Salesforce - Email Automation Reminder

  • Status Closed
  • Budget N/A
  • Total Bids 18

Project Description

Require an automated (scheduled) email that sends once a day to ACCOUNTS that have upcoming OPPORTUNITIES.

The purpose of this is to remind our ACCOUNTS of OPPORTUNITIES that are upcoming, so opportunities that are equal to or greater than todays date.

Opportunities already attach to the ACCOUNT but we need an automated email that sends them a reminder of ALL OPPORTUNITIES in their account greater than today's date.

More details to follow in doc.

Must be able to start ASAP. Show past work with Salesforce/experience.

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