Lens of the Customer
Salesforce employs over half of the Technical Architects across the globe and is shaping the future! Visit careers at Salesforce to apply for the Professional…
How the Salesforce Ecosystem Helped My Career
Welcome back to 100DaysofTrailhead.com! Your involvement in the Salesforce Ecosystem can be a great boost to your career. In this video, Eric talks about the…
