Slaesforce FAQ

how to turn on birthdy reminders for salesforce

by Tracey Feest PhD Published 2 years ago Updated 2 years ago
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1. Navigate to Setup and enter Activity Settings in the Quick Find box. 2. Click Activity Settings. 3. Select Enable Activity Reminders.

Full Answer

How do I Turn Off activity reminders in Salesforce?

Navigate to Setup and enter Activity Settings in the Quick Find box. 2. Click Activity Settings. 3. Deselect Enable Activity Reminders. 4. Click Submit. This is applicable to both Salesforce Classic and Lightning Experience.

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.

How to enable notifications in Salesforce App?

For example, notifications let users know when they receive approval requests or when someone mentions them in Chatter. You can enable or disable notifications on the Salesforce App Notifications page in Setup. Notifications are enabled by default.

How to calculate contacts next birthdate from birthdate field?

I have created a formula field to calculate contacts next birthdate from Birthdate field using the following formula IF (MONTH (Birthdate)>MONTH (TODAY ()),DATE (YEAR (TODAY ()),MONTH (Birthdate),DAY (Birthdate)),

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How do I send birthday notifications in Salesforce?

Send Birthday Greeting Using Salesforce FlowGo to object manager.Go to Contact Object.Go to Fields and relationship.Click new.Select data type Formula.Select return type and text and name the field “Birthday Month”The Syntax will be = “TEXT(MONTH( Birthdate ))”This field is not required on Page layout.More items...•

How do I turn on birthday reminders?

Turn birthday reminders on/off Tap on More (Android) (iPhone) Tap on Settings. Tap on Notifications. Find Show birthday reminders.

How do I set up birthday alerts?

To begin, Open Google Calendar and sign in with the account that you use on your phone. On the top left corner, click on the menu button (hamburger icon). Select the 'My Calendars' dropdown arrow to expand this section. Now, select the birthdays calendar to enable it.

What is the easiest way to remember birthdays?

How to Remember BirthdaysWrite the birthdays of your friends and family on a calendar and keep this calendar from year to year.Keep a birthday notebook.Add birthdays to a digital calendar.Use an app to remember birthdays.

Which is the best birthday reminder app?

Best Birthday Reminder AppsBirthdays for Android. When you open the app for the first time, it will already have a list of birthdays that the app will pull from your contacts and calendar apps respectively. ... HIP. ... hbd. ... Countdown+ Widgets Calendar. ... Google Calendar. ... IFTTT. ... Greeting Cards & Wishes.

How do I get birthday alerts to my email?

Open you email inbox, and look for an email with subject Sign in to Birthdays Reminder. Open the mail and click on the sign in link to complete email verification. Enter your Name and Birthdate, then hit the Continue button. Select the time and timezone when you want to receive birthdays reminders from the service.

Is there a birthday reminder app?

10 Best Birthday Reminder Apps for AndroidGoogle Calendar. Google Calendar is the no-brainer item on this list since it is compatible with all Android devices. ... 2. Facebook. ... Birthdays for Android. ... Birdays – Birthday reminder. ... To Do Reminder with Alarm. ... Contacts' Birthdays. ... Birthday Countdown. ... Birthday Calendar Reminder.More items...

How do I track an employee's birthday?

How to Keep Track of Employee BirthdaysUse Team Calendar Software. ... Use Slack for Reminders. ... Send Emails. ... Update Office Birthday Board. ... Use Employee Birthday Calendar.

Where to add birthday reminders in Lightning?

Navigate to the page within Lightning experience where you would like to add the Birthday Reminder application widget.

How to access custom settings in Salesforce?

Navigate to the custom settings object within Salesforce setup. Enter "custom settings" in the Quick Find form or navigate Setup > Custom Code > Custom Settings.

Where is Visualforce in Lightning?

Drag the "Visualforce" component from the list to a section of the page layout editor on the right-hand side of the screen.

How does Salesforce remind users of tasks?

So, in Salesforce CRM we have reminders which displays tasks and events by a popup window showing the details, subject, time etc whenever user opens salesforce account.

What is salesforce customization?

salesforce customization helps in customizing data of marketing cloud, salesforce cloud, etc.

What is Salesforce notification?

Notifications let your users know when certain events occur in Salesforce. For example, notifications let users know when they receive approval requests or when someone mentions them in Chatter.

What is push notification?

Push notifications are alerts that appear on a mobile device when a user has installed Salesforce for Android or iOS but isn’t using it. These alerts can consist of text, icons, and sounds, depending on the device type.

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