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It sounds like this would be a good use case for the new Scheduled Flows. You could use the flow to fetch all the items related to a Contact that have breached on the current date, and then send one email per contact with all the items.


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You can add checkbox 'Email Sent' or something similar and restrict to only fire workflow when checkbox is deactivated.


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EDITED 11/12/2019 1:17pm PST To solve this usecase, query the EntitySubscription Object to gather the users who should receive the email and leverage the Flow Core Action: Send email (instead of the Simple Email) Addition by Kleinhomer 11/13/19 3:45 PM EST: Because the custom object that I made the email template off of didn't have an email address ...


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If you are looking for an email alert that already exists,you can search it in actions by its name Or you can create your own Send email action within the flow.


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I recommend removing the LastModifiedDate and LastModifiedById conditions within your Workflow rule criteria. Also, the LastModifiedById should be compared with an ID field i.e. a Salesforce Id of the User record for the MY SFDC USER ID user, instead of comparing it with the name of the user. Remove these from your rule criteria and the workflow should ...


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