tag:blogger.com,1999:blog-5741251506114793532.post625200392899785692..comments2023-09-21T07:32:43.412-04:00Comments on Force The Cloud: Celebrate Your Contacts' Birthday Without Code!Ohad Idanhttp://www.blogger.com/profile/06807691211940416838noreply@blogger.comBlogger28125tag:blogger.com,1999:blog-5741251506114793532.post-67802331232150538062021-06-01T03:43:43.594-04:002021-06-01T03:43:43.594-04:00I had the same issue and tried your solution. In t...I had the same issue and tried your solution. In the first step after updating criteria : Next_Birthday__c<>PRIORVALUE(Next_Birthday__c) I can't go to the second step Criteria: Next_Birthday__c -> ISNULL -> Boolean -> false... <br />Because scheduled actions in the first step does'nt allow me to go to next criteria. The salesforce tells to delete the scheduled actions before moving to next criteria.<br /><br />Your reply would be a great helpUnknownhttps://www.blogger.com/profile/13027183516686545980noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-52139965379561142632017-08-21T10:19:51.579-04:002017-08-21T10:19:51.579-04:00Terri
The error specifically states that the issu...Terri<br /><br />The error specifically states that the issue is when trying to check or assign the value from account.name. This means that either one of your entry criteria, or one of your field assignments is referencing the account.name field - but that value has not been populated.<br />It's a little hard to provide more details without seeing exactly what you did, but hopefully this gives you a good direction.<br /><br />If it's still not clear, let me know and we'll figure out how to continue from here to get it working for you.Ohad Idanhttps://www.blogger.com/profile/06807691211940416838noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-70459006744574061842017-08-21T10:13:38.763-04:002017-08-21T10:13:38.763-04:00Hi Ohad,
Here is the entire message I received mu...Hi Ohad,<br /><br />Here is the entire message I received multiple times.<br /><br />Error element myDecision (FlowDecision).<br />The flow failed to access the value for myVariable_current.Account.Name because it hasn't been set or assigned.<br /><br />This report lists the elements that the flow interview executed. The report is a beta feature.<br />We welcome your feedback on IdeaExchange.<br />Flow Details<br />Flow Name: Birthday_Post<br />Type: Workflow<br />Version: 1<br />Status: Active<br />Flow Interview Details<br />Interview Label: Birthday_Post-1_InterviewLabel<br />Current User: Jazzie Gonzalez (005U0000005j5ob)<br />Start time: 8/18/2017 3:35 PM<br />Duration: 0 seconds<br />How the Interview Started<br />Jazzie Gonzalez (005U0000005j5ob) started the flow interview.<br />Some of this flow's variables were set when the interview started.<br />myVariable_old = 003U000001FTnyUIAT<br />myVariable_current = 003U000001FTnyUIAT<br />RecursiveCountVariable = 0.00<br />ASSIGNMENT: myVariable_waitStartTimeAssignment<br />{!myVariable_waitStartTimeVariable} Equals {!Flow.CurrentDateTime}<br />Result<br />{!myVariable_waitStartTimeVariable} = "8/18/2017 3:35 PM"<br />DECISION: isChangedDecision2_myRule_1_Birthdate<br />DECISION: myPreWaitDecision_myWait_myRule_5<br />ASSIGNMENT: myWaitAssignment_myWait_myRule_5<br />{!cancelWaits} Add myWait_myRule_5<br />Result<br />{!cancelWaits} = "[myWait_myRule_5]"<br /><br />Salesforce Error ID: 2140952111-15059 (1469970031)<br /><br />ThanksAnonymoushttps://www.blogger.com/profile/09618731824172492988noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-26613712543796346092017-08-19T21:07:05.562-04:002017-08-19T21:07:05.562-04:00Hi Terri,
It seems that you did not include the mo...Hi Terri,<br />It seems that you did not include the most important part of the error email: The error message itself :)<br />Can you include the entire email message you received?Ohad Idanhttps://www.blogger.com/profile/06807691211940416838noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-26456019397310409012017-08-18T14:10:29.097-04:002017-08-18T14:10:29.097-04:00Hi Ohad,
I created the birthday post this week an...Hi Ohad,<br /><br />I created the birthday post this week and the last couple of days I have started getting this error from Salesforce. Have you seen this before? I'm not sure what it is or how to fix. <br />Flow Details<br />Flow Name: Birthday_Post<br />Type: Workflow<br />Version: 1<br />Status: Active<br />Flow Interview Details<br />Interview Label: Birthday_Post-1_InterviewLabel<br />Current User: Jazzie Gonzalez (005U0000005j5ob)<br />Start time: 8/18/2017 11:41 AM<br />Duration: 0 seconds<br />How the Interview Started<br />Jazzie Gonzalez (005U0000005j5ob) started the flow interview.<br />Some of this flow's variables were set when the interview started.<br />myVariable_old = 003U000001FTnyUIAT<br />myVariable_current = 003U000001FTnyUIAT<br />RecursiveCountVariable = 0.00<br />ASSIGNMENT: myVariable_waitStartTimeAssignment<br />{!myVariable_waitStartTimeVariable} Equals {!Flow.CurrentDateTime}<br />Result<br />{!myVariable_waitStartTimeVariable} = "8/18/2017 11:41 AM"<br />DECISION: isChangedDecision2_myRule_1_Birthdate<br />DECISION: myPreWaitDecision_myWait_myRule_5<br />ASSIGNMENT: myWaitAssignment_myWait_myRule_5<br />{!cancelWaits} Add myWait_myRule_5<br />Result<br />{!cancelWaits} = "[myWait_myRule_5]"<br /><br />Thanks!Anonymoushttps://www.blogger.com/profile/09618731824172492988noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-65843938965086311032017-08-18T14:07:50.612-04:002017-08-18T14:07:50.612-04:00Hi Ohad,
I set up the birthday post this week and...Hi Ohad,<br /><br />I set up the birthday post this week and the last couple of days I am getting an error message from Salesforce. I'm not sure what is is or how to fix. Have you seen this before?<br /><br />Flow Details<br />Flow Name: Birthday_Post<br />Type: Workflow<br />Version: 1<br />Status: Active<br />Flow Interview Details<br />Interview Label: Birthday_Post-1_InterviewLabel<br />Current User: Jazzie Gonzalez (005U0000005j5ob)<br />Start time: 8/18/2017 11:41 AM<br />Duration: 0 seconds<br />How the Interview Started<br />Jazzie Gonzalez (005U0000005j5ob) started the flow interview.<br />Some of this flow's variables were set when the interview started.<br />myVariable_old = 003U000001FTnyUIAT<br />myVariable_current = 003U000001FTnyUIAT<br />RecursiveCountVariable = 0.00<br />ASSIGNMENT: myVariable_waitStartTimeAssignment<br />{!myVariable_waitStartTimeVariable} Equals {!Flow.CurrentDateTime}<br />Result<br />{!myVariable_waitStartTimeVariable} = "8/18/2017 11:41 AM"<br />DECISION: isChangedDecision2_myRule_1_Birthdate<br />DECISION: myPreWaitDecision_myWait_myRule_5<br />ASSIGNMENT: myWaitAssignment_myWait_myRule_5<br />{!cancelWaits} Add myWait_myRule_5<br />Result<br />{!cancelWaits} = "[myWait_myRule_5]"<br /><br /><br />Thanks<br />Terri Anonymoushttps://www.blogger.com/profile/09618731824172492988noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-51625070814734853782017-02-16T04:43:05.135-05:002017-02-16T04:43:05.135-05:00Quick update to my comment before: After breaking ...Quick update to my comment before: After breaking my head for some time, found an explanation on 'ISCHANGED' not working, if your field value changes from NULL to a value, similar thing is at play for 'PRIORVALUE', this results in all edited records to shoot the automated reminders as expected, but ignores the created records. to tackle this, I created 2 different steps, 1. Where logic from this post has been used, criteria: nextbirthday__c<>PRIORVALUE(nextbirthday__c), and 2nd step Criteria: nextbirthday__c ISNULL->Boolean->False. Actions will be same for both criterias, for additional caution, I also seperated the 2 actions: Send Email and Update NextBirthday__c in 2 different schedules. The solution is now working for new as well as edited records.Anonymoushttps://www.blogger.com/profile/05127915440119939489noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-82841847822164354932017-02-13T01:11:37.791-05:002017-02-13T01:11:37.791-05:00It worked for updating the next birthday, but did ...It worked for updating the next birthday, but did not work for email. There were no job scheduled after I created test records (contact record's birthday being tomorrow), this led me to infer that the 1st criteria and action are working fine, but not the 2nd one, on investigating further I noted the criteria on the 2nd condition used a 'PRIORVALUE' formula, I changed this to 'nextbirthday__c ISNULL boolean False', and this scheduled the job, I may need to refine the logic but PRIORVALUE does not seem to work in this context, please check same at your end.Anonymoushttps://www.blogger.com/profile/05127915440119939489noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-60571763908747065572017-02-09T11:00:05.626-05:002017-02-09T11:00:05.626-05:00My pleasure! Glad you were able to find this usefu...My pleasure! Glad you were able to find this useful.<br />Keep me posted if it works, or if you are having any issues!Ohad Idanhttps://www.blogger.com/profile/06807691211940416838noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-10279160169600954322017-02-09T04:08:47.650-05:002017-02-09T04:08:47.650-05:00Thanks Ohad,
This is a brilliant solution, I had ...Thanks Ohad,<br /><br />This is a brilliant solution, I had been looking up the internet for a process builder solution on this for few days now, this page ranking higher for 'birthday email using process builder' search, would be helpful for others like me.<br /><br />I have tried the workflow solution for this and it works like a charm, unfortunately I am working on Professional edition, so no workflow!! huh, but this one came as a lifesaver.<br /><br />I have created this and it is updating the next birthdate as expected, I have tweaked the chatter post to sending an email based on contact:email field, hope I get a mail tomorrow.<br /><br />Thanks again for the solution and even more for the detailed documentation.Anonymoushttps://www.blogger.com/profile/05127915440119939489noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-56580133786627256032016-08-02T10:00:09.117-04:002016-08-02T10:00:09.117-04:00Carlos - I believe you forgot to change the first ...Carlos - I believe you forgot to change the first selection from<br />"Only when a record is created" to<br />"When a record is created or edited"<br /><br />Can you check the first box in your process flow? (the one where you selected the object)<br />That would also explain why you are able to created scheduled actions even without selection that checkbox.Ohad Idanhttps://www.blogger.com/profile/06807691211940416838noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-41528125883786609152016-08-01T23:34:20.361-04:002016-08-01T23:34:20.361-04:00Ohad:
Here is a link showing my DE without the Ad...Ohad:<br /><br />Here is a link showing my DE without the Advanced option on the Define Criteria:<br /><br />http://tinypic.com/m/jkx7p5/4<br /><br />On my Enterprise edition, I noticed that you changed the validation of Next Birthday from "great than Today" to "Does not equal formula", so I changed that and changed few Contacts to have Birthday as 08/02/1996. Hopefully I will see something tomorrow.<br />Thanks for all your help,<br /><br />CarlosAkacariocahttps://www.blogger.com/profile/02691082962601720835noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-35468660753105872016-07-31T22:44:23.725-04:002016-07-31T22:44:23.725-04:00Ohad - this is an elegant solution. Thanks so much...Ohad - this is an elegant solution. Thanks so much not only for pulling this solution together, but also for documenting it so clearly for everyone to replicate as needed. <br /><br />I just implemented this in one of my orgs and set up a birthday triggered for tomorrow. <br /><br />Hopefully I'll get confirmation in the morning that the Chatter post went up as expected.<br /><br />Stay tuned!<br /><br />👍David Gillerhttps://www.blogger.com/profile/05712041047984359773noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-12940017189582522682016-07-31T21:00:57.714-04:002016-07-31T21:00:57.714-04:00Unfortunately you cannot actually post pictures on...Unfortunately you cannot actually post pictures on here - but you can use any kind of image hosting service like https://imagebin.ca/ and post the link here.Ohad Idanhttps://www.blogger.com/profile/06807691211940416838noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-24564822324468618562016-07-31T18:26:21.081-04:002016-07-31T18:26:21.081-04:00Any idea how I can post a screenshot here? I want ...Any idea how I can post a screenshot here? I want to show you that my DE doesn't show the "Advanced" option for the Criteria.<br />Worst case, I could post a link to the screenshot.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-84204776722408650012016-07-31T18:10:39.708-04:002016-07-31T18:10:39.708-04:00Will do, thanks.Will do, thanks.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-81941843260215886392016-07-31T18:07:39.295-04:002016-07-31T18:07:39.295-04:00akacarioca-
If you set the birthdate to 8/1/1996 -...akacarioca-<br />If you set the birthdate to 8/1/1996 - you can expect a chatter post to be created tomorrow - on the birthdate anniversary...<br />It would not post if the update date is equal to the birthdate (assuming that if the user is updating it today, and the birthday is today - they realize that and don't need a reminder)<br />Let me know if you see the chatter post tomorrow.Ohad Idanhttps://www.blogger.com/profile/06807691211940416838noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-78644027564408821762016-07-31T17:32:17.075-04:002016-07-31T17:32:17.075-04:00I checked your formula and thought the new "B...I checked your formula and thought the new "Birthday is changed" would handle the update of the Birthday, but in my case, it did not. I am pretty much copying/pasting your code/steps and can't see why is not triggering. For sure is updating the Next Birthday field.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-2890557234254323802016-07-31T17:27:23.426-04:002016-07-31T17:27:23.426-04:00Ohad:
Let use this WordPress id here.
I tried on...Ohad:<br /><br />Let use this WordPress id here.<br /><br />I tried on the DE and can't see the "Advanced option" as you mentioned. I have a screenshot when I try to post here, I can't.<br /><br />I tried the code on the Enterprise edition. Changed existing Contacts Birthday to 07/31/1071 and nothing happened. Created 2 new Contacts with Birthdays as 07/31/1996 and 08/01/1996. Again no post on chatter.<br /><br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-76404538564354277242016-07-31T16:26:04.368-04:002016-07-31T16:26:04.368-04:00Carlos,
I've updated the post with some correc...Carlos,<br />I've updated the post with some corrections.<br />First - I've updated the entry criteria to include changes to the birthdate field.<br />Second - I've updated the formula to correctly handle birthdates that are later this year.<br /><br />Please try the updates and let me know if that works for you!Ohad Idanhttps://www.blogger.com/profile/06807691211940416838noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-39809883552785975022016-07-30T18:00:21.983-04:002016-07-30T18:00:21.983-04:00Don't feel bad, the purpose of this blog is to...Don't feel bad, the purpose of this blog is to help others, so I am happy to field any question about my posts.<br />As I stated in #2 above, right now that would not even work - it will set the Next Birthday as 7/31/2017.<br />What you CAN do - is create a contact and manually set the Next Birthday as 7/31/2017 - this should post the chatter tomorrow.<br />I'll have a fix for both the process and the formula by Monday morning.<br />Finally - I developed this flow on a DE - so I know for certain that this checkbox is available. Can you provide a screenshot of the criteria screen you are seeing?Ohad Idanhttps://www.blogger.com/profile/06807691211940416838noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-5657586972156324102016-07-30T16:36:46.574-04:002016-07-30T16:36:46.574-04:00Cool Ohad. I am relatively new to Salesforce but h...Cool Ohad. I am relatively new to Salesforce but have over 25 years in IT, so my apologies for being persistent and some of my questions might come across as "naive".<br />I like the formula as it addresses leap years (Many non-mainframe people totally ignore that..).<br />#3 Should handle the fact that the Birthday changes, because it could be entered wrongly at 1st time. Based on your explanation, I am going to create a new Contact right now with Birthday as 07/31/1971 and tomorrow, July 31st 2016 I should expect the post on Chatter, right?<br />Also, on "Scheduling the Chatter Post and Updating Next Birthday" step #9:<br />"VERY IMPORTANT: expand the Advanced section at the bottom of the page, and select the checkbox indicating 'Do you want to execute the actions only when specified changes are made to the record?'<br />Without checking this checkbox we will not be able to set a scheduled action."<br /><br />That "Advanced Session" is not available on the Developer Edition,so I had to try on a Sandbox of my Enterprise edition. How would you address that on the DE?<br />Thanks again!Akacariocahttps://www.blogger.com/profile/02691082962601720835noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-56203826259562266532016-07-30T12:31:29.602-04:002016-07-30T12:31:29.602-04:00Carlos, Thank you for testing this right away and ...Carlos, Thank you for testing this right away and providing feedback. Your comments will allow me to improve this solution.<br />There are two issues highlighted by your comments, and one thing to understand.<br />1. Thing to understand: this process will only work for FUTURE dates - so if you set today as the birthdate - it will only post the chatter next year. If you set it for tomorrow - it SHOULD post tomorrow.<br />2. The current formula I use to initially set the Next Birthday field is flawed. It will always use next year as the next birthday even if the birthday is later this year.<br />3. The way the process is currently set up will only set the Next Birthday value when it changes from null to some value - but not if you update the birthdate.<br /><br />I will make updates to resolve issue 2 and 3 over the weekend and will update this post once ready.Ohad Idanhttps://www.blogger.com/profile/06807691211940416838noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-89430766171582707952016-07-29T21:26:42.360-04:002016-07-29T21:26:42.360-04:00Somebody on the community suggested this:
IF (
A...Somebody on the community suggested this:<br /><br />IF (<br /> AND(MONTH([Contact].Birthdate)=2,DAY([Contact].Birthdate)=29),<br /> IF (<br /> MOD(YEAR(TODAY())+1-YEAR([Contact].Birthdate),4)<>0,<br /> DATE(YEAR(TODAY())+1, 2, 28),<br /> DATE(YEAR(TODAY())+1, 2, 29)<br /> ), <br /> DATE(YEAR(TODAY())+1, MONTH([Contact].Birthdate),DAY([Contact].Birthdate ))<br />)<br /><br /><br />when I try your updated one, I get the error "Missing ')'".<br />Also, using the formula above from the community, it accepted but is not working as expected.<br />I created a new sandbox, a new Contact with birthday as 07/29/1976, so I would expected to post to chatter and it didn't but created Next Birthday as 07/29/2017 as expected.<br />I changed the Birthday to 07/30/1976, still no post to chatter and the Next Birthday still showing 07/29/2017, when it should be 07/30/2017, no? Unless the Next Birthday will only change when the PB is triggered again. Please advise. ThanksAkacariocahttps://www.blogger.com/profile/02691082962601720835noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-45006811797119575972016-07-29T21:10:54.083-04:002016-07-29T21:10:54.083-04:00This comment has been removed by the author.Akacariocahttps://www.blogger.com/profile/02691082962601720835noreply@blogger.com