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How can we set-up recurring time-based workflow actions in the Salesforce platform ?
How can we set-up recurring time-based workflow actions in the platform ?
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1 Reply
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Hi,
For the time-based workflow actions, you need to first create:-
- Creating an Email Template. (Setup->Communication Templates->Classic Email Templates)
- Creating an Email Alert. (Setup->Build->Create->Workflow & Approvals-> Email Alerts)
- Creating a Workflow. (setup->Build->Create->Workflow & Approvals->Workflow Rules)
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