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Mike A Smith
How to trigger an Account email on the 5th of every month
I have a request from the business to send an email to the Account billing contact on the 5th of every month for any Account that has >$0 in the "AR 1-30 days" field. How can this be accomplished? This doesn't appear possible with PB or Workflows as they only allow you to schedule an action X days before OR after <date_field> .
Thanks.
Thanks.
Here is an Article on Time-Dependent Action and Time Triggers:
https://help.salesforce.com/HTViewHelpDoc?id=workflow_time_action_considerations.htm&language=en_US
Let me know if it helps you and close your query by marking it as solved so that it can help others in the future.
Thanks.