Automated E-mail Notifications For Open Leads/Opportunities Older Than 3 Months (Doc ID 2160712.1)

Last updated on JULY 27, 2017

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.1.11.1.0 to 11.1.11.1.0 [Release 1.0]
Information in this document applies to any platform.

Symptoms


ACTUAL BEHAVIOR
---------------
Automated e-mail notifications for open Leads/Opportunities older than 3 months

You have a business requirement from your client to send an automated e-mail to the Opportunity owner when an Opportunity or a Lead is still open 3 months after the creation date.
You are aware how to make Sales Cloud send an e-mail when there is a field change (we have trigger), but the point in this case is that these notification e-mails should be sent out automatically without any user interaction required, only based on the creation date being older than 3 months.
And you want to understand how to achieve this.


 

EXPECTED BEHAVIOR
-----------------------
Auto send of email notifications after 3 months

STEPS
-----------------------
The issue can be reproduced at will with the following steps:
1. Create object workflow
2. The object workflow triggers instantaneously when criteria is met

Cause

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