WeDid:Salesforce Auto Renewal Email Services
March 5, 2014 /
Posted in We Did
Challenges
This company sells maintenance contract to their customers. Each contract has a maintenance due date. A couple of emails are required to be sent out before and after the maintenance due date, for example, 10 days before the due date and 5 days after the due date. The standard workflow function has limitation building a dynamic template driven by the different custom object.
Solution:
Built a scheduled Apex Job that runs daily. This job calculates contract maintenance fees automatically.
Related Objects | Contact Email Template |
Components | Schedulable Apex class CronTrigger Job |
Complexity | Medium |