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1
vote
1answer
14 views

Enable Features with Apex

Is it possible to automate (preferably with apex) enabling of features from setup. For example if I want enable the notes settings in a org I would have nav to Setup > Build > Customize > Notes > ...
4
votes
0answers
27 views

Managing certificates programmatically in Salesforce Org (after sandbox creation/refresh)

I was trying to find some information on feasibility of creating and deleting self-signed certificates in Salesforce Org programmatically, which could be incorporated into post sandbox ...
0
votes
1answer
15 views

Search for particular data in tickets and export that data to a server location [closed]

I am wanting to search salesforce tickets for particular data like phone numbers in ticket notes. I want to export this list of phone number to a network location (a server). Ideally, the list of ...
0
votes
2answers
52 views

Automate record type selection

We have a requirement where we have to automate record type selection of child objects based on the record type of master. For example there is an object X (master) with 3 record types (r1,r2 and r3). ...
5
votes
2answers
252 views

How can we inactivate user those are not logged in last 120 days

I want an automated process that needs to inactivate users which are not logged in last 120 days. I tried with Time Based Workflow but i couldn't find Last login field. Is there any way that we can ...
0
votes
1answer
23 views

Marketing Cloud - retrieve automations via FuelSDK

I'm trying to retrieve automations via C# FuelSDK. Retrieving emails and data extensions works fine but I'm having problem with automations. Please see my code bellow. BasicHttpBinding binding = new ...
0
votes
0answers
25 views

Automated Opt-Out for Unengaged Users

I've been tasked with automating the send of an Opt-out email to any users that have received at least 6 triggered emails and haven't opened The most recent 6. I have looked into how I might be able ...
0
votes
0answers
16 views

Automation Studio: how do I send a follow-up email to people who clicked on a previous email in the drip campaign?

I have a very simple (I hope) automation schema I'd like to run in automation studio. Basically, it's the following: Filter is triggered to refresh Automated reengagement email is sent Wait 2 days ...
1
vote
1answer
113 views

In ExactTarget How to Query and compare records with all data extension?

I am trying to check the data from particular data extension whether they exist in any other data extension. How can we compare a data from particular data extension with all other data extensions in ...
0
votes
1answer
34 views

Function Add with one variable

I have a problem with my AMPscript. I would like to use the function AMPscript Add to add differents price from different products that are also connected with the count AMPscript function e.g. %%[ ...
1
vote
1answer
56 views

Remove Duplicate Value using Autocomplete component

Apex Class : public class AutoCompleteV2_Con { public String labelFieldVar{ get; set; } public String valueFieldVar{ get; set; } public String sObjVal{get;set;} public Integer ...
0
votes
0answers
45 views

“No rows were found” on “Automation” SOAP RetrieveRequest

I am trying to retrieve automation object by following this guide https://code.exacttarget.com/apis-sdks/soap-api/interacting-with-automation-studio-via-the-web-service-soap-api.html#Retrieve I ...
0
votes
1answer
17 views

Process Builder: Add Volunteer contact to multiple related shifts from single sign up

I have the Volunteers for Salesforce app installed in our org. Business Requirement: When a Volunteer signs up for a shift, ensure that they are also signed up for the recurring shifts as per the ...
6
votes
4answers
404 views

Better practice to analyse and quantify code coverage with OR conditions

Test Coverage: I have 100% test coverage for my code base. I believed that, it is sufficient enough to deploy my code in Production and it is trust worthy that there won't be any bugs. Issue: But ...
0
votes
1answer
18 views

Populate the Region field

I am very new to Salesforce and have been asked by my boss to find a way to do the following: Is there a way to auto populate a region based on shipping address/country/zip code etc on existing ...
3
votes
0answers
19 views

Is there any way to refresh dashboards on load as of Spring 16 release?

Is there any way to refresh dynamic dashboards on page load anymore? We used to be able to put in JS that "clicked" the refresh button for our users but that appears to be defunct as of Spring '16.
2
votes
1answer
61 views

Capturing record events without triggers

Is there any way other than Apex Trigger/Process Builder/Workflow to capture record events programmatically? Does Salesforce have any sort of CRUD event publisher that can be somehow subscribed to? ...
2
votes
0answers
12 views

Automate downloading of zipped files created on using export now functionality [duplicate]

How can i automate downloading of zipped files created on using export now functionality.I am using export now functionality and a zipped file is being created .I need to download that file to local ...
0
votes
1answer
141 views

Salesforce Command line Dataloader - Passing Parameters to Process-conf.xml ?

My currrent situation is I have process-conf.xml, with multiple environments and multiple orgs eg. dev and QA Then an entry for each Object(Account, Opportunity) that I may be inserting for ...
1
vote
1answer
56 views

Salesforce Automation, abort automatic record cloning if another record was created manually

Using a Process Builder i've created a rule that when the "Renewal Date" (custom field containing a formula), located in the Opportunity object, is reached, that Opportunity is cloned. It might be ...
0
votes
1answer
74 views

Salesforce Process Builder, Run a process if a field criteria is met

I'm trying to build a process that will automatically clone the Opportunity A if a "Contract Status" field equals to "Current". The thing is, that "Contract Status" field contains a formula that ...
0
votes
1answer
36 views

Can I auto generate an objects required name field without Enterprise edition workflows?

I'm using the default SF opportunity object and want to auto-generate the value for the name field. Everything I've read about this says "yes its simple when you use workflows and create an on ...
0
votes
0answers
76 views

ExactTarget, Automations, Folders and API

This is a three-part question: In the Automation Studio, automations are arranged in folders. However, unlike with all other types of objects I have managed up until now with SOAP and Fuel using the ...
1
vote
4answers
58 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
55 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
43 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
37 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
60 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
43 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
23 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
49 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
23 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
82 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
198 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
204 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
1answer
115 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
30 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
93 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
47 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
53 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
2answers
73 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
75 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
156 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
123 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
29 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
36 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
67 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
1k 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
146 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
268 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 ...