Have you ever had the need to send a weekly update email sharing specific data from CRM, but there isn’t any specific trigger you can use? Or, you want to send an email notification months or even years based on a date on a record? Rather than setting off lots of workflows with a timeout clause (which…
Continue Reading Megan V. Walker’s Article on their blog
Scheduling Recurring Emails Using A Workflow
Blog Syndicated with Megan V. Walker’s Permission