UPDATE 2: Additional feedback highlighted another issue - the process would not 're-schedule' the post correctly when changing the birthdate. This has now been resolved by tweaking the entry criteria for the second step from Great than 'TODAY()' to Not Equal 'PRIORVALUE([Contact].Next_Birthday__c)
UPDATE:After posting this article, reader's feedback made me realize there were a few things that needed 'improvement' - specifically, I've updated the entry criteria for the first action to account for updates to the birthdate field, and overhauled the formula used to calculate the next birthday to address birthdays which occur later in the year.
Salesforce provides many automation tools that allow administrators to get a lot done without writing one line of code. In some instances creating the automation is straight-forward and quick, and others require a bit of thinking and planning.
There are definitely some things that are still not possible to achieve without writing some code, but that list continues to get smaller as Salesforce improves their tools and release new ones.
NYC User Group Leader, and recently appointed Salesforce MVP David Giller Follow @davidgiller posted a question on the Success Community yesterday, asking if there is a way to use Process Builder to automatically post a chatter notice, mentioning a contact owner on a contact's birthday.
This may seem impossible, or very simple - depending on your experience with Process Builder.
The same process can be used to e-mail a contact a happy birthday e-mail, or really anything you can do from Process Builder.
Read below for a step-by-step guide on how to implement this.
