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Brian CastilloBrian Castillo 

Email Alerts to Multiple Supervisors At Different Times

Hi there,

 

I'm hoping you can offer some guidance.

 

My boss would like for me to setup a workflow that sends out an email when our maintenance renewals are about to expire. This is usually not a problem if the alert goes to the Account owner, but he wants the following:

 

  • 4 months prior to expiration, email notification to the Account Manager (Account Owner)
  • 3 months prior to expiration. email notification to manager of Account Manager
  • 2 months prior to expiration, email notification to Sales Director (manager of AM manager)
  • 1 month prior to expiration, email notification to Sales Director and Senior Director (manager of Sales Director)
  • 1 week prior to expiration, email to my boss and another individual (not currently in SFDC)

Is there any way that I can create this workflow in SFDC?

 

Thanks!

 

Brian

aspicciatiaspicciati

Hey Brian,

 

Is maintenance renewal a custom object?  Or do you just keep the dates on the account record?

 

Brian CastilloBrian Castillo

Yes, it's a custom object nested under the Opportunities object.