I have a requirement where an email should be sent to the customers before 30 days of their subscription last date, Can I do it using time based workflow, there will be no manual intervention for the records. IT should automatically pick up the records and should send mail.
1 Answer
You can use the first option "when record get created" and in that use "30 days before subscription last date". It will trigger the email.
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Can I just make a dummy update and make the opportunities edited, will it work at that time?– RaghuCommented Oct 10, 2019 at 12:41
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@Raghu then you need to choose the third option and need to match criteria. Commented Oct 10, 2019 at 15:28