Review considerations for scheduling opportunity update reminders.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- In the update reminder email, the View Details button links to Report Home, where users can create a report of their teams’ opportunities.
- Users at the top of the portal role hierarchy receive reminders even when they don’t have access to an opportunity. The top role in a portal hierarchy depends on how many users you set up in the hierarchy. With three roles, the top role is Partner Executive, and with two roles, the top role is Partner Manager. To prevent sending reminders to users in the Partner Executive or Partner Manager roles, remove them from the highest portal role.
- When you have only one role in your portal hierarchy, you can’t remove a user from the role. To stop sending reminders to an executive or other user, in your personal settings, go to My Update Reminder and change the Recipients setting to Myself only.
- So that your users can control which individuals receive opportunity update reminders, create at least two portal roles.