Sign Up ›

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
David EderyDavid Edery 

Send reminder email on task due date

Hello,
l need to put in place a workflow that simply sends a reminder email to a task owner on tha task due date.

I've tried to find a step by step up to date tutorial to do that on Lightning or Salesforce Classic but have only found https://screencast-o-matic.com/watch/cofjF2e9Yt where, unfortunately, the interface and the steps don't seem to transpose in the new interface.

Does anyone has the right tutorial please?

Best,
David
Best Answer chosen by David Edery
VinayVinay (Salesforce Developers) 
Hi David,

Workflows are only available in enterprise, unlimited, performance and developer editions.

Review below link for same.
https://help.salesforce.com/articleView?id=customize_wf.htm&type=5

Also you can vote on below link to make this feature available in future.
https://success.salesforce.com/ideaview?id=08730000000BrNvAAK

Hope above information was helpful.

Please mark as Best Answer so that it can help others in the future.

Thanks,
Vinay Kumar

All Answers

Lokesh KumarLokesh Kumar
You can create a Time Based Workflow with criteria TaskDueDate - 2 -hours or Days and Status != Completed. In the action send an email alert using the Email template.

Here are the steps for the same 
https://help.salesforce.com/articleView?id=000340084&type=1&mode=1 (https://help.salesforce.com/articleView?id=000340084&type=1&mode=1)
David EderyDavid Edery
Dear Lokesh,
Thanks a lot for your very prompt advice. I'd found this one.
However, correct me if I'm wrong, but the Salesforce Professional edition - that I have - doesn't have the Workfow Rules natively. I had tried to download an add-on - can't remember which one - but it finally dispayed a message that it was not compatible with the actual edition either.
Any other direction?

Thanks a lot for your expertise. I'm still new to Salesforce and sometimes struggle to find out the right procedures in the jungle of tons of help and trailhead pages :-)
VinayVinay (Salesforce Developers) 
Hi David,

Workflows are only available in enterprise, unlimited, performance and developer editions.

Review below link for same.
https://help.salesforce.com/articleView?id=customize_wf.htm&type=5

Also you can vote on below link to make this feature available in future.
https://success.salesforce.com/ideaview?id=08730000000BrNvAAK

Hope above information was helpful.

Please mark as Best Answer so that it can help others in the future.

Thanks,
Vinay Kumar
This was selected as the best answer
David EderyDavid Edery
Thanks a lot Vinay. I put a comment and a vote as suggested and hope that this basic feature will be made available in Professional edition in the near future.
Lokesh KumarLokesh Kumar
Never loose the hope. You can still achive the same using Process Builder and Process Builders are availabel in Professional Edition