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I want to send an email with purely text everyday to specific salesforce users. Been told Apex is the best way to do this.

I haven't written any code for Salesforce so please bear with me.

Hope you can help.

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  • It's easier, Write a apex job which will run daily and send email. Feb 15, 2017 at 13:01
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    You can schedule apex code. Here's the documentation about the schedulable interface. And here's the documentation about how to send emails. Feb 15, 2017 at 13:13
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    If you are new to writing apex code, you should try the Developer Trailhead before starting to write your own code. Feb 15, 2017 at 13:17
  • Thanks all - I will take a look at the developer trailhead but I think I still will be confused. Where do I put any apex code in, do I need a developers console?
    – James
    Feb 15, 2017 at 14:06

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Apex is definitely the most scalable solution. However, if the numbers of users you would email are under ~1000, you could try a declarative solution, using the 'process builder scheduler' tool that Doug Ayers built and visual workflow.

This would allow you to use a flow to select the users to email and send them an email, at a scheduled frequency.

You might be able to pull this off using process builder instead of flow to send the emails, but I think would be more likely to hit limits. I would certainly test that first and then move to flow if needed.

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  • Thanks I will try Apex - where do I start to put apex code in SF?
    – James
    Feb 15, 2017 at 14:07
  • Def start w the developer trailhead modules as suggested in the comments.
    – gorav
    Feb 15, 2017 at 14:17

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