I need one email to be sent to a specific SF user for any opportunity meeting the following criteria:

    1. Division = Midwest
    2. Expiration Date = 2 weeks out
    3. Stage = Presentation Scheduled


Solution

  • First: Create a formula field: Days Til Expire i,e, Today() - Expiration Date )

Create a workflow rule that includes your new formula field:
  • Days Til Expire = 14
  • Stage = Presentation Scheduled
  • Division = Midwest

Set Evaluation Criteria to Option 2


Set Recipient Type to User:



Then select your User(s)