Questions tagged [automation]
The automation tag has no usage guidance.
336
questions
0
votes
0answers
28 views
How to automatically trigger an approval process to approve the contact when a new contact for an account gets created? [closed]
I have added custom field Total Contacts of type Number on Account object with default value 0.
added a custom field Active of type Boolean on Contact object with default value false
Guys can anyone ...
0
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0answers
14 views
Is there any method in Salesforce (or 3rd party apps) to auto-check if User Roles are used in any automations or code?
Is there any method in Salesforce to check for automation or code dependencies on User Roles? Or perhaps there's a 3rd party app that can do this?
I want to migrate updates to the role hierarchy ...
0
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0answers
11 views
Updating records from external email [closed]
I am trying to understand if it is possible to have emails (from approved users) be used to update a specific field on a record.
I understand that external emails can create new tasks to be assigned ...
0
votes
0answers
31 views
Select statement inside case statement to add rows to DE based on count
I am building an automated productselection. I want to add rows to a DE based on record count. So far Ive come up with underneath solution, but the syntax is not right: An error occurred while ...
0
votes
1answer
32 views
Automate Lead Conversion in Salesforce
In salesforce, lead is converted into Account, Contact, and Opportunity. Opportunity is optional to create upon conversion.
The convert button on Lead does the conversion. Is it possible to convert ...
0
votes
2answers
32 views
Divide a Data Extension into 5 segments [duplicate]
I would like to take my data extension, divide it into 5 segments, each segment will have 6000 data, how to do that with SQL? Thank you
0
votes
1answer
19 views
How to prevent redirecting to another page while assigning a flow to custom button
I had created a flow for automating my things. I created a custom button and assigned a flow to it. When I try to press the button it takes me to another page. Can someone tell how can i prevent it ...
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0answers
16 views
Flow to create a new content note when custom opp field is populated & update same custom field when new content note is created
I have a client who has an active flow (not my dev) that is expected to perform two actions:
Create new ContentNote when Opportunity.Last_Note__c is changed
Update Opportunity.Last_Note__c with ...
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0answers
16 views
More users logged than emails sent
Recently I created a Journey powered by an automation. One of the automation steps logs every SubscriberKey that enters the Journey onto a logging data extension.
After reviewing performance I noted ...
0
votes
0answers
11 views
Batch sequencing of data load tasks
Is there a way (easy?) to sequence the upsert of data across multiple objects using DataLoader or some other data load tool? As an illustration: I have to update the country field value for the ...
0
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0answers
41 views
What is the best way to do Automation?
I'm running into issues with Cypressio and Selenium, and I'm pretty new to automation testing within Salesforce. What is the best thing to do? How to do it? & what are the tools that you recommend ...
0
votes
1answer
14 views
How to add more fields in flow without errors?
I used this link(https://trailhead.salesforce.com/content/learn/projects/build-a-simple-flow/create-or-update-a-contact) to create or update contacts. I finished everything and it does create contacts....
0
votes
1answer
23 views
Launch JavaScript script from auto Process
The requirement is to build PDF in an automate process on records.
My solution is to build kind of API on Heroku that will render PDF using a external Framework.
I am wondering if there is any way I ...
0
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0answers
20 views
Automate Mail Merge Process
Is there a way to set a trigger to generate a mail merge once a field has been checked? I want to generate a donor thank you letter (mail merge document already created and successfully tested) ...
0
votes
0answers
30 views
SFMC Automation using API - I am not aiming to start the automation which contains a query activity and journey entry event
I am setting up an automation which needs to start when an API call is made.
This automation will have to run a query that populates a DE.
This DE is then used in a journey
Background:
We are ...
0
votes
1answer
54 views
Using a formula field checkbox in a decision component of a Lightning Flow
I have a lightning flow where a an outcome in a decision component is defined on a custom formula field checkbox set to true. But the flow still moves on the default outcome even when the field is set ...
0
votes
0answers
28 views
PB formula to compare an ID field to a text field?
I have a Relationship Process Builder that populates a Contact text field based on Status=Current and clears the field if someone changes the Status=Former. So far so good. Now how to get the ...
0
votes
1answer
44 views
How to created automated Journey for Google Analytics 360 contacts?
I have integrated Google Analytics 360 with my marketing cloud account. I see it as a Synchronized Data Source in Contact Builder and I can pull it into my Journey in Journey Builder. But, I want this ...
0
votes
1answer
53 views
Retrieve status of automations of all child BUs from enterprise BU
Below is the code which I tried, but when the automation is erroring out the status is populating as paused, scheduled, stopped. The error status is not population.
Code:
<style>
body, a, ...
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0answers
26 views
Issue with a script running to lookuprows and loop through the lookup until all rows with the same ContactId have been combined into one row
I am running the following script to lookuprows in a data extension and combine multiple rows with the same contactID into one row - but at the same time taking one column (PH_Name) from the separate ...
0
votes
1answer
71 views
Automation of Power Query data extract (bypass login or store password) [closed]
I have a report built in Excel that links into other data sets that I can't upload to Salesforce, so I need to join the data with other sources using power query.
Unfortunately I'm unable to automate ...
0
votes
1answer
45 views
Violation of Primary Key while using DISTINCT
Im trying to update a Data Extension with data from another Data Extension, very simple, you'd think.
The target Data Extension has SubscriberKey as Primary Key and the source Data Extension doesn't ...
1
vote
1answer
294 views
Automated Process User - Create Event - Insufficient Acess
I'm trying to create an Event via automation, but I keep getting the following error: "INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY." Our process is below
A scheduled flow triggers a ...
0
votes
1answer
79 views
Import Activity not Updating all Subscriber List
I have an import activity which fetches the file from MArketing cloud FTP and updates the All Subscriber List(also tried to update/add/overwrite All Subscribers List and a test Data Extention as well)....
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0answers
52 views
Using SSJS to delete rows from DE's with more than 25 million rows
I have scrolled through these pages but can't seem to find a solution. Here's hoping someone can help me out :)
I am using the below SSJS in an Automation to remove rows with IsDeleted = 'True' from a ...
1
vote
1answer
40 views
Journey: Send Email to Sales Team using Filtered Data Extension
I have a form submission Data Extension in Marketing Cloud that creates a Filtered Data Extension to pull in a list of leads that need to alert my sales team. The filtered data extension pulls in a ...
2
votes
1answer
208 views
How do you invoke an external service in a flow triggered by a new Contact Creation?
I am using Salesforce Lightning mode and looking to use the configure not code approach.
I have an external service defined.
The scenario I am trying to implment is as follows:
User Creates Contact ...
0
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0answers
116 views
Document CheckList and Einstein Form Reader Permission Sets not available on Winter'21 Preview Instance
I am trying out the 'Intelligent Document Automation' feature that has come in Preview Instances of Winter'21 Release. For using this feature, there are certain Permission Sets, Settings that need to ...
2
votes
0answers
35 views
Issue deploying flow templates as Inactive in Package when there is a Subflow
I have a Managed Package with two Flow Templates. FTParent is a parent flow template, and the other (we will call it FTsub) is also a flow template. Initially, they were both packaged as Active, and ...
1
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0answers
747 views
TypeError: Cannot read property 'click' of undefined in puppeteer
I have checked manually the x path of this particular link but still it gives me the error.
here is the portion of my code i am getting error in.
element = await page2.$x(`//a[contains(text(),'...
0
votes
0answers
585 views
Unable to find a particular selector although it is present in dom using puppeteer for automation
I am having a problem in finding a selector in "//for clicking certain items".
I have tried document.querySelector() in console and it still is not finding the selector.
const puppeteer = ...
0
votes
1answer
41 views
enable Forecasts and other settings via CLI
In order to prepare new scratch org I need to enable a few settings. Those settings are: enable Forecsts, enable Scheduling, enable Field Service, and few more... This is doable by clicking in ...
0
votes
2answers
79 views
Marketing Cloud FTP --> Automatic Delete Functionality
Is there a way to setup a rule so that your Marketing Cloud FTP will delete a file older than a certain date?
0
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3answers
47 views
How to A/B split a table as part of a query [closed]
Hey guys have a simple use case;
I want to take a table and assign 80% of the records a variable of 'A' and the remaining 20% of records a variable of 'B'
I know I could easily accomplish this in 2 ...
0
votes
0answers
69 views
Creating a Default Value for a Primary Key Cell in Marketing Cloud
Is there a way to create a data extension that has a primary key with a blank value, and when a new row is added, to autopopulate that primary key field with a unique number in a sequence? E.g. Rows ...
3
votes
2answers
1k views
Process builder not working properly when updating multiple records at the same time
I have a process builder that executes just fine when there's a single record update. But not updating all records when there are multiple updates at the same time.
PB calls a flow, flow makes the ...
0
votes
1answer
93 views
Automated Report from Salesforce to Journey Builder
I am needing to automate a report in Salesforce to go to Journey Builder as a data extension but can't find a good way to do so. I need Journey Builder to receive the updated report daily and then ...
0
votes
0answers
9 views
How to update a field automatically on a looup field change before pressing save button?
I have a custom object 'Shop' which has a relation to another object named 'Shop Location'. Now what I want whenever user creates or updates a record for Shop object if the user changes the lookup ...
0
votes
2answers
189 views
Running Automations in 15minute intervals
I'm aware of the 2 methods of running the automation so that you can run it more frequently (less than 1 hour)
Adding wait periods between SQL activities within 1 automation
Cloning the automation ...
0
votes
0answers
24 views
How to adjust this PB so a picklist field updates every year on the same date?
We have a Current Grade field on our student Contact record. We would like it to update the Current Grade picklist value every year on July 1. I'm still new to Process Builder and formulas, and am not ...
1
vote
1answer
340 views
How do we set up Flow to automatically email a subset of contacts when an Opportunity changes stages?
We are trying to do something that seems pretty simple - when an opportunity changes stages we want to automatically send an email to a subset of related contacts. That subset is any related contact ...
0
votes
1answer
269 views
Deleted/updated contacts are re-added/re-updated with original value in Marketing Cloud
I encounter an issue with Marketing Cloud when I delete/update contacts, the contacts are always uploaded back to Marketing Cloud (or the original value updated back).
Currently our contacts are ...
1
vote
1answer
59 views
It is possible to automatically Create Chatter Polls
I am trying to figure out how I can automate the creation of a Chatter Poll on a Group Feed.
We would like the Poll to post when a custom Request Record is in a certain stage. I managed to use Flow ...
0
votes
1answer
34 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 ...
0
votes
1answer
520 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 ...
0
votes
1answer
44 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, ...
0
votes
1answer
80 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 ...
0
votes
2answers
717 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 ...
0
votes
2answers
63 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 ...
0
votes
2answers
44 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 ...
