Carry out the following steps to create an Opportunity close date email alert using a workflow:
- Click on the Setup gear icon in the top right-hand corner of the main Home page, as shown in the following screenshot:
- Click on Setup, as shown in the following screenshot:
- Navigate to the workflow rule customization setup page as follows: Process Automation | Workflow Rules.
- Click on Continue (if shown).
The Continue button is found on the Understanding Workflow page (if this is shown), as shown in the following screenshot: ...
