Salesforce Flow: Schedule Triggered Flow to send and email base on a date field.

I will walk you through how to create a flow that sends an email alert to a campaign member based on a date field. This will remind contacts about an upcoming event they are to attend.
Replace your Email Alert Rules with this easy Flow that will also record what was sent by creating a Task on the Contact page to record that this email was sent.
This Demo was done on a Spring 22" Org.

[@anikettomar4172]

Thank you beautiful lady. I really appreciate this video. It really solved my big problem 😌. Keep Making and helping others as well.

[@nicolaberry9225]

Thank you so much for this video. This was incredibly helpful. My colleague and I watched this whilst setting up a similar flow yesterday and it works perfectly. All I need to learn now is how to add in a path to the same flow for a recurring reminder email!

[@jeffhemming5689]

I was stuck and this unstuck me! After watching your video I was able to setup a flow that sends a series of emails over a three month period. Thank you for sharing and making the community better!!

[@ericmauriello5359]

Amazing. So helpful.. I am going to try this .. fingers crossed.

[@adrianpurewal204]

Thank you, this was very helpful. :)

[@MARINAGUIMA22]

Really good ❤

[@user-db3fn4fe9n]

Thank you for this!

[@bhaskargujjula7034]

Bingo.... 😃Thank you very much !!!

[@AndreLuiz-gm6ig]

You save my day!

[@javarice1]

Thank you thank youuuu

[@VishwaBharathi]

Thanks i tried and and is working my question,
Is this flow run for all the records available in the opportunity. Bez why debug it show only one record .....

[@kylealonso5201]

Thank you! What if a person signs up with 4 days left before the event? Would they still get the day 7 email alert?

[@TristaJensen]

Question - did I miss somewhere where you chose your html email template to send as the email? I just saw where you sent an email alert to campaign member. Not an actual template email, right? Wondering what that email alert looked like when sent to a campaign member....

[@meilykristian6725]

Hi Mia, I have scenario but I do not know how to execute it, could you please help?
We used email to case. When customer coming to our first layer agent and issue could not solved by first layer, the agent will update the case with resolution "escalate". We already setup automatic email to send email to customer and informed the case has been handle by next level.
Then second layer agent will follow up the escalate case, there is possibility that the escalate case will open more than 4 days (depend on the case). Second layer agent have responsibility to update last escalate case status to customer every days (now still manual).
Use case :
I want to make schedule triggered flow for second layer to send automatic email everyday at 2PM (configurable) using mail template to update the last status.
But I only want the schedule start to run for the escalate case that create before 8AM (configurable). If the escalate case create after 8AM, schedule flow will start to run next day.
Example :
1. Escalate case created at 6AM 17/8/22 (by flow it will send automatic email to send email to customer and informed the case has been handle by next level). The schedule flow to update status will run the first time at 2PM 17/8/22.
2. Escalate case created at 10AM 17/8/22 (by flow it will send automatic email to send email to customer and informed the case has been handle by next level). The schedule flow to update status should run the first time at 2PM 18/8/22, because the time frame is too short to give any update to customer.
Another question : when we used schedule triggered flow, in schedule frequency the option only Once, Daily, and Weekly. If we want to make the frequency every two days, do we have workaround for that?
Thank you so much, hopefully you can help :)

[@curtiskline132]

Is there any way to do date math in these? Or do we always need to add a custom formula field to our records that calculates the days from the date field?

[@mattb7450]

I think you can make a formula in the flow,as a variable

[@nitingoyal7728]

do we have to create event date & days until event field on campaign member object ??

[@md.moniruzzaman3790]

thanks for video and it's really helpful. I want to send emails to all Campaign members for a specific campaign. Can you please help.

[@nitingoyal7728]

I can't see confirmed picklist value to add in condition? please tell me where can i find that field

[@VishalKumar-jv4zs]

@Nicole Can you please tell me how to perform for recurring task

[@VishwaBharathi]

Hi am learning Salesforce right and trying for the job. If you help me with real time use case that would be greatly appreciated.
Please also suggest me some volunteer project

[@GovindKumar-ui1vx]

can i send email every one hour??

[@Max-nq3nh]

can u tell me the formula to calaculate days before field

[@thalitamoreira-ms3wd]

it achieved?