Send Reminder Email to create record on specific date of the month using Scheduled Triggered Flow #inSalesforce

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Send Reminder Email to create record on specific date of the month using Scheduled Triggered Flow #inSalesforce


Suppose you want to send a reminder on 5th of every month to create an Account (no object to be selected since this is reminder email before record creation)

Create a scheduled triggered flow, put the start date and time as needed and frequency daily

Decision:

When?

5thoftheMonth; Criteria: Flow.CurrentDate equals Create Formula 

DATE(YEAR(TODAY()), MONTH(TODAY()), 5)

Action: 

Send Email (direct or via email template) or Create Task as needed then End

Default Path: End






                                 Visual: https://www.youtube.com/watch?v=6zpN1utUqqA

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