Questions tagged [automation]
Tag for grouping queries related to any kind of automations.
429
questions
1
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58
views
Check for existing records in Data Extension when appending data
We're sending anniversary mails to members every time they've lasted another year with us :)
This is the SOQL appending data to the Data Extension [Anniversary Flow - Trigger]
SELECT
ID as 'Subscriber ...
- 529
-1
votes
0
answers
11
views
SBX testing a automation to remove a lead from a cadence, this was code provided by Salesforce to test and now its throwing errors
Any reason why I'm getting this error?
Sandbox
Apex script unhandled exception by user/organization: 0055a000008nNr3/00DAq000000vBWb
Source organization: 00D40000000IZkW (null)
Failed to invoke future ...
-1
votes
1
answer
64
views
Can we send bell notification and email using flow at the same time
I have a requirement where if any Salesforce user tried to update stage value of an opportunity record not owned by him then I need to send a bell notification as well as a email to that opportunity ...
- 19
0
votes
1
answer
57
views
Record-triggered Flow Scheduled Path only works in debug?
so my requirement is this: A case should be automatically updated (status set to open) 5 days after the last modified date from the case (with some conditions). As an extra there should be an auto-...
- 21
0
votes
1
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60
views
Validation Rule Syntax error missing - Formula
I have created the below validation rule but when saving it shows
Error: Syntax error. Found ')'
Can someone help me identify what I am missing
OR(
AND(
$User.Full_Name__c <> "Case Guest ...
- 19
0
votes
1
answer
32
views
How can I add a lead button to the approval history-related list
How can I add a lead button to the approval history-related list? Like, as we select approval requests, it's redirected to the all approval requests page. I have to add the lead option that redirected ...
0
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58
views
Auto-Populating Fields before a new record is created
Is there a way to auto-populate the fields based on the lookup field while user is on the New record screen?
Example, Let's say I have custom object called Project. I have a lookup field "Master ...
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-1
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1
answer
38
views
Automatically update a formula field based on checkbox
I have a date field that includes the day a position was opened and then I have a number formula field that calculates how many days the position has been opened: TODAY() - Date_Position_Opened__c
I ...
- 1
0
votes
1
answer
25
views
Journey Builder - If I change the time of my automation which sends data in a journey, will the send time of the journey change?
If I change the time of my automation which sends data in a journey, will the send time of the journey change?
1
vote
1
answer
98
views
Update Marketing Cloud Automation tasks with SOAP API
I'm having some issue with something I'm trying to do using SOAP,
What I want is to add a Task to an existing automation, the documentation shows how to update the name but nothing else. I want to add ...
- 13
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59
views
Converted Currency Field [duplicate]
Our org has enabled the advanced currency management setting.
On the opportunity records, some of our deals from Europe is showing as EUR 10,000.00 (USD 11,764.71). It is a currency field that locks ...
- 1
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23
views
How to evaluate a flow When Record is created OR a specific field gets changed and Update a Parent Object
I'm using a flow that runs when Record is Created or Record is Updated but I'm having issues running it for both of the cases(When I get a new record OR when I update the Owner on an existing record)....
- 53
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37
views
How to save a report's result as a csv document in salesforce
I have a report that needs to run monthly and save its result as a CSV document inside salesforce. The report is currently scheduled to run and send the result as an email but the request is to change ...
- 758
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26
views
How can I tell what automated process is creating this VF Page?
I have a VF Page called BatchRegProcess created by "Automated Process". When I click on "Where is this used?" nothing shows up. I would like to delete this page, but without ...
- 107
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71
views
Trouble accessing related records to Chat Transcript in Omni Flow
I am unable to access the related records of a Chat Transcript within my Omni Flow. My Flow successfully routes cases with Skills defined by Pre-Chat Form data. The problem I'm having is that I'm ...
- 11
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53
views
Data Extract definition change filename pattern
Can I programmatically change Data Extract definition? I cannot find any example.
I am looking for something similar to QueryDefinition change example:
var qd = QueryDefinition.Init('my_definition'),
...
- 111
4
votes
1
answer
174
views
Record triggering Flow using old value when filtering a get record
I have a flow that is set to run after the record is saved to the database.
The field that triggers the start of the flow is a change on the 'Billing State'.
I want to get an element using the new ...
- 71
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30
views
Trying To Recreate a Process in a Flow
I have a Process that I am trying to recreate in a Flow.
Problem: We have a custom Object called BizDW that sort of mimics Account History. We need records for the BizDW Object created when certain ...
0
votes
1
answer
124
views
Display List<String> from Apex class to Flow Screen Component [duplicate]
I have written a code which performs one particular automation. My objective is to display the output of type List string in the screen component of flow.
When I try to create a new single record ...
- 13
-1
votes
1
answer
86
views
How to get the previous value of record related field in validation rule?
I have a requirement to create a validation rule to check if the profile of the Case owner is same with the profile of the new case owner. If yes, allow to update the case owner. How can I achieve ...
- 13
-1
votes
1
answer
116
views
Getting an error : The formula expression is invalid: Incorrect parameter type for function 'OR()'. Expected Boolean, received Text
I am getting an error on the flow that is look for one with value in picklist as = Prime Contractor other being if there is no account associated with it. Should I be changing the ISBLANK to a ...
- 1
0
votes
0
answers
48
views
UpdateSingleSFObject function is not working correctly
I need help with my code snippet. It's part of an automation that first of all use a query to get the emails from contacts that I need to update in Salesforce CRM. Next to get the emails, I execute a ...
- 1
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95
views
Is it possible to perform validation of data in data extensions in SFMC automatically?
Currently, we have a ton of AdHoc (one-time emails) each month and for each email:
the email creative is different
audience list and DE fields are different
So, every time we get the list imported ...
- 169
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263
views
How to automatically delete Campaign Members using a flow
So, I am developing a record triggered flow that will create or delete campaign members depending on the status of 5 custom checkboxes in the Lead object, so, when the checkboxes are ticked or ...
- 65
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34
views
Flow not working as intended: Updating field on opp when contact role field = true ONLY for first opp for that contact
I have a flow that runs successfully for all opportunities created from a contact, but I now need it to run for only the first opportunity. What am I doing wrong?
Objective: Update "Web Lead"...
user122624
0
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1
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386
views
“Best Practice” way to get value from child record saved to parent record
I get similar business requirements that ask:
Get the latest child record where field X is not null, and copy field X's value to its parent's field Y
The solution must work with bother master-detail ...
- 2,768
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1
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1k
views
How to create a flow that creates a task?
I have a record-triggered flow that is supposed to create a task when an Opportunity first gets a Patient Care Coordinator assigned to the opp. The task being created also needs its Priority set to ...
0
votes
1
answer
2k
views
Change Size of Flow Screen
I have created a new List View button(image 1).
This button triggers a flow with Screen (image 2).
The Screen (image 2) fills the entire page. I want the Screen to be smaller and not take up the whole ...
- 95
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votes
1
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37
views
How to Create Testable DE from Existing Filtered DE?
Have some filtered DE's from Synchronized DE's. I need to test these audiences and would like to create filtered/duplicate's for testing as a snapshot in time to test. The issue with these filtered DE'...
0
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2
answers
2k
views
Salesforce Flow Fast Field Update (before triggered) and same record updates assignment vs update element
A coworker had an assignment to rework workflows/process builders to flows. The fast field update flows (before triggered) all have the "Update Triggering Record" for all kind of changes and ...
- 3
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451
views
Last Modified By is getting updated without user logging in
I am recently, seeing an issue in my production org, that cases records are coming from external systems & they were assigning to different users due to assignment rules were configured & ...
0
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0
answers
38
views
Contract End Date Calculation
this question is just something I thought of out of pure curiosity.
I am very curious as to how Salesforce computes the Contract End Date. Taking from their object/field reference documentation, they ...
0
votes
0
answers
17
views
Granular Control on Chatter Posts
I have a use case where we have a group of Profiles that need to have access to edit their Chatter Case comments for 24 hours and then those posts become locked for them and no longer editable. They ...
- 1
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0
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214
views
How to send email alert through Flow to Person Accounts
I'm having issues getting my Flow to work. I've seen to have the RecordId on the email alert to {!$Record.Account.PersonContactId} but that isn't working. I've tried Record.Id and Account.Id as well.
- 11
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votes
2
answers
270
views
SSJS WSProxy code is unable to access SFMC object - AutomationActivityInstance
I am trying to work on SSJS script to fetch the details about the automation activities.
I found an object called AutomationActivityInstance - https://developer.salesforce.com/docs/marketing/...
- 23
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128
views
Data Extract activity is changing the physical order of records
I have the next issue when exporting a CSV file to a SFTP location:
It's about a daily automation, the process consists in three steps, one for data extract, a second one to convert the file to UTF8 ...
0
votes
1
answer
413
views
SSJS code to fetch automation details issue
I am using the below SSJS WSproxy code to extract the automation details like name, status,start time etc. to create a dashboard
<script runat="server">
Platform.Load("Core",...
- 3
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votes
1
answer
479
views
FLOW that forces uppercase on creation and update [closed]
I've been researching on a logic that enforce uppercase on a new record during its creation and update. I know how to do it through Apex, or workflow and even make a validation to require the user to ...
0
votes
1
answer
77
views
Process Builder Decision not going through even the Criteria is fulfilling
I have a Process Builder (We change to Flow soon- but want to have all the automation to the record at one place so that it is easy to move to Flow).
Use Case: When the Expected Revenue Date is moved ...
0
votes
1
answer
334
views
how to use SSJS to extract all distinct values (may require looping) and push it to sql query in marketing cloud?
I am new to SSJS and have not used it yet.
I have a use case where I need to extract JobID and Data Extention Name from SendLog Data Extension.
I use JobID and DE_Name in SQL query but right now I ...
- 169
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votes
1
answer
94
views
Generate a contract number
I am working on a flow to generate a grant contract number when each time a grant contract is created.
For each record type there is a different starting number
Grant Record Type starting Number ...
- 69
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0
answers
61
views
Flow to Mass Update Records Works, but need it to refresh page so values show without manually refreshing
I have a screen flow that mass updates for the status of selected records on a related list. The flow works, but the refresh does not. Any suggestions on why it is not working? RIght now I have the ...
- 1
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85
views
What are the benefits of the internal Platform integration with using Platform Events?
I'm learning about the Event-driven Architecture from Trailhead, this unit to be exact: Understand Event-Driven Software Architecture. As in general I can say that the concept is pretty clear to me (...
0
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1
answer
113
views
Formula within a flow - loads of 2 part IF statements - must be a better way of doing this
I'm new here but the questions and answers here have helped me before so thought I'd try posting.
I'm trying to use a boolean formula that will be referenced in a flow. The idea is to update a ...
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2
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0
answers
161
views
How to manage automation via ampscript API - second part
I would like to close the discussion thread on this related topic Manage automation via ampscript API. If you have additional information to complement it would be great to hear on the answers!
Here ...
- 93
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votes
1
answer
105
views
Process builder not working on update records
I am working on a process builder, which is triggered whenever a grant contract object is created/edited. Here two objects are used: grant contract the child and grant the parent object.
These are the ...
- 13
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votes
1
answer
91
views
Want To Return First Response Timestamp As Null If The Case Origin Is Web
I'm trying to ensure that two of our fields, which are formula based, return as Null if the Case Origin field (object = Case) is "Web". If it's any other origin source, the First Response (...
0
votes
1
answer
27
views
Flow Update issue
I am working on a record triggered flow on the object grant contract.Here grant contract is a child object and the parent is grant.
So my requirement is each time some fields are filled in the grant ...
- 69
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votes
1
answer
48
views
Set two price book prices equal to each other
Our company has two price books. The standard price book, and an intercompany price book. For the time being, we would like the prices on the intercompany price book to equal those on the standard ...
- 101
0
votes
2
answers
602
views
Initial submission action - should be locked - approval process
object permission for the user:
I have the approval process and there is little tweak I need to do but I'm not sure if this is possible using the declarative, here is what I want to do.
When the ...
- 6,834