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App of the Week – Never forget another birthday with Events Reminder for Salesforce

App of the Week – Never forget another birthday with Events Reminder for Salesforce

I don’t know about you, but keeping track of birthdays in my life is a real headache! I’ve got my closest friends’ and family’s down, but everyone else? Well, if it’s not in Facebook, it doesn’t exist. Assuming you’re like me and you have a lot of birthdays for a lot of customers who aren’t Facebook friends, you’re probably missing out on fantastic relationship-building opportunities. If you’re tired of missing birthdays, wedding anniversaries, work anniversaries, and other important dates to your customers and coworkers, you need to check out Events Reminder for Salesforce!

This application helps the user to manage the registered events/celebrations of specific date by sending wishes automatically to the specific. This includes the work anniversary of the employee(user), birthday reminder, marriage anniversary and customer anniversary of the contacts.

Check out this fantastic free app today!

App of the Week – Upcoming Birthdays gives you a new way to celebrate with Salesforce

App of the Week – Upcoming Birthdays gives you a new way to celebrate with Salesforce

Upcoming Birthdays

Last year, we shared with you a couple apps designed to help you celebrate the birthdays of your contacts within Salesforce. These apps are both fantastic, but if you’ve got a lot of customers, they can get a bit overwhelming. Too many birthdays and you can’t really focus on the ones that count. It’s bad enough when you have to decide between 2 friends’ birthday parties, but try choosing which of 1,200 birthdays to acknowledge…I don’t know about you, but I’m sure I’d miss my favorite client’s CEO or that awesome project manager who just had a baby. Enter the new Upcoming Birthdays app, which brings the list down from everyone to just the contacts you’re following on Chatter!

The simple design is unobstrusive for users and discreetly keeps the user informed of the upcoming birthdays of all contacts that are followed via Chatter. The application shows the contact name, date of birth and if wanted the current age of the contact. You can simply click the person’s name to jump into the Contact.

Upcoming Birthdays in all new and all free, so don’t hesitate to check it out and leave them a review today!

Tip of the Week – Get your customers’ age right every time in Salesforce

Tip of the Week – Get your customers’ age right every time in Salesforce

Birthday

Everyone knows that it’s poor etiquette to ask someone their age, and even worse to skew it in the wrong (read: upward) direction when you do need to confirm it. There’s a bunch of formulas out there for calculating someone’s age (or just the number of years between any two dates), but the simple ones have a tendency to be off by as much as a week or more, and the more complicated ones can be difficult to understand if you find a bug. Your team shouldn’t have to stop and do the math before asking that ever difficult question, and they shouldn’t have to go red in the face wishing a happy 21st birthday to someone who’s already been to the bar. You especially don’t want to send someone a Senior Citizen’s discount too early or offer an insurance package they’re not eligible for. You need a simple, clean formula that gets it right every time. Look no further!

This gem comes to you from the Developerforce Cookbook site and essentially operates on the principal of the Futurama Birthday Song (what day is today; it’s so-and-so’s birthday). All you need is a date field (here, they’ve used a custom field called DOB) and you’re ready to create your formula. IF( MONTH(TODAY())>MONTH(DOB__c), YEAR(TODAY())-YEAR(DOB__c), IF(AND(MONTH(TODAY()) = MONTH(DOB__c), DAY(TODAY()) >= DAY(DOB__c)), YEAR(TODAY())-YEAR(DOB__c), (YEAR(TODAY())-YEAR(DOB__c))-1) ) . With this formula you’ll always have the right age.

-Jared and the Salesforce Guys

App of the Week – Keep on top of birthdays and more with Birthday eMailer for Salesforce

App of the Week – Keep on top of birthdays and more with Birthday eMailer for Salesforce

Happy Birthday

It can be tough to keep on top of birthdays in your life. You want to send your best wishes on that ever-important day to everyone, but the more you’ve got, the harder it is to make it happen. If you’ve got thousands of contacts in your Salesforce org and are trying to do birthdays, it’s just never going to happen. And the problem isn’t just birthdays. What about customer anniversaries, contract renewals, or annual check-ins? Keeping on top of all these is a nightmare. Don’t worry, Salesforce Labs has your back with Birthday eMailer for Salesforce!

This service runs once a day, and emails birthday emails to your contacts, using a Happy Birthday email template, or an anniversary template… 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.

Stop pulling your hair out and start sending birthday emails today with Birthday eMailer!