Questions tagged [automation]
The automation tag has no usage guidance.
281
questions
0
votes
1answer
26 views
Can I Delete Sharing Record with Flow? Salesforce
I'm currently using flows to provide Read/Write access to records associated with a
related object record using userIDs from two lookup fields.
(similar to this method:
https://salesforce....
0
votes
0answers
14 views
Create Activity and Automation through FuelSDK for Python
I was wondering if anyone has successfully been able to create Activity and Automation objects via Python FuelSDK. I can successfully start Automations but not sure what code to use to create an ...
1
vote
1answer
44 views
Automation doesn't run through SSJS when it is in a Paused state
I was able to run an automation which is in "scheduled" staus using SSJS, but when I pause it manually (status changed to "Paused") and execute the same script, the automation doesn't run. The script ...
0
votes
1answer
27 views
Can't create Data Extension with SSJS
I'm trying to create a proof of concept data extension with one field for each unique value in a specific column of another data extension. I am intending to do this using a SSJS script run as part of ...
0
votes
1answer
14 views
Can we use encryption for journey builder, automation and HTML contents in Marketing cloud
I just want to encrypt my automation and codes in SFMC is this possible and how it cane be done. I know we can encrypt the data but I am looking for encryption of automation, journey and content.
1
vote
1answer
38 views
Generated PDF from Visualforce page cannot be read by Robotic Process Automation
I have a request, the client what to creat Robotic Process Automation that can read and treat a pdf generated from a visualforce. To do that, all the fields should be readable as it is appearing in ...
0
votes
1answer
20 views
Automated email sending
I have a landing page in salesforce which has its own form and using ampscript i am storing data in dataextension .Now the data that is being send contains two email address and i want to send an ...
0
votes
1answer
29 views
Create aura:attribute with a dynamic type
I am attempting to put a custom lightning component into a flow, and I need a record collection variable. The problem is that I don't know what object the record collection variable is, and flows don'...
0
votes
1answer
74 views
SFMC - Migrating Automations and Journeys from one Business Unit to other Business Unit
I have a use case where I have to migrate all the automations and journeys from one business unit to other business unit. Is there any way that I could avoid doing it manually and save time ?
4
votes
1answer
138 views
How to Activate a File Drop Automation via the API
I can create a file drop triggered automation through both SOAP and REST API's but I cannot figure out how to switch them from "Inactive" to "Active". Any help would be be greatly appreciate, thanks!
0
votes
1answer
90 views
How to Setup an File Drop Trigger for an Automation via the API?
I created an automation triggered by a file drop in SFMC using the API but the file drop section still needs to be configured. The closest thing to an answer I could find was this post in which ...
0
votes
0answers
18 views
Get last automation activities
I bumped into an issue with getting the data of automation activities:
In the Automation Studio there is the Activity tab with "Run Log".
How I can get the data of Start/Completed time for the list of ...
0
votes
0answers
45 views
What is the limit of marketing cloud to add rows in a data extension at a time?
I am trying to add around 3 lacs records in data extension in batches of 2500
by calling api inside script activity
below api i am using to add data in DE:
https://mcdlxf0ptr61tcvgvx1g1521cg91.rest....
1
vote
1answer
33 views
Ignore blank field in Data Extension import file activity
I am using Automations and an Import File Activity to ingest events logs in a specific data extension.
Salesforce is reading a log of successive events, so I am leaving blank field in my CSV log to ...
0
votes
1answer
27 views
Copying Primary Contact to New Opportunity with Flow/PB
I've been able to find a good amount of resources for copying contact roles to opportunities. This one and this one seem to be favorites, and while informative, aren't really registering with what I'm ...
0
votes
0answers
20 views
Process Builder to schedule email alert even if not significant change is done
I have a question about scheduled email alerts on Process Builder.
I am trying to build a process that upon changing a date field would send an email alert with a reminder 669 days later.
It would ...
0
votes
0answers
14 views
Is it possible to replace contactid in pardot
I want to replace the contactId with another existing contactid in pardot as shown below image.
Is it possible to achieve this requirement using different way in pardot?
Kindly help for it.
0
votes
1answer
48 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
62 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
219 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
3answers
88 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
77 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
votes
0answers
13 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
46 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
21 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
113 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
29 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
16 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
100 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
300 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
29 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
votes
0answers
41 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
135 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
83 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
72 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
327 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
94 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
120 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
397 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
votes
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
82 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
206 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
39 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
42 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
3k 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
86 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
49 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
29 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 ...
