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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.

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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.

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

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