As a best practice in any CRM system, when creating sales opportunities there should always be a close date with which to forecast, report, and monitor the progress of the potential sale.

In Salesforce CRM, the close date can be referenced to automatically trigger an email to remind the opportunity owner that the sales opportunity is nearing the scheduled closed date.

In this recipe, we will automate the sending of a close date email reminder with the use of a Salesforce workflow rule and email alert.