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Doug Eden
I need to send email birthdays automatically based on the day and month within a custom object.
I need to send email birthdays automatically based on the day and month within a custom object.
Workflow rules by themselves typically run once until a record is saved or edited in any way, in which case it is reset. So creating a single workflow rule to email a customer on his or her next birthday is a fairly basic workflow rule.
The trick is to get it to reset every year. The idea behind this article is to have another workflow rule, triggered by the first, to "edit" a record automatically, therefore triggering the first again (and setting the next birthday email date in the meantime).
https://help.salesforce.com/articleView?id=000181218&language=en_US&type=1
15 steps (not trivial at all, quite tricky)