A presentation from Dreamforce '15 on date functions, date formulas, and fun with birthdays and ages in Salesforce.

1. How To: Have Fun
with Birthdates!
Beth Breisnes
@bethbrains
Consultant, Bigger Boat Consulting
…and date formulas!

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Safe Harbor

3. Who cares about birthdays anyway?

4. Who cares about dates in general?

5. • Date functions
• Helpful math functions
• Calculate birthday this year
• Calculate next birthday
• Birthday monitoring
• Calculate age in years
• Calculate age in months
• Find last day of the month of a given date
• Calculate membership expiry date
Agenda

6. Unmanaged package at
bit.ly/happybirthdaydf15package
Don’t bother taking notes…

7. • Function Argument Return Data Type
• DAY(Date__c) Date__c Number
• MONTH(Date__c) Date__c Number
• YEAR(Date__c) Date__c Number
• TODAY() Date
• NOW() DateTime
• DATE(yyyy,mm,dd) 3 Numbers Date
• DATEVALUE() DateTime Date
Date Functions

8. • Function Argument Return Data Type
• MOD() 2 Numbers Number
• Returns the remainder after you divide by a specific divisor
• MOD(3,3) = 0
• MOD(4,3) = 1
• FLOOR() Number Number
• Rounds a number down to the nearest whole number
Math Functions

9. DATE(YEAR(TODAY()), MONTH(Birthdate), DAY(Birthdate))
Calculate Birthday This Year… maybe…
Find the month/day
Put it in this year
1. What if their birthday has
already passed?
2. What if they were born on a
leap day?

10. IF ( MONTH (Birthdate) = 2 && DAY (Birthdate) = 29,
IF ( DATE ( YEAR ( TODAY() ), 1, 1 ) + 59 > TODAY(),
DATE ( YEAR ( TODAY() ), 1, 1) + 59,
DATE ( YEAR ( TODAY() )+1, 1, 1) + 59),
IF (DATE (YEAR(TODAY()),MONTH(Birthdate),DAY(Birthdate)) > TODAY(),
DATE(YEAR(TODAY()),MONTH(Birthdate),DAY(Birthdate)),
DATE(YEAR(TODAY())+1,MONTH(Birthdate),DAY(Birthdate))
)
)
Calculate Next Birthday

11. FLOOR( ( TODAY() - Birthdate ) / 365.2425 )
Calculate Age based on Birthdate
Find number of days
Divide by 1 year, including Leap Year fraction
Round down

12. YEAR(TODAY()) - YEAR(DOB__c) –
IF(
OR (MONTH(TODAY()) < MONTH(DOB__c),
AND( MONTH(TODAY()) == MONTH(DOB__c),
DAY(TODAY()) < DAY(DOB__c)
)
),
1,
0
)
A Better Way to Calculate Age based on Birthdate

13. ((YEAR( TODAY())*12) + MONTH(TODAY()))-
((YEAR(Birthdate)*12) + MONTH(Birthdate))-
IF(DAY(Birthdate)>DAY(TODAY()),
1,
0
)
Calculate Age in Completed Months

14. IF( MONTH( date ) = 12,
DATE( YEAR( date ), 12, 31 ),
DATE( YEAR( date ), MONTH ( date ) + 1, 1 ) - 1 )
If it’s December – this year, Dec 31.
Otherwise – this year, find next month’s 1st, come back 1 day.
Find the Last Day of the Month of a given Date

15. IF ( MONTH (Join_Date__c) = 2 && DAY (Join_Date__c) = 29,
Join_Date__c + 365,
DATE( YEAR(Join_Date__c) + 1, MONTH(Join_Date__c), DAY (Join_Date__c))
-1
)
Calculate Membership Expiry Date (add 1year-1day to a date)
Modified from Salesforce Saint

16. bit.ly/happybirthdaydf15package
Now go play!

17. Thank You