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I wanted check if it all its possible to send delayed emails from salesforce. ie. I want my sales people to be able to send emails to customers on future dates. Is this possible ?

The only thing i could come up is this idea https://success.salesforce.com/ideaview?id=087300000007o7HAAQ

If somebody has a workaround, i would love to hear it even if it means a little apex/process builder.

Thanks

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  • You can always set up time-based workflow rules. Is that what you're after?
    – Nick C
    Commented May 9, 2016 at 6:26
  • Not really.. it doesnt really happen after x days it should be something which the user can choose the dates
    – Prady
    Commented May 9, 2016 at 6:28
  • is apex scheduler an option for you? In here you can specified a specific datetime in the future to execute the action (apex class to send an email). The only problem is that required some coding. One VF and apex class but whit this should be enough.
    – MANUELAN00
    Commented May 9, 2016 at 6:53
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    You can use time-based workflow by setting it to run 0 days after the date is reached if you store the date as a field against the record. That way the user can select the date and the WF will fire.
    – Richard Durrant
    Commented May 9, 2016 at 7:28
  • @RichardDurrant Oh great thats a good option. Let me try that
    – Prady
    Commented May 9, 2016 at 9:31

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You can use time-based workflow by setting it to run 0 days after the date is reached if you store the date as a field against the record. That way the user can select the date and the WF will fire.

Associate the WF with whatever object type you need it on. Just add an email alert to the TBWF and you're good to go.

Also check out process builder for the functionality in there - its like workflow, but on steroids.

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