function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
MySetMySet 

Birthday Scheduler: Need help

Hi,

 

Can some one help me to send mail to a contact on his/her Birthday by auto process(configuration or customization) every year?

thatheraherethatherahere

Learn about Time Basesd Workflows in salesforce.

 

https://ap1.salesforce.com/img/actions_example.png
subbu123.pbt@gmail.comsubbu123.pbt@gmail.com

1. Create a workflow which will fire if formula evaluates to True Formula = AND( Birthdate  = Today())

2. create a Workflow email alert and send to Account Owner to remind him about birthday

3. Create a Task and set due date = BirthDate