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Topics#Customer ServiceLeigh Leisle's Question
Leigh Leisle asked in #Customer Service
May 22, 2015, 12:32 PM

90 days before renewal, need to send reminder e-mail to Contact listed on the Service Contract. Which automation tool should I use?

I am using a time-based action in Process Builder to create an Opportunity 90 days before a Service Contract end date.  This is working fine.  Along with creating this opportunity, I'd like to send reminder e-mails to the Contact listed on the Service Contract at 90, 60 and 30 days.  The documentation states that In Process Builder, I can only send e-mail alerts.  In Visual Workflow, it states that I can send e-mails. In the reasearch I have done, it seems to me that e-mail alerts are intended for people internal to the company (co-workers, managers, etc.), not the Contacts outside the company.  Is my assumption correct?  If so, should I build the time-based action in Visual Workflow?  Any help would be appreciated.

 

Thanks.
3 answers
  1. Stephen Noe (Salesforce)
    May 22, 2015, 12:52 PM
    +1 to using Process Builder and keeping everything in one place.

     

    Here's a peek at how your email alert can be setup:

     

    +1 to using Process Builder and keeping everything in one place.

     

     
  2. Leigh Leisle
    May 22, 2015, 5:30 PM
    Jeff and Stephen, thanks for your help.  Stephen, the screen print you sent was very helpful and was just what I needed to get "unstuck" and move forward. 
  3. Jeff May
    May 22, 2015, 12:36 PM
    Email Alerts can be sent to anyone.  They are just a mechanism to send an email to a recipient.  You can set up your time-based email using the Process Builder so your entire 'business process' is in one place.
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