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.
We have 1+ years of experience in Salesforce Development. We have handled such requirements earlier, So we believe we can deliver your requirement on time.
I understood that you need to notify some user about the upcoming opportunities (may be according to some date criteria. According to me a Scheduler class will be able to handle this request.
I've done such things in past in my organisation.
I'll also provide the Technical Design document for the same.
Hi,
I hope you are doing great. I have relevant experience on email reminder automation using apex scheduler. Please let me know I can start it right away.
Thanks
Suresh