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pranavshah
Birthdate formula
Dear All,
I am trying to write a workflow for sending an mail on Birthday, so when i am trying to evalute "Formula Evalutes to true" and then writing DATE(YEAR(TODAY()),month(DOB__c),day(DOB__c))<= TODAY(), i want mail to be trigger on date of birth with not with the curent year , but i am not able to get the desired result.
please help
Regards
Pranav
I am trying to write a workflow for sending an mail on Birthday, so when i am trying to evalute "Formula Evalutes to true" and then writing DATE(YEAR(TODAY()),month(DOB__c),day(DOB__c))<= TODAY(), i want mail to be trigger on date of birth with not with the curent year , but i am not able to get the desired result.
please help
Regards
Pranav
Well you should go with Batch Apex class, so that you will get the email ( befor or after as per your code ). If you want to run this for every year, then go for Schedule Apex class and call this from Process Builder. You cant achieve from Workflow. Eventhough you tried, you will get desired results only for the static one.. you have to create dynamic one.. which is Batch Apex class...
If you need more details or code please let me know.
Thanks
L Vamsi
Please refer below links which might help you in this
https://www.simplysfdc.com/2015/02/salesforce-send-birthday-email.html
https://help.salesforce.com/articleView?id=000330629&language=en_US&siteLang=en_us&type=1&mode=1