SELECT SubscriberKey, Birthdate,..yourfields.. FROM [yourDE] WHERE CONVERT (date, Birthdate) = CONVERT (date, DATEADD (day,+10, GETDATE ())) /* Target: yourBdayDE */ /* Action: Overwrite */ This query will pull those who have a birthday exactly 10 days in the future.
Full Answer
How do I install the birthday reminder application?
The first screen during installation is the profile level security. We recommend selecting the option reading Install for All Users then clicking the Install button. Note: The Birthday Reminder application is intended for all users within your Salesforce organization.
Is there an app to keep track of your birthday?
No Iphone, Google, or Salesforce calendar can keep the important birthday info in front of you like birthday reminder app! There are many useful apps but this one is the best for the money if you are in a client driven business. This app helps you look like a winner each day so pay the one time fee and get going! You will be glad you did.
How to install a Salesforce application for all users?
Try it out. Sign in to the Salesforce org where you would like the application installed. The first screen during installation is the profile level security. We recommend selecting the option reading Install for All Users then clicking the Install button.
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Want to see your Contacts that have an upcoming birthday? With just the tiniest bit of setup you can be up and running in a few minutes. Try it out.
Step through the Installer
Sign in to the Salesforce org where you would like the application installed.
Set Application Default Values
The application comes with some default settings pre-built into it. However, we created a method by which you can change these default settings to better meet the needs of your Users.
Configure Lightning Page Layouts
In order for the application to be seen by the Users in your org you will need to add a widget to your Lightning page layouts. This will have to be done on all pages where you wish the application to be seen. Therefore, these steps may need to be repeated numerous times.
Configure Classic Edition Page Layouts
Still using the Classic edition of Salesforce? Don't worry we don't mind. These are the instructions for Organizations that have not yet migrated to Lightning.
