Universal Containers wants to proactively alert each of its sales team users 30 days before their account renewal is due. To do this, a ‘required’ custom account date field named “Renewal has been created to hold the accounts’ Renewal date. The default is one year for ‘Create Date. Validation rule ensures the date value entered is at least 30 days into the future. An Email alert and Email template had been created and is set to be delivered to the Account Owner recipient.
What kind of workflow action is needed to complete this requirement?
Was this helpful?
0 / 0