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3
votes
0answers
16 views

How to Create Documentation for Workflows using XML?

Question: How can I use an org's XML (retrieved from Eclipse or MavensMate) to "automate" my documentation? In other words, is there a way to "convert" or manipulate the XML for each workflow into a ...
1
vote
2answers
36 views

Can this be accomplished with Process Flow or Visual Flow?

I am looking for assistance in how to best implement the following request. We need to update the Participating__c field on Object A any time that the values of 7 fields from 3 different objects meets ...
3
votes
0answers
43 views

programatically create Partner Community Accounts using Apex / API

Our sandbox is refreshed often. To re-create the portal environment on the sandbox entails number of manual steps. Details I have a seven test accounts and each account has exactly one contact. ...
1
vote
1answer
42 views

Preferrered Salesforce CI / deployment solutions

I am looking at various Salesforce CI / deployment solutions that at least: Should be able to deploy based on a custom selection of metadata changes and fixed set of changes (deploy on newest source ...
0
votes
0answers
12 views

Exact Target triggers: how does the pause feature work?

I am having to use the pause in an ExactTarget automated trigger for the first time so I can make a quick update. How does this feature work? Is it pretty seamless or is it buggy? Should I anticipate ...
1
vote
2answers
28 views

Prepopulate a Set of tasks

Background: I am currently undertaking my first sf project here at work. We are building a little tracking application for the projects we undertake here. I have an object with several related lists. ...
0
votes
1answer
30 views

Update field on custom object after it was used in Marketing Cloud email send based on import

After an email is sent from automation studio based on file import of a Salesforce report of custom objects, how can we record on that custom object's record that an email was sent?
3
votes
2answers
260 views

Auto Populate a Lookup Field based on a field value

We have a custom object "OrderItem__C". This custom object has a lookup field to standard contact object. It also has a field called "Shipping_customer_number__c". We have this same ...
0
votes
1answer
63 views

ANT: How build conditional statement for GIT macro

I have an ANT build script that works exactly as expected but I want to take it one step further. Right now I have a Windows Task Scheduler that runs a batch file every night which calls ant ...
3
votes
1answer
84 views

Trigger Ready Flow /Process Builder to open record in edit mode (URL/e)

I would like to use an auto-flow (ie. not use a button, but use trigger ready flow /process builder to auto-launch a flow) to open up a current record in Edit mode. Ie. Hack the URL so that the URL ...
3
votes
1answer
76 views

Auto-populate custom Activity/Task field with Contact field value

I'm just getting my feet wet in regards to Salesforce in general, but specifically with Apex programming (still an undergraduate student). We added some custom fields to the Activities object that ...
0
votes
0answers
53 views

How can I create a triggered Automation with ExactTarget's Soap API?

I'd like to be able to create an automation in ExactTarget's automation studio that is triggered by the creation of a file with ET's Webservice API. I've managed to create a SOAP request to create an ...
1
vote
1answer
180 views

Process builder: Evaluate lookup field in criteria

In a process I'm building, I'm trying to evaluate if a particular lookup field is changed and proceed to the "action" if so. Simple enough, right? It appears that there isn't any way to do that sort ...
1
vote
2answers
210 views

How to Populate a Lookup Field on the Standard Account Object Upon Save

On the standard 'Account' Object, there is a Look-up field 'Purchase Order Rule' (POR). When creating a new account, upon save if the POR field is Blank I want it to auto populate with the value ...
1
vote
1answer
93 views

Data Relationships, Data Filters and Automation Studio

I've created a User-Initiated Email that is using a Data Filter. That Data Filter is using a Data Relationship. When I try to fire an email send via Automation Studio, the job sits there running for ...
1
vote
0answers
59 views

Exact target automation question. Write into Description field in Salesforce after a click on an EDM

I have an automated process which sends an EDM to a visitor who has registered into our website. Data is passed from the web form into Salesforce and creates a lead. Exact target then sends an EDM to ...
0
votes
0answers
25 views

How can I convert email to a new Opportunity or update an Opportunity?

I'm relatively new to both Stack Exchange and SalesForce, so bear with me. This is what I'd like to do: - Send an opportunity email to Salesforce - Salesforce then pulls information from the email ...
2
votes
1answer
50 views

How can a Contact enter an Interaction more than once?

This question is somewhat related to this question on multiple entries but it's actually quite different (and not a duplicate) which is why I've created a new question. I'm trying to figure out ...
1
vote
2answers
69 views

Modify field definition using scheduled Apex job

In the current data model of my org, there is a Master-Detail relationship between Account (Master) and Revenue (Detail). I have 12 custom fields on Revenue (January, February, ..., November, ...
2
votes
1answer
71 views

Trigger Send With Content Syndication via HTTPget

We are building automated emails in ExactTarget (Salesforce Marketing Cloud) that pull the most recent blog post into an email via HTTPget. The problem is our blog post in the email is never updating. ...
1
vote
0answers
33 views

Login-Links in Salesforce: sometimes they work - sometimes they don't

As consultants and developers we login to a very huge number of different development- and client-orgs. We use the environment hub, but beside the hub it comes very handy to use login links in the ...
1
vote
1answer
53 views

Automate Account Teams based on lookup field

I have custom lookup fields to the user object for various members of our overlay teams, ex. sales engineer. Can someone help with a trigger to add this user to the account team when the field is ...
1
vote
1answer
83 views

Object Reference Error on “Automation” RetrieveRequest

I'm try to do some work with Automations from the Automation Studio using the API. Based on what I read in the documentation I should be able to get use the retrieve method in order to do this. When ...
0
votes
1answer
118 views

Sync Third party CRM with Salesforce

My company has its own Platform that manage most of the data and recenetly we started using Salesforce and it turn out quite good. So for our next step we want to sync all our Platform data with ...
2
votes
1answer
97 views

How do you run multiple automation studio jobs in parallel?

I've built a welcome series in Automation Studio that sends an initial email, waits 3 days and fires off the 2nd email and finally waits another 7 days before firing off the final email. If I put a ...
2
votes
4answers
127 views

Can I force a recalculation of objects?

Addendum to How to set a field in oppty based on a parameter of it's products? I have a new CB for our product object. a workflow rule, updates the opportunity product object, when it's created. ...
0
votes
1answer
125 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
608 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
327 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
483 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
116 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
623 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
154 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.
2
votes
1answer
206 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
204 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. ...
2
votes
0answers
82 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
108 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?
1
vote
2answers
388 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
66 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
174 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
358 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 ...
8
votes
4answers
729 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
198 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
51 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
351 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
106 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
2k 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
259 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 ...
7
votes
5answers
5k 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
771 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 ...