Email Notifications for Birthday’s and Service Anniversary’s For SuccessFactors customers who is using Dell Boomi
As an implementer, all of us must have experienced variety of customer specific requirement and many times it becomes so important for implementing partners to cater to such needs either with direct solutions or with some workarounds.
So here I am sharing my solution approach that I have done for a customer while working with NTT DATA. My colleague Tharun Bikumandla who is Dell Boomi expert helped in achieving this solution.
Customer Business Requirement : Customer wanted system to send automatic birthday and service anniversary email notification to Employee, Employee's Manager and HR. But in standard SF system it was not possible to cater to this business need. Hence, in-order to achieve this requirement, we used Dell Boomi.
Limitation : In this approach, there is one major limitation that is we cannot send any logos or image. Email notifications are send in text format.
Solution Approach:
1 # Requirement (Birthday notification):
To send Email notifications to an employee and his manager/HR on his birthday using Dell Boomi.
Approach:
Step1: Using Boomi, Query the employee’s mail id in Email address port let (email_address is the field name).
Below is the field shown in BOOMI.
Step2: Query the employee’s Manager’s employee Id and his HR’s employee Id’s from employee’s employment information and query their appropriate email ids.
Step3: Query the employee’s Date of birth from personal information portlet (date_of_birth field from compound employee API).
Step4: Query the system date in Boomi.
Step5: Take a function in Boomi, key in the above queried dates, and convert both dates into MMdd formats and compare them if both are equal then that day is the employees Birthday.
Below is the Function in BOOMI:
Step6: If both dates are equal send a notification to the employee, Manager/HR email id’s which are captured in earlier steps using Boomi mail connector.
Before sending the mail make sure the Body of the email, from and to address are with us.
Below are the mail parameters and body in BOOMI.
Body of the email:
Final Output:
2 # Service Anniversary notification
To send Email notifications to an employee and his manager/HR on his Service anniversary using Dell Boomi
Approach:
Step1: Using Boomi, Query the employee’s mail id in Email address port let (email_address is the field name).
Below is the field shown in BOOMI.
Step2: Query the employee’s Manager’s employee Id and his HR’s employee Id’s from employee’s employment information and query their appropriate email ids.
Step3: Query the employee’s OriginalStartDate from employment information portlet (originalStartDate field from compound employee API employment Info portlet (start date of an Employee’s Employment)).
Step4: Query the system date in Boomi.
Step5: Take a function in Boomi, key in the above queried dates, and convert both dates into MMdd formats and compare them if both are equal then subtract the current year with OriginalStartDate year, the result will be the no of years he served in the company.
Below is the Function in BOOMI:
Step6: If both dates are equal send a notification to the employee and his Manager/HR email id’s which are captured in earlier steps using Boomi mail connector.
Before sending the mail make sure the Body of the email, from and to address are with us.
Below are the mail parameters and body in BOOMI.
Body of the email:
Final Output:
Hope this blog will help those who are looking for similar kind of solution. Looking forward your comment.
Regards,
Aravinda Bijjala
As an implementer, all of us must have experienced variety of customer specific requirement and many times it becomes so important for implementing partners to cater to such needs either with direct solutions or with some workarounds.
So here I am sharing my solution approach that I have done for a customer while working with NTT DATA. My colleague Tharun Bikumandla who is Dell Boomi expert helped in achieving this solution.
Customer Business Requirement : Customer wanted system to send automatic birthday and service anniversary email notification to Employee, Employee's Manager and HR. But in standard SF system it was not possible to cater to this business need. Hence, in-order to achieve this requirement, we used Dell Boomi.
Limitation : In this approach, there is one major limitation that is we cannot send any logos or image. Email notifications are send in text format.
Solution Approach:
1 # Requirement (Birthday notification):
To send Email notifications to an employee and his manager/HR on his birthday using Dell Boomi.
Approach:
Step1: Using Boomi, Query the employee’s mail id in Email address port let (email_address is the field name).
Below is the field shown in BOOMI.
Step2: Query the employee’s Manager’s employee Id and his HR’s employee Id’s from employee’s employment information and query their appropriate email ids.
Step3: Query the employee’s Date of birth from personal information portlet (date_of_birth field from compound employee API).
Step4: Query the system date in Boomi.
Step5: Take a function in Boomi, key in the above queried dates, and convert both dates into MMdd formats and compare them if both are equal then that day is the employees Birthday.
Below is the Function in BOOMI:
Step6: If both dates are equal send a notification to the employee, Manager/HR email id’s which are captured in earlier steps using Boomi mail connector.
Before sending the mail make sure the Body of the email, from and to address are with us.
Below are the mail parameters and body in BOOMI.
Body of the email:
Final Output:
2 # Service Anniversary notification
To send Email notifications to an employee and his manager/HR on his Service anniversary using Dell Boomi
Approach:
Step1: Using Boomi, Query the employee’s mail id in Email address port let (email_address is the field name).
Below is the field shown in BOOMI.
Step2: Query the employee’s Manager’s employee Id and his HR’s employee Id’s from employee’s employment information and query their appropriate email ids.
Step3: Query the employee’s OriginalStartDate from employment information portlet (originalStartDate field from compound employee API employment Info portlet (start date of an Employee’s Employment)).
Step4: Query the system date in Boomi.
Step5: Take a function in Boomi, key in the above queried dates, and convert both dates into MMdd formats and compare them if both are equal then subtract the current year with OriginalStartDate year, the result will be the no of years he served in the company.
Below is the Function in BOOMI:
Step6: If both dates are equal send a notification to the employee and his Manager/HR email id’s which are captured in earlier steps using Boomi mail connector.
Before sending the mail make sure the Body of the email, from and to address are with us.
Below are the mail parameters and body in BOOMI.
Body of the email:
Final Output:
Hope this blog will help those who are looking for similar kind of solution. Looking forward your comment.
Regards,
Aravinda Bijjala
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