Questions tagged [automation]
Tag for grouping queries related to any kind of automations.
467
questions
0
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answers
22
views
FLOW_ELEMENT_ERROR|Operation not valid for this user type when creating Oppt related to contact via PlatformEvent Triggered Flow
I have a flow that triggers by a trigger that publishes a platform event, in the flow I do some fields updates, and I create a task and an opportunity related to the targetId passed from event to flow....
- 11
0
votes
0
answers
40
views
Record triggered flow not invoking when Event record is created via Lightning sync
Issue:
In our org events are created via lighting sync when outlook meeting is scheduled for user who is part of sync configuration.
When a lead has events associated with it and that event owner is ...
0
votes
0
answers
23
views
Faster Duplicate Merging [closed]
Merging a duplicate account in Salesforce can be a pain when there are a lot of contact associations. Does anyone have a method for making this faster? For example, bulk removing contact associations ...
0
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0
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38
views
How do see whether Journey Builder is taking too long?
We are using SFMC due to requiring a HIPAA compliant CRM, but are otherwise much smaller (for now...) than a typical SFMC user. We need to send at most hundreds of emails a day.
We are currently ...
- 121
0
votes
1
answer
45
views
Import lots of files from ftp to update datas extensions
I need to import 81 one different files daily, from a sftp, at a especific time, and overwrite the respectives data extensions. How do I do that without building 81 automations? How do I use ssjs to ...
-1
votes
1
answer
48
views
Automation for birthday adding contacts the day after instead the exact day
we're experiencing some issues with a birthday automation query.
Our query runs everyday and should filter contacts from 2 DE (contacts that are celebrating their birthday on that day) and put it in a ...
- 1
0
votes
0
answers
45
views
Why a formula field doesn't appear in email alert
I have a task which I should send email to an opportunity owner , and some fields must be filled as shown in the screenshort(this screenshot is an extarct from the email sent to the opportunity owner)
...
1
vote
1
answer
59
views
I want to create a Frequency Capping process on Number of Emails/ SMS/ Push messages sent to a customer in the last 1 or last 7 days
The basic process we are planning to use for achieveing this is:
Create a DE that has SubscriberKey and 6 columns "EmailsCount_7days" "EmailsCount_1day" "SMSCount_7days" ...
- 29
2
votes
1
answer
87
views
How to delete emojis using SQL in Marketing Cloud
I have a Data Extension named "Jobs", where I keep records from dataview Job. My team started to use emojis in subject lines of the e-mails, so also in my table "Jobs", I have ...
- 161
-2
votes
1
answer
36
views
Can we add Condition in formula field, so that system can check the first condition and if false it will go the next condition?
I need to create a custom formula field in Salesforce that performs the following calculation for project duration:
If the project's end date (a custom date field) is after December 31, 2028, the ...
1
vote
0
answers
23
views
Can an Approval Process be created solely via Flow Builder bypassing the Approval Process all together?
Can an Approval Process be created solely via Flow Builder bypassing the Approval Process all together?? I have a requirement of sending an approval to specific people and having them interact with a ...
0
votes
1
answer
33
views
Remove/Replace wrong character from SF fields
I wolud like to find and remove some imported special characters. For example I get some leads via api which have a German Umlaut like ö but in SF it looks like ü. This wrong characters can be found ...
- 45
0
votes
0
answers
72
views
How to import Salesforce report to SharePoint or OneDrive using Flows or Trigger
Was wondering if anyone could advise on the best methodology to import Salesforce reports into SharePoint or OneDrive using Flows or Trigger, so that multiple people can collaborate on the same report....
- 147
-1
votes
1
answer
49
views
Is there any way of automating a Journey to pause?
I would like to know if there is any possibility to automate a Journey to pause without manual interaction in Journey Builder. Has anyone done something similar?
- 1
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votes
1
answer
37
views
Link Person Account to an Object (PRODUCT)
As a sports agent I have both BTB clients (Sports Club which are Club ACCOUNT) and BTC clients (Athletes who are person account Athlete Account).
My Athlete accounts are also products as I m offering ...
0
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0
answers
67
views
Messaging Notification Flow action locks MessagingUser record?
We have a scheduled flow that has a Messaging Notification core action followed by an update to the Messaging Session and an update to the Messaging User.
The notification is received but while ...
- 13
-1
votes
2
answers
90
views
Creating a "File Transfer"-activity - Keeps loading?
I am trying to create an automation in SFMC and am currently stuck trying to make a new "File Transfer"-activity. All other activities are working fine.
I have tried using different ...
- 1
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answers
38
views
Journey builder entry based on changing Campaign Member status?
Trying to figure out how best to automate emails for an event series. There are 2 time zones for the event series.
The plan was 2 separate journeys...
Send invite to campaign members (Status is ...
- 1
0
votes
1
answer
53
views
Updating an Email Send Definition with SSJS to update data extension AND publication list
As part of an automated email we have, I made an SSJS script block to update an Email Send Definition (User-Initiated) to target a new data extension. However when we do this, it resets the ...
- 866
-1
votes
1
answer
80
views
Using a Salesforce Data Extension as an entry source in Journey Builder
I have a Salesforce Data Extension in Marketing Cloud that is filtering through people with a specific name.
When I add someone with that name to my list they get picked up by that data extension.
How ...
- 1
0
votes
1
answer
75
views
Can we Run An Automation for 24 Hours by adding repetitive activities to ensure we are processing data we captured in Data Extension
We need to continuously process data(need to make an API call using SSJS script activity to external system which is time sensitive) which we are capturing in Marketing Cloud Data Extension via SFMC ...
- 39
0
votes
1
answer
58
views
How to get 2nd Saturday of Last Month in Where Clause
I am trying to setup an automation which will run daily and get the data from Capture DE which have a field name 'LastCapture' date type. The data is loaded on 2nd Saturday of each month.
I am trying ...
- 549
0
votes
0
answers
40
views
Automation Studio next run set less hour than starting time
I scehduled Automation that activte today 3pm
And when I complete this set and check it,
in automation, the next run is today 2pm.
Is it right? I want to fix it.
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answers
44
views
How to order apps in App Launcher via metadata deployment (need to move our app on top for every new orgs setup in CI)
We would like to move our application on top in App Launcher, so that users do not have trouble finding it. The ultimate goal is to have this automated in our CI/CD pipelines, so that each new orgs ...
- 2,990
0
votes
1
answer
85
views
How to activate another standard Theme in "Setup -> Themes and Branding" but via metadata deployment or some api call
The general goal is to have different theme being set up for sandboxes vs prod org, so that users will not create test data accidently in prod org.
To achieve this, we are trying to script/automate ...
- 2,990
0
votes
1
answer
55
views
Re-Subscribe contacts who have unsubscribed on contact creation as a result of Journey using salesforce data entry
I have a journey with a SF data as entry source, this journey captures new contacts created in SF using SFMC connector. On Salesforce, when a contact is created, the initial state of emailoptout is ...
0
votes
1
answer
60
views
Case update flow through external email works only on debug
I have a flow that is supposed to do the following: Whenever a new email is received for an existing case, the owner of the case should change. The original case is assigned to a queue the first time (...
- 45
0
votes
0
answers
62
views
Struggling with Using A Flow to Replace a DLRS. Why is the flow timing out?
I am trying to write a flow to replace a DLRS because the DLRS is consistently reaching its query row limit when it runs. I want a field on one object (product) that sums a qty field from another ...
- 1
0
votes
0
answers
265
views
Having issues with the flows whenever they run in Asynchronous mode
While working on establishing a record trigger flow, my objective was to synchronize and manage specific fields related to Skills and Certifications between the PSA system and the Skill object in the ...
0
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0
answers
16
views
Case ownership changes unintentionally with new email
I have a flow that does the following: as soon as a new email arrives in the system (email to case enabled), the affected case is set to Open so that the service agent sees that something new is there....
- 45
0
votes
1
answer
80
views
Auto update cases after time x
I asked this before, but this time with a different approach (same goal though)
After 5 days a case (with a specific record type to avoid the dml limit and also only getting the preferred cases) ...
- 45
0
votes
0
answers
38
views
customized report marketing cloud
I'm new to the marketing cloud and I want to create a custom report using data views within an activity in the automation studio. My objective is to automate the process because currently the data ...
-1
votes
1
answer
31
views
Is there a option to query data from the table that displays/stores list of query activities
Is there a option to query data from the table that displays/stores list of query activities ?
Kindly refer the image below. We want to query data from the table that usualy displays all the details ...
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0
answers
29
views
Dedupe a collection variable in salesforce flow [duplicate]
I have a flow that ultimately stores a collection variable I am calling var_Opportunities. Due to the nature of how I am getting records, there are sometimes duplicate opportunity IDs in this ...
0
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0
answers
67
views
Autoupdate case scheduled flow after 5 days
I have a schedule triggered flow that should look at the last modified date of the case and if it is less or equal 5 days ago set the case back to open.
At first it worked great and debug without ...
- 45
-1
votes
2
answers
110
views
Automate seedlist in SFMC
I have a question. We have been having issues making sure our entire DCOM team receives an email after each deployment (our seedlist) Is there a way that I can automate seedlists so i don’t have to ...
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0
answers
43
views
Does early adoption of adding "Aura local ID's" to element attributes make for more Automation friendly, Lightning components?
My company is migrating to Salesforce and the automation team wants the ability to use Java Selenium baked in. Will the system-wide inclusion of Aura Local IDs (as related to Component ID's Link) ...
0
votes
0
answers
85
views
Issue with Populating Verified Latitude and Longitude Fields in Salesforce Maps Geocoding Batch
I am currently facing an issue related to geocoding records using Salesforce Maps. Although the batch process successfully fills the standard Latitude and Longitude fields, I am experiencing ...
0
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0
answers
39
views
Flow to reassign case if owner isn´t user not working
I have an easy task which I can´t get my head around. I have a flow which updates a case created from an email (Email-to-case). The owner (reassigned to a product queue from the Inbox) and a specific ...
- 45
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votes
0
answers
19
views
Is it possible to capture all 'Not Sent' reasons from email sends on an hourly basis using REST API?
I would like to find an automated solution that runs on an hourly basis that captures all responses from email sends from the account, including all not sent records, this will need to be captured ...
0
votes
1
answer
172
views
Is it possible to run an automation only when a data extension is re-populated with data? Not knowing when data is coming
Background: Currently, we have an automation job where audience is pushed to FTP and automation trigger is based on file drop. When file is pushed with a set naming convention on FTP, automation ...
- 317
0
votes
1
answer
65
views
Unable to update a second column value in data extension using wsproxy
I want to pull a data extension DE1 where it has two columns I used wsproxy to copy these column values to another data extension where one of the two column is encrypted and another column needs to ...
- 1
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1
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68
views
How to get records from sendable audience who did not make it to _SENT log without hardcoding the jobid
I have a DE extension where I have saved 1 record by querying:
DE NAME: DataView_Job_DE
Select top 1
JobID
,EmailName
,CreatedDate
,JobType
,JobStatus
,Row_Number() OVER (Partition by jobid ORDER BY ...
- 317
0
votes
1
answer
129
views
How to selecting value from another data extension in select statement in SFMC
I have a DE extension where I have saved 1 record by querying:
Select top 1
JobID,
EmailName,
CreatedDate,
JobType,
JobStatus
from _job
Output is saved in data extension: DataView_Job_DE
Now, I am ...
- 317
-2
votes
1
answer
64
views
My automation is successful even if there is no file placed in FTP
How can my automation be successful even when there is no file placed in SFTP? I have created a support ticket to confirm if there is blank file processing feature enabled, Support replied that this ...
0
votes
1
answer
61
views
Specific Domain SQL Query result incorrect
I am trying to pull list of emails for a particular domain (which is aproblematic domain) and somehow my results does not make a sense--meaning that I'm getting way less than expected. To further ...
- 23
0
votes
1
answer
212
views
How to create a priority logic for email in SFMC based on data
Current Use-case:
We have a data extension with the following fields:
CustomerID
Customer_EmailAddress
Customer_Category
1
[email protected]
Category_101
1
[email protected]
Category_202
2
[email protected]
...
- 317
0
votes
1
answer
23
views
Flow to track qualified contacts on the account page
We have a checkbox field (Qualified__c) on contacts that is checked if the contact is qualified. I want to create a flow to track the number of qualified contacts per account in a field called ...
0
votes
0
answers
93
views
Problem with automation and Sql Query
I have a problem with an automation:
the query inside has no error and runs correctly, but no record is extracted. If I try to run it externally (via run once and query studio) the records are ...
0
votes
1
answer
48
views
Automation to create separate data extensions of bounced contacts for each of our Business Units (Marketing Cloud)
I want to run a _Bounce data view in our Enterprise BU (Marketing Cloud), and then filter the data by Business Unit for each of our 120 Business Units. Is there a way to automate it to create one ...
