+ Start a Discussion
Hermes GomezHermes Gomez 

75 Days Before Contact: Next Birthday

Hi guys, 

Im setting up some email alerts for my org. 

I need to set an alert 75 days before a client turns certain age.

I have set a time triggered action send me an email alert when this happens and here goes my question. 

If a contact has been recently added to the org and this contact is only 40 days away from its birthday. will the workflow still send me the alert even tho is past the 75 day mark ?
Akshay Bhosale 7Akshay Bhosale 7
Yes you should receive the Email Alert. 
Harish S 25Harish S 25
Hi Hermes,
The straight answer to your question is NO. There are lot of things you need to consider for this scenario. Also you have not mentioned how you making workflow triggered. If i understand your scenario correctly, you may like to receive an email alert every year for all the active contacts/clients 75 days before his/her birthday..
I would suggest to refer knowledge article : Creating an Automatic Birthday Email (000181218)
 https://help.salesforce.com/articleView?id=000181218&language=en_US&type=1

This article has detail steps on how to create alert for birthday...

 
juhi dhiverjuhi dhiver
No.
The trigger is not fired .