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    Activity › Forums › Salesforce® Discussions › What kind of workflow action is needed to complete the requirement in Salesforce?

    Tagged: Account Owner Receipt, Create Date, Data Validation Rules, Renewal Date, Workflow Action

    • Salesforce® Discussions

      What kind of workflow action is needed to complete the requirement in Salesforce?

      Posted by Prachi on November 8, 2019 at 5:18 AM

      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 ‘Renewals’ has been created to hold the accounts’ Renewal date. The default is one year from ‘Create Date’. A validation rule ensures the date value entered is at least 30 days into the future. An Email alert and Email template has been created and is set to be delivered to the Account Owner recipient.

      What kind of workflow action is needed to complete this requirement?

      Nikita replied 6 years, 6 months ago 2 Members · 1 Reply
      • Account Owner Receipt
      • Create Date
      • Data Validation Rules
      • Renewal Date
      • Workflow Action
    • 1 Reply
    • Nikita

      Member
      November 8, 2019 at 5:46 AM

      Hi Prachi,

      Time-Dependent Workflow Action s needed to complete this requirement

    Log In to reply.

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