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Cloud_DragonCloud_Dragon 

Workflow Query

Hi folks,

 

Need your help here..I  have the below situation

 

For an account record if the last activity date is not updated in last 5 months send an email to the Account Manager.

 

Can i accomplish with the use of workflow or do i need to go for a batch apex to check the record everyday and trigger an email.

 

Any help asap is greatly appreciated. Thank you!!!!!

Best Answer chosen by Admin (Salesforce Developers) 
Bhawani SharmaBhawani Sharma

Create a formula field like

 

Some_FormulaField__c:

DATE( YEAR(LastActivityDate) , MONTH(LastActivityDate) + 5, DAY(LastActivityDate))

 

and create a workflow rule with time based action:

1 hour after Some_FormulaField__c

All Answers

Jia HuJia Hu

How about  Time-Dependent Workflow, seems it can work for your case.
Bhawani SharmaBhawani Sharma

Create a formula field like

 

Some_FormulaField__c:

DATE( YEAR(LastActivityDate) , MONTH(LastActivityDate) + 5, DAY(LastActivityDate))

 

and create a workflow rule with time based action:

1 hour after Some_FormulaField__c

This was selected as the best answer
Cloud_DragonCloud_Dragon

Guys thank you so much :-) it helped !!
Bhawani SharmaBhawani Sharma

Please mark it as resolved, so other can get advantage.
Cloud_DragonCloud_Dragon

Done!!!