Schedule Birthday Emails with Salesforce Flow

[@akramjerbi1949]

Great video thank you for sharing your knowledge

[@Eliezeraugust0]

Excellent video, subscribed!

[@nickfrates]

Thank you!

[@hemendrasinhumat5867]

Great Video. Please keep on doing what you do

[@aviancamarie7754]

This was a fantastic tutorial! It's working so well that I'd like to do something similar for my organization's yahrzeits (the anniversary of a loved one's death). What makes this tricky is that the Hebrew calendar is rooted in the Moon's movements around the Earth (unlike the Gregorian calendar that is rooted in the Earth's movements's around the Sun). So the anniversary date is different every year. I was wondering if you have a tutorial for that.

[@brittanywhite81]

This video is GREAT! I am actually using this for Anniversary Dates instead of birthdays on the contact record. I have tested it on a few records and for some reason the Subject isnt showing. I have checked the classic email template and there is a subject. I also checked the {!Get_Email_Template.Subject} on create record with field subject.

[@nickfrates]

In the Send Email action try typing the subject in directly there. Might make it easier to send / get it working!

[@sweinhcc]

Hey, I struggle with understanding why you would create a Classic Email Template instead of Lightning one?

[@ronrocksall]

Thanks for the video. I was looking for something similar however I needed to create task before 30 days of birthdate. do you have any idea how can I create task before certain days and has to repeat every year. Thank you.

[@yannareginamondonedo7905]

Great video! Thank you! I'm trying to build this but instead of sending an email to the contact, I'm creating a flow so that it sends to the Contact Owner (so they're notified of the person's birthday every morning). Everything seems to look good in Flow, debugging included, but once the schedule comes the email is never sent. My ToAddress is to my Owner Contact, my recipient in the Email Alert is the Contact Owner. Tried it multiple times but it never seems to send back. I tried it using the org-wide email address, doesn't send out either. Email deliverability is all normal and emails are synced properly. Any idea what I'm doing wrong? Thank you!!!

[@wienerzsolt]

Great Video, I have already built it. Question: Instead of the default workflow user, how can I use the Org-Wide Email address? If I send out this birth day messages I dont wanna get any answer from the clients.

[@nickfrates]

Thanks! Typically there isn't a single Org Wide Email address. You'd need to create one by going to the setup menu, typing in Organization-Wide Email Addresses, clicking add, and (it needs to be a real email address) clicking the verification link sent by Salesforce to that email. Once verified, you can list the Org Wide Email address as the sender email address in the flow send email action. Then in the SenderType field type OrgWideEmailAddress. This Salesforce help article explains how to do it once you get your email address set up: help.salesforce.com/s/articleView?id=sf.flow_ref_elements_actions_sendemail.htm&type=5

[@nrkc]

Hi, Is there a limit on how many emails the flow could send?

[@msRarePearl84]

Would love to see how emails sent can be included in a report on the dashboard

[@MeghaKohli-l1g]

can we send email according to datetime field also i mean you are checking day and month can we check time also if all three matches then only send email ? Is it possible ?

[@dibyenduroy879]

Dont u need to update the checkbox to false at the end of flow? So that will work every year

[@nickfrates]

No! The checkbox is a formula field so it will automatically uncheck itself the following day when the flow runs because it is no longer the same day as the birthday.

[@dibyenduroy879]

@@nickfrates thank you so much....ur udemy flow course is also helping me...

[@Eliezeraugust0]

It works when I debug it and test it with my own email, but next day doesnt work. I'm also trying to add a CCaddress and it doesnt send the email.

[@catherinenolan790]

Ditto.

[@patelnira0]

Hi, thank you for the video! I copied everything you did and ran the debug, but I am getting an error, any suggestions please? Error: "No records match the flow's filter conditions so the flow can't start." Thanks

[@nickfrates]

Hi! In my sandbox environment I did manually update the birthdays for a few contacts. Did you make sure there are contact records with their birthday's set to today's date before running the flow?

[@patelnira0]

@@nickfrates Thanks for your response, I'm a complete newbie (started Sforce two weeks ago), how do I make sure of that? is there an article I can read on that or watch a video you've made? thanks heaps

[@patelnira0]

I think I got what you meant, yes I manually changed a contacts birthday to todays date before running the flow, when I was testing. Thanks

[@judelabeh8119]

What are the limits on the number of emails that can be sent in a day?

[@nickfrates]

From a production environment I believe the limit is 5000 emails per day. This email limit is separate from single emails sent by users using the email composer.

[@judelabeh8119]

@@nickfrates Please confirm if this limit is for flows or Salesforce list email feature. I am interested in knowing the limits for flows.

[@PragatiKhangar]

I copied everything but not getting mail

[@konstantin19054]

Would it be possible to use {!$Flow.CurrentDate} instead of creating an extra formula field?

[@wienerzsolt]

I think no, because the current flow date also uses the year.