Questions tagged [automation]
The automation tag has no usage guidance.
0
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0answers
19 views
unable to create Data extension from existing fields of other data extension
Hi i am unable to create a dynamic data extension from the existing data extension fields. I am using the following code to get that
<script runat="server">
Platform.Load("core","1.2");
var ...
0
votes
0answers
37 views
Marketing Cloud SSJS - does not write to DE
I have a SSJS to be used in rest api calls. It will be an scheduled call thus this is an script activity. The script automation returns a success but I do not see any changes, it should write to DE if ...
0
votes
1answer
20 views
Sending out a Survey when a case is closed
I am planning to implement Case Ticketing System in our org.
I have all of the functionality in Salesforce that I am looking, except for the surveys that will be sent out when a case is close.
I've ...
0
votes
1answer
44 views
Use measure in SQL
I would like to use a measure in a SQL request.
Here is my SQL request that works :
SELECT
C.[Civilite] as 'Civilite',
C.[Prenom] as 'Prenom',
C.[Nom] as 'Nom',
C.[Email] as 'Email',
C.[...
0
votes
2answers
52 views
Automation change to Paused after every run
I have implemented couple of Automations which are calling each other using SSJS script. After every run of the Automations these are going back to "paused" state. This causes future executions thru ...
0
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0answers
8 views
Clean country state data before activating country state picklist
There are about 100 different countries and many states on production. Now I want to activate the State and Country picklist. But the State data is messed up. How would I clean this up? Through ...
1
vote
1answer
33 views
How can I write back IDs to original records from Process Builder?
I currently have a process builder that creates a new record when certain criteria are met. Is there a way that I can write the ID of the newly created record back to the original record that started ...
0
votes
0answers
17 views
Creating auto-refreshing filtered data extensions through the SFMC APIs
Given a folder of filters, is it feasible to create filtered data extensions and for each filter, and an automation that automatically refreshes them through the APIs?
This old thread seems to imply ...
2
votes
1answer
47 views
SSJS Error retrieving the automation activities of an automation
I'm trying to use SSJS to retrieve the automation activities of an automation, using this code:
var api = new Script.Util.WSProxy();
var cols = ['Name', 'CustomerKey', 'AutomationTasks'];
var ...
1
vote
0answers
12 views
Inactive prospects in a drip program in pardot
A drip program in Pardot running based on a dynamic list. Currently there are 10 prospects in the program coming through that list. All these prospects are either 'Never Active' or 'Inactive since ...
1
vote
0answers
14 views
Pardot engagement program
I have created a engagement program in pardot. 10 propest enters the program. From Engagement studio - report, I click on '10' mentioned along with 'start'. It shows me those 10 prospects who entered ...
0
votes
1answer
26 views
How to bypass out of box and custom validation rules when Close Opportunity Request is automated
Earlier we used to close the Opportunity manually but before closing it there are some validation rules and apex validation rules gets triggered.
Now with the help of apex, I have automated ...
4
votes
1answer
99 views
Create or update Automation with Marketing Cloud REST API new endpoint
there is an endpoint to retrieve automation using Rest API with OAuth2 token and GET method:
https://{{tenant}}.rest.marketingcloudapis.com/automation/v1/automations/{{id}}
In the response you will ...
1
vote
1answer
22 views
Records not being imported properly into SMS All Contacts
I've created a DE that's populated via entries on a Smart Capture form a user completes via a link in an email. The form captures the user's submission for 'MobileNumber', passes the 'ContactKey' as a ...
0
votes
0answers
10 views
Alternate to 3rd party tools for newletters in pardot
Excuse me for a direct question, however need just a hint if someone can. Just wondering if it's compulsory to use 3rd party tool to send weekly newsletters via Pardot or is it feasible within Pardot ...
0
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0answers
35 views
Is it possible to create a (triggered) Automation through the soap api
gets triggered by a file drop, (step 1) create a file transfer that decrypts the file and puts it in safehouse, (step 2) import file from safehouse to DE.
I can do this through the ui and it works ...
2
votes
1answer
69 views
Automation skipped
I just create two automation to build a loop process in which I don't have to wait 1 hour as it has to be when the Automation is scheduled.
Automation A: One script activity that calls the Automation ...
1
vote
1answer
66 views
Associating Email Sends with Automation Activity via API
This is a continuation of this question: Retrieve multiple tasks in an Automation via API
Now that we have been able to retrieve the Activities within an Automation, we would like to take it one step ...
0
votes
1answer
43 views
Files missing in SFTP!
So, I have a weird "bug" that happened to me.
I've set up the automation that consists of several steps: fill data extension with data, use data extract to create csv file, transfer that file to ...
3
votes
2answers
218 views
Retrieve multiple tasks in an Automation via API
We can make a Retrieve call on an Automation object and if it contains only one Task get some details on that task. But, when there is more than one Task, the call does not return any information. ...
-1
votes
1answer
48 views
Creating an email which populates an image based on Data Extension upload
I'm trying to send a survey to recipients with an image in the email. Ideally I could upload a list to Data extensions that would populate an image and some text. Each row would have an ID that would ...
0
votes
1answer
42 views
How to create round robin lead assignment for certain lead status value and lead source?
I have done the setup listed here (https://help.salesforce.com/articleView?id=000004000&type=1) for round robin lead assignment, but 'd like to do a lead assignment based on two criteria: the lead'...
0
votes
1answer
23 views
Customize Activity Email
I'm trying to customize my user's Activity Email.
Like for example, since I know which is the contact for this record I would like to have it autofilled, also for the subject.
Also, I would like to ...
0
votes
1answer
163 views
Update Salesforce object with a Script Activity
I would like to create a script activity in an automation to update a Salesforce Object.
Here is my example script. How can i update I get it accepted as A SSJS script in the Script Activity?
%%[
...
0
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0answers
26 views
Implement a Counter to track records by record type [duplicate]
I have an object called 'Protocols' with 5 record types that will produce 5 types of documents. For each type, I need to track the number of documents that have previously been published, e.g. ...
0
votes
1answer
52 views
How to Add Pardot Opportunity records in Pardot lists?
I have opportunity records in Pardot and want to add them in a Pardot list.
How can I achieve it, so that the list can be used in the engagement studio?
Also, is it possible to I search the SF ...
0
votes
1answer
95 views
How to use a SFMC SJS Script Activity to pull data with httpget and then store it in a Data Extension?
I have figured out how to use HttpGet to display JSON directly in an email body, but instead I want to store this JSON data from an external URL in a data extension, and then use AMPscript lookups to ...
0
votes
1answer
36 views
Is there any way to automatically determine appropriate sfdx configuration?
I've recently started working on a rather insane project which has had a lot of organic growth over the years and includes over 20 deeply integrated managed packages.
We are currently trying to tame ...
1
vote
0answers
38 views
Newly created Quip documents don't appear on the web page
I use https://platform.quip.com/1/threads/new-document endpoint to create new document. According to the documentation, if I skip member_ids field, the new document should be added to the current user ...
0
votes
1answer
1k views
How to pre-populate fields when creating a new record? [duplicate]
I have a custom parent object A and a child object B.
When I create a new record from the child object B via the related list, only the parent lookup field is defaulted and filled in.
When I hit ...
0
votes
2answers
50 views
Why is my code querying All Subscribers producing results that don't exist in All Subscribers?
In Marketing Cloud - I'm trying to write an SQL that will pull everyone who has opened an email in the last 90 days. I'm getting results from the below SQL, but when I spot-check the data, I'm finding ...
2
votes
2answers
41 views
Evaluate Enabling Multi-Currency
Does anyone know of an application that will scan an org to determine the remediation necessary to enable multi-currency? Scanning for things like Currency fields used in SOQL calls and currency ...
0
votes
1answer
28 views
Creating Cases Object Automatically Based on Current Date [closed]
I am attempting to set up logic that will run and create a Salesforce case if the current date equals either June 1st or October 1st. I've been looking at process builder as one solution, but am ...
-1
votes
2answers
36 views
How to give custom object delete permission to all users in org?
The user can belong to any profile or role. In future, any new user created with a new profile or with a new role, he/she will get delete permission automatically.
Please suggest a solution without ...
1
vote
2answers
230 views
SQL Query for a MarketingCloud campaign opens?
I'm trying to create an automation that looks back at a specific campaign and sets a flag on their profile if the user opened the email. This campaign would run every day and then talk back to ...
0
votes
1answer
124 views
Journey Builder: “Process all records” vs “New Records”
We have been using Journey Builder for about 3 years, and some of our existing Journeys are set up to use "Process All Records". However, I remember there used to be an option to "process new records" ...
1
vote
1answer
103 views
How to get an encrypted file into a data extension?
We are working on moving a .pgp encrypted file to a Data Extension.
It's landing in a folder in the sFTP site, and I'm able to decrypt it, but I'm unable to get it into a Data Extension.
Salesforce ...
0
votes
1answer
45 views
Does a data extension entry event work with decision split?
So my question is much more complicated than the title says.
Case: We want to build a journey which will populate everyone who meet the entry trigger already and for new records entering the journey.
...
0
votes
1answer
151 views
Using Flow to add lead to a campaign
We have leads coming in from various sources. Depending on the source of the lead, the lead should be attached to a specific campaign. How would we leverage process builder and flow to automate this ...
0
votes
1answer
12 views
I would like the Contact on Case to be set to the Created by ID. Cannot be done with WFR or PB. Any ideas?
The Contact on the Case Object is a lookup(user) I don't want my internal users to have to find their name when creating an internal case, how can I make it so that the CreatedById auto populates the ...
3
votes
1answer
34 views
Exit customer from welcome Journey - After click/subscribe
I am trying to launch a welcome series with the intent to get the subscriber to fill out their profile. I am using Journey builder to do it.
I want to exit the Jounrey when the subscriber visits the ...
0
votes
1answer
69 views
Unique Records in Process Builder
I'm working in process builder and am running into an issue.
My criteria is only on create, not on create & edit:
Choose the Contact Object
Criteria is met (Field A = true, Field B = today)
...
0
votes
1answer
73 views
Using query to populate target data extension for resending automated mail
Every week we send out a mail on tuesdays.
This mail is named so it always contains this: "TOBERESENT".
Every saturday an automation sends out a mail that is an altered version of the tuesday mail. ...
0
votes
1answer
17 views
Partial Email Automation 0r Manual Intervention in an automated process
I've been thrown a bit of a curve by my sales team - they want an email to be automatically sent from an Opportunity that meets specific criteria , not a problem normally I can use workflow/email ...
0
votes
2answers
25 views
Can I stop a process if the field update values are the same or similar?
I have a process builder that creates a case when an Account name has been changed. My company builds software for hospitals, which fairly frequently change ownership and names. The case is to alert ...
0
votes
1answer
209 views
Code snippet creation in Automation Studio script
I want to create a code snippet from an automation studio script activity. Implementation works perfect in a landing page. But during the automation execution I got an error:
{"Status":"Error","...
0
votes
1answer
314 views
Query issue - Automation failed due to system error
I have a sql-query where i do not know my mistake therefore it would be nice if you could help.
SELECT
SUM(b.HardBounceCount) AS HardBounceCount,
SUM(b.SoftBounceCount) AS SoftBounceCount,
SUM(b....
1
vote
0answers
37 views
Pushing a git repository to a Sandbox via a PostCopy script
I am currently trying to automate the whole process for working with Sandboxes in my company. As of now, we have a CLI tool which both refreshes the sandboxes and executes an Apex anonymous script to ...
0
votes
1answer
269 views
Automating CSV Uploads into Einstein Analytics with Wave DatasetUtils
According to this Trailblazer Community Post, the Wave DatasetUtils tool can be used to automate csv uploads into Einstein Analytics (the user lists this option alongside automating via Apex). ...
0
votes
0answers
121 views
Auto Populating lookup field
I have a lookup field to the Contacts object on Opportunities object which is to define the Primary Point of Contact (dont want to use Contact Roles). There is another lookup field on that Contact ...
