Go to Setup > Workflow Rules. Click New Rule. Select the appropriate object. Prepare Rule Criteria. You can use simply criteria or formula. Go to the Time-Dependent Workflow Actions section. Click the Edit button and Add Time Trigger. Select Time, when Email Reminder should be sent and Save.
Full Answer
How do I set up process builder in Salesforce?
Remember to Active the rule! Go to Setup > Process Builder. Click New button. Add Process Builder Criteria. Note! Check Yes under Do you want to execute the actions only when specified changes are made to the record? Set Schedule and Add Action. From Action Type select Email Reminders and in Email Alert section search your Email Alert. Note!
How to set up time-dependent workflow actions in process builder?
Go to the Time-Dependent Workflow Actions section. Click the Edit button and Add Time Trigger. Select Time, when Email Reminder should be sent and Save. Note! Remember to Active the rule! Go to Setup > Process Builder. Click New button.
What is Salesforce doing about spring4shell?
Salesforce is aware of the security issues referred to as “Spring4Shell”, including CVE-2022-22963 and CVE 2022-22965, and is currently investigating. For more information, see Trust. How Does Salesforce Process Scheduled Actions?
Why can't I do time-dependent actions if my criteria includes ischanged?
So, that means you can't do time-dependant actions if your criteria includes IsChanged. Because when you set the checkbox on the criteria node, it shows an error. – JodieM Sep 23 '16 at 1:18
Time-Dependent Email Reminders with Process Builder and Workflow Rules
Time-Dependent Email Reminders. Hi Guys, Today I would like to cover Time-Dependent Email Reminders. We have the following use case:
Step 1 – Create a Classic Email Template
Go to Setup > Classic Email Templates. Click the New button. Select one of the email template types. Fill mandatory fields, email content, and Save.
Step 2 – Create Email Alert
Go to Setup > Email Alerts. Press the New Email Alert button, Select Description, Unique Name, Object, Email Template (Step 1), select Recipient Type, and Save.
Solution 1 – Workflow Rules
Go to Setup > Workflow Rules. Click New Rule. Select the appropriate object. Prepare Rule Criteria. You can use simply criteria or formula.
