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1
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4answers
34 views

Automating the dataload

We use some client application named Rally tool where we extract the csv file daily and we need to update those records into salesforce on a daily basis. Now I need to make this process automated. I ...
1
vote
1answer
37 views

Send email to subscribers with content from external data

I am using the ExactTarget API to pass subscribers from my web application to a subscribers list in ExactTarget. On my website, we post video clips on a daily basis. We range anywhere from 20 - 30 ...
2
votes
2answers
29 views

Automation through Process Builder

I want to convert one trigger to Process Builder which is on update only. So, can I create process builder action for update only instead of created or edited.
1
vote
0answers
28 views

when i press and alphabet auto complete will not working on textbox

this is my page <apex:page controller="ContactCheckEditController"> <apex:form id="frm"> <apex:pagemessages /> <apex:actionFunction name="check" ...
0
votes
0answers
24 views

Accessing Salesforce reports in ExactTarget for automation

Our organization's new to working with ExactTarget integrated with Salesforce and I am having trouble finding guides (including in their own material) that accounts for the two of them integrated. I ...
2
votes
1answer
34 views

Automated Testing Salesforce one app (3rd party)

Hi I currently in the process of investigating doing mobile test automation(iOS) for the salesforce1 app to verify that changes we've made to the desktop version are present in the mobile version and ...
0
votes
0answers
21 views

Auto Reply sends back English or French depending on profile

I am new to AMPScript. In the chance that someone replies to our emails, we want to send back an auto-reply. BUT we would like to send English or French depending on the language code in their ...
3
votes
1answer
43 views

Solution for backing up Salesforce data

We currently do a data backup of SFDC data every week via the Data Export feature in Salesforce. This process is very time consuming as the result of the data backup is 30+ files that all need to be ...
0
votes
1answer
20 views

Basic Workflow question

Say I schedule a time-dependant workflow for 5 hours before Account.dateTimefield If I create a new account and upon creation Account.dateTimefield is only two hours away, will the workflow fire? Or ...
0
votes
2answers
57 views

Creating Assignment rules via APEX Code

Is there any way possible that I can create a new assignment rule on lead via Apex code. If possible can someone help me with the code snippet for the same. Also is it possible to transfer assigment ...
2
votes
3answers
77 views

Assigning Users or Role to queue via apex code

Is there any way I can assign a particular user/particular Role to a Queue via Apex code. I am creating that queue via apex code only. So to automate the process I want to assign users/roles ...
0
votes
2answers
74 views

ExactTarget Automation Studio — sending multiple emails in one automation

We are a large cultural institution that produces hundreds of events every year. I am trying to set up an automation inside of ExactTarget Automation Studio which would send "You are coming" emails to ...
0
votes
0answers
51 views

ExactTarget Drip Campaign based on email opens

I'm attempting to set up a drip campaign that will push recipients forward in the process dependent on whether or not they open an email. Essentially there will be three tiers of emails. Each tier ...
1
vote
2answers
23 views

How to automate the process to Update Pagelayouts in Salesforce?

I need to follow few specific steps which involves modifying pagelayouts by adding new field, making few fields read-only/required, adding related lists etc. I have to follow the same steps for all ...
0
votes
3answers
60 views

Trigger a mass record update to “activate” workflow

So I've created a workflow that update fields. This works fine but as a workflow is considered when a record is edited, only the new records, or the one edited get that field update. I would need to ...
0
votes
1answer
38 views

Adding a column to a data extension at email sendtime

Here are the details of the project I'm working on: I have an automated email workflow The first step of automation is generating a new data extension (DX) based on a filter I need to populate an ...
0
votes
0answers
35 views

How to use conga workflow for a javascript button in conga composer solution

I am using conga composer solution. My button is javascript button(code).I want to automate the solution using conga workflow. Is it possible to automate the conga composer solution which uses ...
3
votes
1answer
44 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
61 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
91 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
85 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
17 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
30 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
55 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
953 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 ...
3
votes
1answer
133 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
191 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
95 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
372 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
368 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
202 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
68 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
34 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
73 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
90 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
94 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
35 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
74 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
2answers
125 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
211 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
204 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
148 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
186 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
901 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
553 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
639 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
183 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, ...
2
votes
3answers
876 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
244 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.
4
votes
1answer
280 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 ...