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?
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.
- Business Need
- Productivity
This service runs once a day, and emails birthday emails to your contacts, using a Happy Birthday email template, or an anniversary template.
Compatibility
- Salesforce Editions
- EnterpriseUnlimitedForce.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 FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.Lightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Editable CodeThis product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
- Native AppLightning ReadyEditable Code
- Package ContentsIf 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: 0Custom Tabs: 0Custom Apps: 0
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- DutchEnglishFinnishFrenchGermanItalianJapaneseKoreanPortugueseRussianSimplified ChineseSpanishSwedishThaiTraditional 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
Other Resources Terms & Conditions