Hi TB,
Have two questions around the automated Bday email using flow:
1. I have the date of birth on the account object and not the contact object - will this be an issue? Do i need to move it to the contact object.
2. How can I test this outside of a live environment once flow is completed.
3. There see to be different ways to do this is the a best practice way of doing it? Two ways I have checked are below:
https://help.salesforce.com/s/articleView?id=000330629&type=1
https://www.youtube.com/watch?v=bVl2ZfaCCo0
tks
My formula was missing something, but it takes care of leap years. If the DOB is on Feb 29th and the current year is not a leap year, then this will check the box on March 1st
OR(
AND(MONTH(Account.DateOfBirth_c)=2, DAY(Account.DateOfBirth_c)=29,
DAY(ADDMONTHS(DATE(YEAR(TODAY()), 2,1),1)-1)=28,
MONTH(TODAY())=3, DAY(TODAY()=1)),
AND(MONTH(TODAY()=MONTH(Account.DateOfBirth_c),
DAY(TODAY())=DAY(Account.DateOfBirth_c))
)
)
For Feb 28:
OR(
AND(MONTH(Account.DateOfBirth_c)=2, DAY(Account.DateOfBirth_c)=29,
DAY(ADDMONTHS(DATE(YEAR(TODAY()), 2,1),1)-1)=28,
MONTH(TODAY())=2, DAY(TODAY()=28)),
AND(MONTH(TODAY()=MONTH(Account.DateOfBirth_c),
DAY(TODAY())=DAY(Account.DateOfBirth_c))
)
)
No need for IF/True/FALSE for a checkbox
