Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Information
Private ListingThis listing is private and can't be found by searching or browsing AppExchange.

Birthday eMailer

Send birthday and anniversary greetings to your contacts automatically.

Free  

Never requires payment

Try It
Business Need
Productivity

Compatibility

Salesforce Editions
Enterprise
Unlimited
Force.com
Additional Requirements
To be able to setup/install this package, you just need to *be an administrator *familiar with email template customization

App Details

Version
Birthday eMailer/Fix to Email Template Query 1.3.0
Listed On
08/12/2010
Latest Release
01/09/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
Dutch
English
Finnish
French
German
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/01/2020

Additional Details

This app runs once a day in the background, and sends Happy Birthday emails to your contacts. Works with any contact that has 1) a date stored in the salesforce Birthdate field on the contact, and 2) does not have the "Email Opt Out" checkbox checked. This application is written in apex, and is free to be customized by your administrator or developer. Other uses would be to use it for anniversaries, or other scheduled notifications.

Need help?

Salesforce Labs

San Francisco, CA, USA