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Hi I'm new to sfdc and I'm unable to run a time dependent workflow.

My requirement is whenever close date of opportunity equals today & stage !=closed won or closed lost i have to do a time dependent workflow action to send an email to owner of that opportunity.

I am providing my images below can you help me.Where i have been wrong

workflow rule criteria

Time trigger

Thanks in advance

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  • You don't need 2 and 3 criterias
    – o-lexi
    Apr 20, 2016 at 16:02

1 Answer 1

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You need to separate the Entry Criteria from the Time Trigger. The criteria for the rule should just be the Stage, and maybe to check that the Close Date is in the future. 

Close Date greater than or equal to TODAY
Stage not equal to Closed Won,Closed Lost

Then the time trigger will run on that future date:

0 days before Close Date
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  • It Works like a charm thanks.I customize my workflow based on your answer and the email alert is scheduled in time based workflow.i have small doubt what happened to old records with same criteria @Jeremy Nottingham
    – Pavan tej
    Apr 20, 2016 at 17:10
  • Thanks i got it @Jeremy Nottingham Can i sent another mail alert to user if user didn't change the close date.
    – Pavan tej
    Apr 20, 2016 at 19:44
  • But i have small correction in your trigger is After.We can't create before trigger in this scenario based on criteria @Jeremy Nottingham
    – Pavan tej
    Apr 21, 2016 at 11:20

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