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Send an automated email to a specific opportunity after an opportunity is closed won

Question asked by Shailendra Dubey on Jan 7, 2019
Latest reply on Jan 8, 2019 by Sanford Whiteman

I need to do following

Send an automated email to customer from opportunity owner after 2 weeks of close date

Create task in Salesforce for opportunity owner to call customer after 4 weeks of close date


Now till now i have done following

Created smart list with filter

  • Is Customer = True
  • Has Opportunity :-> Has Opportunity = True | Stage = Closed Won | Type = New Business

Is above steps are correct?

Now in email what I have to added in From Address & Reply-to.


Can anyone help me give direction on this.