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1
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0answers
9 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
0answers
7 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
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1answer
29 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
28 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
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0answers
39 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
75 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 ...
2
votes
3answers
91 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
47 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
41 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
80 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
43 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
565 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 ...
2
votes
0answers
85 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 ...
5
votes
3answers
2k 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
503 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 ...
7
votes
6answers
2k 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
140 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. ...