Birthday email sender

[Zabatov]

Hello. I need to send mails for leads who have a birthday today. Can I make it with cronKit and workflow? Thanks

[admin]

I don't think you can do it without a little coding. CronKit can be the driver for doing daily checks to see who's birthday is it, but you'll have to write the apex code to actually search for matching contacts and initiate the email.

If you need guidance writing Apex - pls visit https://developer.salesforce.com

The documentation for CronKit includes sample trigger code that you can adapt to your own needs.

Just as a suggestion: You'll probably want to create a formula field that calculates "Next Birthday", then in the batch script, search for today's birthdays and check a "Send Birthday Card" box. Then you can step in with a workflow rule to send the email if the "Send Birthday Card" checkbox is checked.

- RW