Salesforce Email Notification to Customer

About the company:

Dwelo is bringing smart device technology to apartment communities. Our software, hardware, and service platform enables the owners and managers of multifamily properties to offer smart homes as an amenity to their residents and simultaneously improves the efficiency of property operations. Dwelo smart apartments are live in thousands of apartments from coast to coast. We are a growing team making a lot happen, we are taking on some big names, and while we’re leaders in the space, we’re just getting started.

Why do we need this project done?

We have a team of field technicians that installs the smart hardware in various apartment communities across the US. The work they do is tracked in Salesforce. We work directly with the staff that manages each apartment community to schedule new installations in their apartment units that have recently become vacant. Prior to the arrival of a Dwelo technician, the apartment staff needs to be ready and available to give them access to the units in order to complete the installation. However, the apartment staff has lots of things they are juggling and they often forget about our scheduled work and are not prepared for our tech when they arrive which either causes a delay or results in a reschedule.

We want to do all we can to help remind our communities when we have a technician coming and it's not realistic to do this manually. We'd like Salesforce to email the apartment staff 72 hours and 24 hours before any scheduled work. We have all the data we need to automate this but have no in-house Salesforce developer that can build what we need.

Project scope:

We have three types of custom objects that will need to be used for this email trigger. The "Community" object has the main details of the apartment community while the "Work Ticket" object as the details of the specific work that is being performed by a tech at a particular apartment community on a particular date. The "Unit" object shows the details of the specific apartment units at the community. Work Tickets are associated to the Community object when they are created. Units are associated to both the Community and the Work Ticket objects.

We only want communities with the field "Community Type" equal to "Retrofit" to be included in this email trigger. From there we also only want to include Work Tickets that have the "type" picklist field equal to "Install-Full".

After filtering out the Communities and Work Tickets using the above logic we want the email to trigger if the "Scheduled Date" of the Work Ticket is 3 days in the future and then again if it's 1 day in the future.

The email should be sent to the contact listed in the "POC" field on the community record. The all caps items in the below template are the related Community and Work Ticket fields we would need to have pulled into the email.

Email template:


We wanted to remind you that a Dwelo technician will be at your community on "SCHEDULED DATE" to install the Dwelo system in the unit(s) below. Please make sure we have permission to enter the units and that each unit is ready for the full installation of Dwelo.

If you have any questions or need to reschedule please contact your Community Success Manager.



We'd like to have this done in the next 2-3 weeks if possible.

Skills:, Salesforce App Development, CRM, SAP, Cloud Computing

See more: creloaded change email notification, send email notification event triggered sharepoint, phpbb request email notification posts, phpbb3 email notification, sample email response customer email, schedule email notification net, auction email notification, email notification asterisk, email notification mobile phones, phpbb email notification mod, email notification voicemail elastix, phpbb email notification post, aspnet error email notification, email notification phpbb, sharepoint custom email notification, cgi file upload email notification

About the Employer:
( 0 reviews ) Draper, United States

Project ID: #20466824

Awarded to:


Hi I have more than 10 years of software development and have 5 years of experience in salesforce. I hold certification in salesforce and have implemented solution for client in freelancer.

$333 USD in 5 days
(1 Review)

36 freelancers are bidding on average $524 for this job


Hello, Hope you are doing well :) I would love to have the opportunity to discuss your project with you. May I ask about your Salesforce edition? We have worked on environments of companies like “Deloitte” and “Jam More

$800 USD in 10 days
(24 Reviews)

Hello Dwelo Team, Hope you are doing great. I am PD1 and ADM 201 certified salesforce Consultant working on the platform for more than 6 years. Have expertise in Configuration, Customization, Integration, and Lightni More

$550 USD in 15 days
(18 Reviews)

Hi There, I am a Senior Salesforce Consultant, Solution Architect, and Developer with 7+ years of experience in Salesforce. I have strong knowledge of Salesforce Architecture, Design, and Development along with experie More

$650 USD in 7 days
(24 Reviews)

Expert in the integration of Salesforce with third-party solutions) ( I am developing a complete Field service solution for one of my US clients- Developing Custom FSL and Mobile application for their business) I hav More

$500 USD in 7 days
(26 Reviews)

Hi, Hope you are doing well. I am Salesforce certified developer, having 7.5 years of experience in different area(Sales Cloud, Service Cloud, Community Cloud) of Salesforce. Please connect with me to discuss. Best More

$500 USD in 10 days
(13 Reviews)

Hi, Greetings from Appadurai of Bizappln Solutions. I am a Salesforce certified developer with 15+ years of software industry experience and an ex-employee of Zoho.  Have gone through your requirements to send email t More

$500 USD in 7 days
(5 Reviews)

Hello, Glad that you took time to put detailed requirement. It made things really easy to understand. I am an accomplished, certified & top rated Salesforce developer and can makde necessary changes in your Salesforce More

$750 USD in 7 days
(9 Reviews)

Hello myself Ekta Verma, I am 2x (PD1 & Admin) Salesforce Certified platform developer with 5.7 years of industry experience and 3+ years of relevant experience in Salesforce technology. I am also a Microsoft certified More

$550 USD in 7 days
(9 Reviews)

Hi There,   You’re looking for a Salesforce Expert Developer/Admin/Consultant for your project and this is exactly what I specialize in. I’ll keep this short and we can go into more details when we chat. Before anythin More

$750 USD in 5 days
(3 Reviews)

I have an experience of 4 years in salesforce which includes both configuration and customization including lightning. Please feel free to contact me

$555 USD in 3 days
(10 Reviews)

Hey There, Thanks for providing such a detailed and clear project brief. As per my understanding reading the above description, a Batch class will be the appropriate solution for this. We can get on call to discuss f More

$700 USD in 2 days
(7 Reviews)

Hi there, I can implement your requirements with salesforce for automation of email alerts. Please consider me to work on this project. Thanks.

$400 USD in 15 days
(1 Review)

Hey, I am Fateh Singh, having 9-year experience in Salesforce and [login to view URL] platform with extensive knowledge of Business Process and Salesforce Customization/Development. Core Competencies : • Salesforce Consultancy More

$750 USD in 7 days
(2 Reviews)

Hi there, I have read your job description very carefully and understand the requirements. I have worked on similar projects and I am confident to exceed your expectations. I am a Certified Salesforce professional wit More

$500 USD in 5 days
(1 Review)

Hello Dwelo, I completed your requirement in my dev org. Here is the link for you to access the demo, [login to view URL] To test: 1. Click on the above link 2. Click More

$350 USD in 3 days
(0 Reviews)

I am a seasoned Salesforce Admin/Developer experience. I am a highly trained Salesforce® certified with a strong knowledge of Salesforce Development along with experience in Salesforce configuration and customization. More

$300 USD in 5 days
(0 Reviews)

Hi, I am a Salesforce Certified Developer and Administrator. I understand the project scope and will help you. Would you like to schedule a call to discuss all the details? Thanks, Dmitriy

$500 USD in 5 days
(0 Reviews)

Hi, I’m available for INTERVIEW on your convenient time. If you have any TEST ASSIGNMENTS please let me know. Coming to your project scope, to create scheduled email using template, writing triggers, write scheduler More

$750 USD in 21 days
(0 Reviews)

Hi, I am Salesforce developer with 2 years of experience. I worked with the biggest companies on a few projects. You can check my profile on linkedIn: [login to view URL] I cooperate with 2 others More

$500 USD in 10 days
(0 Reviews)

Hi I’m a Salesforce consultant from Deloitte having very good exposure in Salesforce customisation and configuration.

$250 USD in 15 days
(0 Reviews)