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Prasan De Alwis How to Create schedule email as reminder in every Month in Salesforce
I want to send a set of people(a group) to reminder mail for 1st of every month. There is no object created or edited for emails fire, it fires in every months 1st day automatically. I have created Custom Email Template but struggling to do the schedule. Can I this achieve from workflow rules or am I need to looking into Flows?
Since, workflows would work based on some criteria of field update or change in the data, you will need to go with flows for this particular requirement, where you can choose the frequecy as monthly in the schedule setup to trigger it on specific date like 1st day of every month.
Reference for example with Workflow rules:
https://developer.salesforce.com/docs/atlas.en-us.usefulWorkflowRules.meta/usefulWorkflowRules/
Please follow below link with an example to achieve the similar task:
https://www.accidentalcodersf.com/2020/06/schedule-flows-salesforce.html
Hope above information helps, Please mark as Best Answer so that it can help others in the future.
Thanks.