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Wave23
Birthdate
I'm trying to create a workflow so that I'm notified 5 days prior to my Contact's birthdate. I'm currently using the formula LEN( TEXT( PersonBirthdate )) <> 0 that alerts me only on the actual birthdate.
Please help.
If think you need to create a Workflow Rule with Time Dependant Workflow Action. How are you storing their Birthdate? Do you have a custom Field? If you do what is the Datatype and the Format of the field?
Thank you for your response. I have setup custom field as "birthdate" using the "date" data type.
Okay this should work for you then:
https://na3.salesforce.com/help/doc/en/workflow_examples.htm#HappyBday
Contact Birthday Reminder
This example assumes there is a Next Birthday custom formula field that uses the following formula to calculate the date of the contact's next birthday on contact records:
Stevemo,
Thank you for the information. I've tried copying and pasting the formula below into the field as well as using the functions provided in "Insert Field", "Insert Operator" and "Functions" but I continue to get Syntax errors. Also, I'd like the email alert to be sent to me as opposed to the contact.
Thanks for all your help
What is the syntax error that you are getting? Can you post a screenshot?
Just to clarify a bit, the birthdate is actually tied to an Account
Here's the error I got when copying and pasting the formula:
Account: Birthdate not equal to null Account: Email not equal to null
Wait is this an Account or a Contact? In your first post you said "I'm trying to create a workflow so that I'm notified 5 days prior to my Contact's birthdate." and now you're saying that it's on the Account.
Here's the other syntax error I got when using the functions....I hop this helps.
Birthdate__pc <> NULLVALUE(expression, substitute_expression) PersonEmail <> NULLVALUE(expression, substitute_expression)
According to Salesforce, with the version I have, my Contacts are actually considered Accounts....It can be confusing
Which Edition of SFDC are you using?
Wealth Management
Wealth Management is really an Edition of SFDC, it's a feature within SFDC. In the Title Bar of your browser it should say which Edition You're using Enterprise, Unlimited, Developer, etc...
I have the Enterprise edition
So you created a custom field on the Account object for the person's birthdate??? I don't understand why don't you just use the standard Contact.Birthdate field???
The Wealth Management version doesn't have a "Contacts" tab; it's replaced with a tab called "Clients" which basically serves the same purpose. However, any changes for this tab need to made to "Accounts". I am using the "Birthdate" field provided within the "Clients" tab
I am trying to get this setup and working too. I have the next birthdate field on the contact record, but the workflow rule never seems to fire. Is there a way to use the System Log or some other tool to see if the rule is or isn't firing?