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Reminder for leads fields
Hi everyone,
My scenario is,
I have to create a reminder (using Workflow) for leads fields to send via email .For that i have to create email template according to Leads fields (E.g : Lead Status, Lead Source , name etc.,)
Reminder is triggred when the reminder field (Customized field) is achieved .
If anybody know please tell me .
Thanks and Regards,
Sivapriyaa M S
My scenario is,
I have to create a reminder (using Workflow) for leads fields to send via email .For that i have to create email template according to Leads fields (E.g : Lead Status, Lead Source , name etc.,)
Reminder is triggred when the reminder field (Customized field) is achieved .
If anybody know please tell me .
Thanks and Regards,
Sivapriyaa M S
When creating time-dependent actions in your workflow rule set the time as your reminder field(make sure that its date/datetime field in salesforce) check this link for more details https://developer.salesforce.com/trailhead/business_process_automation/workflow