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.


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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  • Will it works for existing records? – Raghu Oct 9 '19 at 14:05
  • @Raghu no it wont work for existing records. – Tushar Sharma Oct 9 '19 at 16:02
  • Can I just make a dummy update and make the opportunities edited, will it work at that time? – Raghu Oct 10 '19 at 12:41
  • @Raghu then you need to choose the third option and need to match criteria. – Tushar Sharma Oct 10 '19 at 15:28

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