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Salesforce CRM Admin Cookbook by Paul Goodey

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Creating an opportunity close date e-mail alert using workflow

As best practice in CRM systems, when creating sales opportunities there should always be a close date with which we can forecast, report, and monitor the progress of the sale.

In Salesforce CRM, the close date can be referred to in order to automatically trigger an e-mail that alerts the opportunity owner that the sales opportunity is nearing the scheduled close date.

To create this automatic sending of close date e-mail alerts, the following recipe makes use of a Salesforce workflow rule and e-mail alert.

Getting ready

Create an e-mail template using the following steps:

  1. Navigate to the new e-mail template creation page, by going to Your Name | Setup | Email | My Templates.
  2. Select My ...

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