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surendra challepalelsurendra challepalel 

how to send email notification after 30 days using workflows?

SoundarSoundar
Hi Surendra,

We can Achieve This Process by using a Scheduled Apex . Else you Yould Follow the below Condition.

Step 1: Created 2 custom fields (in user object) to track the count of open tasks and count of opps past due date. Used the free rollup (rollup helper limited) app to update these fields on daily basis.

Step2: Created custom field - email sent (checkbox) in user object

Step3: Created workflow 1 with conditiong (created and anytime its edited subsequently to meet the criteria) open task or over due opps > 0 and email sent checkbox false .
-> immediate action 1: send out email to the user with record count and dynamic report link to look at their records needing action
-> time dependant action 2: field update: update email sent to true after one day from the rule trigger date

step 4: create workflow with condition (email sent = true)
-> add time dependent field update to update the email sent checkbox to false after 3 days from rule trigger date.



Let Me Know if you have any concern.