Question

A sales manager wants an automated email reminder sent to the Opportunity owner exactly 3 days after an Opportunity's Close Date if the Opportunity is still in an open stage. The reminder should not fire immediately when the record is saved. Which automation approach should the administrator configure?

Accepted Answer

A record-triggered flow that runs when a record is created or updated, using a scheduled path set to run 3 days after the Close Date, with a decision to check the stage before sending the email alert

Answer

A before-save record-triggered flow that sends the email alert as soon as the Close Date field is populated

Answer

A screen flow launched by the owner each morning to review Opportunities past their Close Date

Answer

An autolaunched flow with no trigger that recalculates the Close Date and sends the reminder