Send Email Contact Birthday – Workflow Way
To send a contact birthday wish is a standard requirement in marketing. Unfortunately, Salesforce does provide out of the box solution; to make this work, we need a little bit setup.
- Create a Date custom form for next year birthday.
- Create the first workflow to send the happy birthday email on the day and set the Next_Birthday__c to next null;
Create a workflow rule with the rule criteria below.
Set 2 time-base workflows; 1 to send the email, another one to update Next_Birthday back to null.
- Create the second workflow to set the next birthday. If the date of next birthday < today, then It should be next year. Otherwise, It will be next birthday > Today.
- Activate both workflows then It is up and run.