
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?
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