Note to get started with this Workflow, you must set up your Process Automation Settings which we cover in this help doc.
This Swantide Workflow provides you with a seamless way to schedule Email Notifications for the Opportunity Owner based on a specified number of days before the Opportunity Close Date. This valuable feature ensures that the owner receives timely reminders to take necessary actions or consider extending the Close Date, if required.
Let me illustrate how it works with an example: In the attached screenshot, you'll notice a variable prompt labeled "How many days prior to the Opportunity Close date should an email be sent to the owner?" Here, you can easily enter the number "20" to set up an email reminder that goes out 20 days before the Opportunity Close Date.
For instance, if an Opportunity has a Close Date set to January 30th, the Swantide Workflow will send an email notification on January 10th at 9:00 AM to the Opportunity Owner, promptly alerting them that the current Opportunity Close Date is rapidly approaching.
Other great features of this workflow is that you can set what the email message should encompass, provide them a link to the Opportunity Record (provided you enter in your Salesforce url domain - see screenshot), and what type of Opportunity this email reminder should look out for!
By integrating the Swantide Workflow into your existing processes, you can significantly enhance communication and ensure that your reps are well-informed and on track throughout the Opportunity lifecycle.
