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Rachuri LakshminarayanaRachuri Lakshminarayana 

birthday mail to contact records

Khan AnasKhan Anas (Salesforce Developers) 
Hi Rachuri,

Greetings to you!

You can use Workflow Rule or Apex Scheduler to create an automatic birthday email.

Please refer to the below knowledge article which might help you with the above requirement.


Also, please refer to the below links which might help you further.



I hope it helps you.

Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.

Thanks and Regards,
Khan Anas
Deepali KulshresthaDeepali Kulshrestha
Hi Rachuri ,

Let me provide you a wonderful application on Appexchange named as 'Events Reminder' that would serve your purpose.

It can show the upcoming b'days of all your users and contacts and also you can send email notification as per your scheduled time.

You can customize the B'day notification as per your need for even Custom fields as well.

You can go through the link below to install it from the Appexchange:


For a better understanding, you can also go through our user guide manual


I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.

Thanks and Regards,
Deepali Kulshrestha