Need to develop a solution for Customer yearly Review in Salesforce. Would need automated process, which will send out an email / text reminder and book the appointments with customers
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Hello, I have more then 5 years of experience in Salesforce and I can able to help you with developing the apex class and we can automate the business logic by sending emails to your customer
I have worked on the same requirement earlier, When we get an opportunity and meets the criteria we send an automated email to follow up on the required criteria.