Questions tagged [automation]

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11 views

Is it possible to automate deploying SEPA Toolkit to scratch orgs?

Our org is heavily dependent on Opportunity. Our Opportunity trigger logic has dependencies on the SEPA Toolkit (listing Id a0N3000000B4bYzEAJ), so we need a way to install this package either before ...
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0answers
11 views

Pass more records from process builder to autolaunched flow

Is is possible to pass multiple records at once to a flow? I am having a transaction which inserts more records at once. I want to do some processing using Process Builder + Flow (searching for ...
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8 views

Is there a way to create a Workflow Rule to send administrator an email only when a new opportunity is created by a Partner Community?

In our Org, we allow Partner Community members to create and own Opportunities. As the administrator, I would like to receive an email alert only when Partner Community members create an Opportunity, ...
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1answer
30 views

Create an Automation that imports data to a Data Extension depending on the file name on a sftp

I am trying to upload data into a Data Extension by uploading a CSV file to the sftp. An Automation should then compare the csv name with the Data Extension name and then upload it into that Data ...
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2answers
35 views

How do I autopopulate lookup fields on a custom object?

I have a new custom object, "Car," with lookup fields to the Order, Opportunity, and several other objects. When an Order is created, I would like a Car record to be created with the Order lookup ...
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2answers
26 views

Duplicate data from a synchronized data extension- Can't see the Syn DE in Automation studio

i'm working in Automation Studio in order to duplicate the data of synchronized DE into a new sendable DE. The problem I have is that I see the synchronized DE in Contact Builder but I can't find it ...
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2answers
38 views

Automate looking up data based on subscriberkey and populating a data extension with extended info

Based on the subscribers website interaction, my guy handling our website can send me two types of data: SubscriberKey RoomOfPreference. I can have him add this data to a pick-up data extension via ...
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2answers
47 views

Checking for a non ascii character in SQL Query activity

I have certain records in my DE, where the first name contains '�'. I wish to extract such records. Obviously a like wouldn't work. Is there a way to do this in SQL Query Activity.
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26 views

SFMC API add Script Activity and Data Extract Activity to Automation

I am creating an automation via API and understand you cannot create Script activities or Data Extract activities. I have created the script and data extract separately using the API and have the ...
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1answer
9 views

Approval Process: Only Commit Users Selection on Approval

Here is the use case I am having trouble with: A user needs to transfer a case to another office, office is a picklist. When the Picklist Value is updated, seek approval from a manager. If approved, ...
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0answers
8 views

Automation - file drop - doesn't run after the file is dropped

My automation is not running (file drop/file transfer/import activity). I have used the new SF MC URL ...ftp.marketingcloudops.com (SFTP) and dropped the file in the import directory. However, my ...
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1answer
37 views

Create an automation to update Test accounts Status from “Unsubscribed” to “Active” [closed]

I am sure this is a thing, but we have a group of "test" email accounts that our QA group regularly tests. Of course the unsubscribe is one of those things they test, and often we have to reset the ...
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2answers
103 views

PGP Encryption Marketing Cloud File Transfer

I'm attempting to setup a file transfer activity from the Marketing Cloud Safehouse to our FTP Export Folder, encrypted. However, to do this, I have to enable a 'Customer Public Key'. On the activity ...
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2answers
248 views

Automating File Move from Marketing Cloud SFTP Import to Export Folder

Attempting to automate moving a report from Marketing Cloud's Import Folder to the Export folder, or from the Reports folder to the Export folder, and encrypt it. However, I don't show that the file ...
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1answer
52 views

Process builder create task

I am trying to build an automated task using process builder when opportunity is on the specific stage. However, I have a problem with field picker. I want to assign this task to opportunity owner / ...
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0answers
39 views

External FTP File Transfer Activity Error in Automation Studio - Can't Change

I'm trying to gather the errored emails in a triggered send. My question is the same as this one: Triggered Send Errors - access subscribers for failed send? However, when I attempt pull the errors, ...
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1answer
95 views

SSJS perform data extract

Running this script but getting the error : - {"message":"Error executing perform call.","description":"ExactTarget.OMM.FunctionExecutionException: Error executing perform call.\r\n Error Code: ...
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0answers
30 views

What Does Automated Process User Not Have Access To?

While working on a SandboxPostCopy script, I came across the following warning on a Salesforce article: So it sounds like there are certain things that cannot be done with the script, but I haven't ...
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1answer
151 views

Automating scratch org with sfdx plugins

I have been looking to automate the process of creating a scratch org, pushing source (metadata), assigning the permission sets, resetting the password, open the org and much more. After doing some R&...
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1answer
107 views

Selenium WebDriver and Developer Console

So I'm automating some different things with Selenium WebDriver in one of our orgs. One of the more tricky ones has been interacting with the Execute Anonymous window inside of the developer console. ...
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3answers
106 views

Marketing cloud SQL Query Deduplication

I am trying to deduplicate my entry data extension based on the completeness of field values. For Instance, i have the a data extension with same email address, the record that has maximum field ...
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1answer
38 views

Outbound Email Message empty Attachment Related List

When sending an email, the person receiving it gets both the body text and the attachment being sent out along with it. So it sends out correctly. When I go into the activity history related list and ...
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0answers
42 views

How can we track the number of page visits and the link clicks in Cloud Pages?

I am looking for a solution to get the page views count and the link clicks from a Cloud Page. On the Activity tab of the Cloud Pages, we can see the page visits count.Are these stored in any System ...
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2answers
125 views

Schedule an Automation through the API without a Recurrence(“Repeat”) Value

Is this possible to do? Each time I schedule an automation through the API it only seems to work if I set a "Recurrence" value, although I only want the automation to run once. To get around this I'...
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1answer
50 views

How to Activate a File Drop Triggered Automation through the API

This question has been asked a few times over the years but has yet to receive an answer. I am trying to figure out how to activate a file drop triggered automation through the API(Changing it from "...
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1answer
184 views

CPQ Quote Line Item - automatic setting of a custom field?

In an org I have a field SBQQ__QuoteLine__c.CostsType__c, and this gets set by some kind of magic, it seems. The possible picklist values are "Monthly" and "OneTime". There is no APEX code, nor flow, ...
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2answers
27 views

Process to update lookup filed in customer portal

I have been stuck on a problem since Monday, where I am trying to auto-populate a parent case field with the case number of the parent record. Basically anytime a customer create a case in the ...
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0answers
19 views

Create Tasks for User on publishing new version of Knowledge Article

Is there any possibility to create Tasks for group of Users(for example all internal ones) when new version of specific Knowledge Article is published? Currently I have one solution -> Schedule Job ...
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1answer
145 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....
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0answers
28 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 ...
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1answer
84 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 ...
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1answer
40 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 ...
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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.
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1answer
63 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 ...
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1answer
26 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 ...
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1answer
82 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'...
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1answer
226 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 ?
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1answer
165 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!
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1answer
177 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 ...
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0answers
22 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 ...
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0answers
166 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....
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1answer
56 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 ...
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1answer
119 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 ...
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1answer
58 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 ...
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1answer
525 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 ...
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3answers
154 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.[...
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2answers
211 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 ...
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1answer
49 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 ...
2
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1answer
318 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 ...
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1answer
48 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 ...

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