Lesson: 72 | Contract Expiration Notification

User Story

User Story

As a Salesforce Admin, I want an automated process that sends an email notification to the contract owner when a contract is 15 days away from its end date. The email should include the contract details and a reminder to take necessary action. This ensures that contract owners are aware of upcoming expirations and can decide whether to renew, modify, or terminate the contract in a timely manner.

Email Details:

Subject: "Upcoming Contract Expiration – Action Required"
Body:
- Dear [Contract Owner],
- This is a reminder that the contract [Contract Name] (Contract Number: [Contract Number]) associated with [Account Name] is set to expire on [End Date].
- Please review the contract and take necessary action before the expiration date.
- If renewal is needed, please proceed accordingly or contact the relevant team.
- Best regards,
- [Your Company Name]