Activity › Forums › Salesforce® Discussions › How can we set-up recurring time-based workflow actions in the Salesforce platform ?

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  • Piyush

    Member
    November 6, 2019 at 6:07 am

    Hi,

    For the time-based workflow actions, you need to first create:-

    1. Creating an Email Template. (Setup->Communication Templates->Classic Email Templates)
    2. Creating an Email Alert. (Setup->Build->Create->Workflow & Approvals-> Email Alerts)
    3. Creating a Workflow. (setup->Build->Create->Workflow & Approvals->Workflow Rules)

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