WeDid:Salesforce Auto Renewal Email Services

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