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Adriana Voyce
Schedule Birthday Batch - Check Box
Hi All,
I have a series of workflows with email alerts and filed updates for birthdays the details are here: https://help.salesforce.com/articleView?id=000181218&language=en_US&type=1
The problem with this is that it requieres a mass update of all my records which puts thousands of records in time based workflow queue and interferes with other time based workflows that I have.
What I would like to do it the following: I have a formula that calculates "Next birthday Date" - I would like to have a scheduled batch that runs every night and for records that match that date - I want them to be checked with a checkbox that will kickoff the worklfows. I am using both regular contacts and person accounts so this needs to work on both or it has to be 2 different ones and thats ok, but I have NO IDEA!!! how to do something like this... Does any one know?
I have a series of workflows with email alerts and filed updates for birthdays the details are here: https://help.salesforce.com/articleView?id=000181218&language=en_US&type=1
The problem with this is that it requieres a mass update of all my records which puts thousands of records in time based workflow queue and interferes with other time based workflows that I have.
What I would like to do it the following: I have a formula that calculates "Next birthday Date" - I would like to have a scheduled batch that runs every night and for records that match that date - I want them to be checked with a checkbox that will kickoff the worklfows. I am using both regular contacts and person accounts so this needs to work on both or it has to be 2 different ones and thats ok, but I have NO IDEA!!! how to do something like this... Does any one know?
Please refer the below link for reference.
- https://salesforce.stackexchange.com/questions/11097/birthday-chatter-post
- https://developer.salesforce.com/forums/?id=906F00000005FkIIAU
Hope it will be helpful.Please mark it as best answer if the information is informative.
Thanks
Rahul Kumar