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We have a custom child object called ‘Placements’ which has a many to one relationship to the parent ‘Account’ (person Account) object. We currently send out emails to the Account (via a process – used to be a bunch of WF rules) based on a ‘Status’ and ‘X’ amount of days after ‘Start Date’ from the Account object.

We’ve moved the ‘Status’(picklist) and ‘Start Date’(date/time) onto the new Placement object, and need the process to work from the Placement instead of the Account. Each ‘Placement’ is essentially a job. The process works perfectly fine if the Account has only one Placement, but the issue is that many Accounts can have multiple Placements, and emails also get sent to Line Managers (which would be different for each Placement).

The emails are as follows:

WHEN Status = 10 - ‘On Programme’ + Start Date = ‘30/04/19’ THEN

  • 3 days AFTER ‘Start Date’ send “3 Days After email”
  • 10 days AFTER ‘Start Date’ send “10 Days After email”
  • 60 days AFTER ‘Start Date’ send “60 Days After email”
  • 90 days AFTER ‘Start Date’ send “90 Days After email”
  • 100 days AFTER ‘Start Date’ send “100 Days After email” (This goes on for around 25 Emails).

The ‘Placements’ will have the same ‘Start Date’ and the ‘Status’ would change and revert back to ‘10 – On Programme’ but will be different ‘Placements’ on the same ‘Account’. How would we be able to send out the correct emails at the correct time to the right ‘Placement’ without retroactively sending emails and to the wrong ‘Placement’ (only sends to the most recent 'Placement') from the ‘Placement’?

Any help is much appreciated!

Many Thanks, Natasha :)

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