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Customer experience | Sales, Customer Insights,...
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Workflow trigger by date field

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Posted on by 5

I have date field Est. Close  Date for opportunity.

How to send email to the owner 5 days before that date?

I tried couple of things, and I got Process Error 

"An automatic proces cannot be activated if no activation parameters have been specified.

Add activation parameters, and then activate."

what I shoul do?

Thanks

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at
    RE: Workflow trigger by date field

    Hello,

    What you need is "Timeout" workflow - blog.clickdimensions.com/.../

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