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0
votes
1answer
15 views

Is it possible to programmatically customize a Customizable Salesforce Forecast?

I'm working on a project where the client wants the following: Somewhat different from SFDC's native concept of a committed Opportunity, the Opportunity should be set to "Committed" if it exceeds a ...
0
votes
1answer
110 views

Automation of DocuSign process on Opportunity

I have installed DocuSign app from appExchange in Salesforce. Which I am using on Opportunity object. Currently, I go to the Opportunity record and then initiate Docusign process, wherein I select a a ...
2
votes
2answers
109 views

JS/jQuery for Date manipulation on VF page

Have a very simple VF page that allows the end user to either set an expiration date, or choose the number of days until the expiration. What I wanted to do was update the other field when one was ...
1
vote
1answer
80 views

Account Contact roles, pre-populating opportunity /contract contact roles

i am hoping you can help,i am wondering is there a way i can populate the account contact roles, and it populates the contract,opportunity contact roles automatically For example In the scenario ...
1
vote
1answer
39 views

Why can´t we import Mobileconnect SMS contacts from data extendion in automation studio?

We have created a "contacts" data extension. Have three fileds, an ID (subscriber key), mobile number and locale. We need to import these contacts to use them in SMS in automation studio. To do this, ...
1
vote
2answers
190 views

ExactTarget v5 Salesforce Integration - Send Automated Emails to Salesforce Report

I'm wondering if anyone has found a way to send automated emails using the v5 integration of ExactTarget with Salesforce. Some documentation from the v2 integration seems to say that this is possible ...
1
vote
2answers
56 views

exact target import activity file size limit

I have an import activity in exact target. I specify import activity to look for files with some pattern. My question is, what is the limit on file size of an import activity? Thanks.
0
votes
0answers
44 views

Automation for mass movement of reports using command line data loader or other tools

Is there a way to automate this process. Any idea will be a great sort of help. Below is a good approach for mass updating reports and dashboards manually. Announce to all your users that you will ...
2
votes
1answer
71 views

Is there a list of every possible metadata component?

I'm looking for a list of all possible components which can be uploaded or deleted using the API. As far as I know, the top level is: classes ApexClass components ApexComponents objects ...
4
votes
2answers
110 views

exacttarget Automation studio : cannot schedule the Automation

I tried to schedule automation for filter activity in Automation Studio but cannot and gives me the error:: "Automation Saved, With Problems. "AUTOMATION_TEST 20140429" saved but not scheduled. ...
1
vote
0answers
58 views

PHP Code Example for Adding Steps, Activities to an Existing Automation?

I'm hoping that someone might be able to share a PHP example for updating an existing automation with an additional Step and an activity associated with that step. The single example (in .Net) for ...
0
votes
1answer
48 views

Create child record using flow based on change of a pick list value

I would like to be able to create a comment whenever the value of a picklist field is changed (and the case record is saved). How can I achieve this using Flow?
0
votes
1answer
132 views

Exact Target Automation Studio: Create multiple automation instances listening to same folder

We use Exact Target for marketing emails. In ET cloud, we have several attributes (columns), and we want to populate different attributes at different frequency and using different csv import files. ...
0
votes
1answer
42 views

How can I force convert a lead once in 'qualified' stage?

We want our leads to be automatically converted to account/contact (no oppty) once it's status changes to "Qualified" The only way I can think of is an Lead After Trigger. Ideas?
0
votes
0answers
89 views

Email2Case attaching to the wrong account

I am having an issue with a user that is using email2case and the case created is being assigned to a particular account to which the email address is not associated (there is no contact with that ...
4
votes
2answers
156 views

Automating sandbox post-refresh steps

We are doing monthly refreshes on sandboxes which is causing us to manually do certain things. Deactivate some users and add developer user for testing in sandbox. Change webservice connection ...
4
votes
4answers
274 views

Automatic package creation in Salesforce

I'm developing a managed package in Salesforce and I'd like to have continuous integration system to produce packages automatically and test it. I have everything stored in Git: classes, pages and ...
2
votes
1answer
115 views

Automated Attachment Uploads from local directory

I have a directory on a network drive here inside the firewall that has pdfs on it. I'd like to upload them to salesforce. There are a lot of tools that do this, but I want it automated--as in, when ...
1
vote
3answers
46 views

Send/Not Send to a List based on a third value

We have an email that will be sent to a list once a week. That email pulls in outside xml feed of current product info. Automating this is easy but what if I want to stop the email send for a given ...
0
votes
0answers
172 views

How to make QTP automation tool to recognise salesforce object?

I was trying to automate a SF application using QTP by record and run method. but QTP was unable to recognise the objects present in the application. Kindly guide how to deal with the situation. ...
1
vote
0answers
72 views

Manipulating Salesforce html elements with Autohotkey via COM

I wrote an Autohotkey script that uses COM to automate updating Salesforce opportunities. At some point, the functionality broke. Previously, I could use javascript alerts to determine which HTML ...
0
votes
3answers
1k views

Type System.StringException: Invalid id: N/A Error when trying to make a list of ID's in a custom object controller

So essentially I'm trying to write simple script that, on record creation, will cause users referenced by the record's lookup fields to auto-follow the record in question. To this end, I'm creating a ...
6
votes
1answer
169 views

Anyway to hack content delivery to automate selections?

Question Is there anyway to speed up or automate content deliveries? At a minimum I'm hoping to be able to default the related object or default the piece of related content. Anything to avoid ...
6
votes
4answers
3k views

what tools can be used to perform automation and performance testing

We have a SFDC application and as a functional tester I would like to know what tools can be used to automate the test scripts. Need to test UI as well as the functional requirements of application. ...
2
votes
1answer
623 views

Change Lead status when matching Contact is created

I'm looking to write an Apex script, but I literally know nothing about programming in Salesforce (with the exception of what I've read in the last hour). I want to write a script that does the ...
9
votes
5answers
3k views

How to exclude invalid fields that can't be deployed by the Migration Tool from .object files when automating deployment?

I'm trying to add a level of automation to our development processes. My goal at the moment is to be able to automatically retrieve check-ins to our development feature release branch and then ...
4
votes
2answers
175 views

Automate marking new Leads as read

Is it possible to have other activities mark a Lead as read? We have a use case where some of our users would like to mark Leads as read when they have been included in an Extended Mail Merge. ...