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Customer experience | Sales, Customer Insights,...
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CRM - Customer birthday.

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Posted on by 60

I have a customer that they want to have a view section for upcoming birthdays in the dashboard for the accounts/contacts that they own. 

Is there anyway to achieve this without code?

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  • Guido Preite Profile Picture
    54,086 Moderator on at

    It probably can be done, but first you need to deal on how you store the the birthdate information inside account/contact.

    You have the standard field birthdate but that is a datetime (so you store something like 1 January 1970), usually when dealing with birthday you need to "split" this information is 2 or 3 different fields (like 3 numeric fields: day, month and year if want also to calculate the age).

    having the dates separated is usually simpler to build a view or a dashboard of upcoming birthdays, if with the 3 fields you are able to accomplish your view, the "code" part would be on how to "split" your datetime field inside the 3 fields I mentioned above, it can be done in several ways (like a custom workflow activity or a power automate flow) and they require minimal or non existent code.

    hope it helps

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