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Questions tagged [automation]

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0
votes
1answer
36 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 ...
0
votes
0answers
14 views

Process Builder: Creating a new contact from event registration information [closed]

Is there a way to create a new contact (or link) from registration fields (first name, last name, email) using process builder. On the registration object (custom), people are able to buy multiple ...
3
votes
2answers
148 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
34 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
14 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
20 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
62 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
24 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
33 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
56 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
36 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
22 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
442 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
35 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
30 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
28 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 ...
-1
votes
2answers
35 views

How to give custom object delete permission to all users in org?

The user can belong to any profile or role. In future, any new user created with a new profile or with a new role, he/she will get delete permission automatically. Please suggest a solution without ...
1
vote
2answers
136 views

SQL Query for a MarketingCloud campaign opens?

I'm trying to create an automation that looks back at a specific campaign and sets a flag on their profile if the user opened the email. This campaign would run every day and then talk back to ...
0
votes
1answer
76 views

Journey Builder: “Process all records” vs “New Records”

We have been using Journey Builder for about 3 years, and some of our existing Journeys are set up to use "Process All Records". However, I remember there used to be an option to "process new records" ...
1
vote
1answer
48 views

How to get an encrypted file into a data extension?

We are working on moving a .pgp encrypted file to a Data Extension. It's landing in a folder in the sFTP site, and I'm able to decrypt it, but I'm unable to get it into a Data Extension. Salesforce ...
0
votes
1answer
38 views

Does a data extension entry event work with decision split?

So my question is much more complicated than the title says. Case: We want to build a journey which will populate everyone who meet the entry trigger already and for new records entering the journey. ...
0
votes
1answer
87 views

Using Flow to add lead to a campaign

We have leads coming in from various sources. Depending on the source of the lead, the lead should be attached to a specific campaign. How would we leverage process builder and flow to automate this ...
0
votes
1answer
12 views

I would like the Contact on Case to be set to the Created by ID. Cannot be done with WFR or PB. Any ideas?

The Contact on the Case Object is a lookup(user) I don't want my internal users to have to find their name when creating an internal case, how can I make it so that the CreatedById auto populates the ...
2
votes
0answers
22 views

Exit customer from welcome Journey - After click/subscribe

I am trying to launch a welcome series with the intent to get the subscriber to fill out their profile. I am using Journey builder to do it. I want to exit the Jounrey when the subscriber visits the ...
0
votes
1answer
44 views

Unique Records in Process Builder

I'm working in process builder and am running into an issue. My criteria is only on create, not on create & edit: Choose the Contact Object Criteria is met (Field A = true, Field B = today) ...
0
votes
1answer
51 views

Using query to populate target data extension for resending automated mail

Every week we send out a mail on tuesdays. This mail is named so it always contains this: "TOBERESENT". Every saturday an automation sends out a mail that is an altered version of the tuesday mail. ...
0
votes
1answer
15 views

Partial Email Automation 0r Manual Intervention in an automated process

I've been thrown a bit of a curve by my sales team - they want an email to be automatically sent from an Opportunity that meets specific criteria , not a problem normally I can use workflow/email ...
0
votes
2answers
25 views

Can I stop a process if the field update values are the same or similar?

I have a process builder that creates a case when an Account name has been changed. My company builds software for hospitals, which fairly frequently change ownership and names. The case is to alert ...
0
votes
1answer
160 views

Code snippet creation in Automation Studio script

I want to create a code snippet from an automation studio script activity. Implementation works perfect in a landing page. But during the automation execution I got an error: {"Status":"Error","...
0
votes
1answer
220 views

Query issue - Automation failed due to system error

I have a sql-query where i do not know my mistake therefore it would be nice if you could help. SELECT SUM(b.HardBounceCount) AS HardBounceCount, SUM(b.SoftBounceCount) AS SoftBounceCount, SUM(b....
1
vote
0answers
30 views

Pushing a git repository to a Sandbox via a PostCopy script

I am currently trying to automate the whole process for working with Sandboxes in my company. As of now, we have a CLI tool which both refreshes the sandboxes and executes an Apex anonymous script to ...
0
votes
1answer
178 views

Automating CSV Uploads into Einstein Analytics with Wave DatasetUtils

According to this Trailblazer Community Post, the Wave DatasetUtils tool can be used to automate csv uploads into Einstein Analytics (the user lists this option alongside automating via Apex). ...
0
votes
0answers
106 views

Auto Populating lookup field

I have a lookup field to the Contacts object on Opportunities object which is to define the Primary Point of Contact (dont want to use Contact Roles). There is another lookup field on that Contact ...
0
votes
1answer
76 views

Save E-Mail like it was at Send-Time

Because of GDPR and CRM aspects we would like to store emails like they were at send time. Problem / tried solution: Unfortunately the current implementation of dynamic content blocks is not able ...
0
votes
0answers
46 views

Salesforce Marketing cloud date-based event does't trigger and provide entry data

I create a journey with date-based event as entry source, which is based on Sales Date . And There is data in the related data extension which meet the trigger-criteria . But it does't trigger and no ...
1
vote
2answers
176 views

How do I cancel an automation from a script being run by the automation?

I have a scenario where we want to send the same email from multiple business units every day. The email should get updated daily, but I wanted to have a check in the automations in each business ...
1
vote
2answers
363 views

How do you populate contact roles based on a custom lookup field in Opportunities for the Primary Contact?

Our current sales process has a lead converted to an opportunity. There is a custom lookup field on the Opportunity to identify the primary point of contact. Once that lookup field is populated, we ...
0
votes
0answers
54 views

REST API importsend SMS — HTTP/1.1 400 Bad Request

I'm working on using REST API to send out SMS. The API command is from here : Host: https://www.exacttargetapis.com POST /sms/v1/automation/importSend Content-Type: application/json Authorization: ...
0
votes
0answers
25 views

Data Import not importing full amount - only existing susbcribers

We get files placed on our FTP to use as data extensions for email campaigns. I have a custom automation with 4 steps (using a combination of query activities, ampscript and SSJS): Import File to ...
0
votes
0answers
93 views

Find state from Area Code

Our leads come in with just a phone number. I am looking to populate a custom field for the Lead State based off of that area code. I have already added a custom formula field to populate the time ...
2
votes
1answer
24 views

Restrict tab access via search

We have a group of users who are in a separate profile that we have hidden tabs from and setup basic security. However, we have found that some of them are "inquisitive" enough to use search to get ...
0
votes
0answers
6 views

Ensure same account manager has same accounts over multiple campaigns?

We have 6 account managers who reach out to customers who have registered with us. We contact them at 7 days, 45 days and 90 days (three separate campaigns) Currently, I have to run a report in ...
0
votes
2answers
48 views

How to get the alert on screen for “Submit for approval” when the criteria are met

I have created an approval process on Quote object, the criteria is whenever a backdated policy will get created it should go through the approval process. The process working fine, when the user ...
3
votes
0answers
105 views

Has anyone been able to schedule an automation through SSJS yet?

I was wondering if anyone has been able to schedule an automation with SSJS yet? I tried, and given an existing automation "automation", already created in SSJS, I have the script below: if(...
2
votes
0answers
125 views

How to automate Journey for new subs - Data Extension Entry Source (Check once per day)

In journey builder, I'm trying to best understand the Data Extension "entry source" as a way to automate a Welcome Journey for new subscribers. I've created a DE where new subscribers will manually ...
0
votes
0answers
212 views

Can we delete file from SFTP Import folder after import activity?

Can we delete file from SFTP Import folder after import activity? I have an automation that picks up the file based on name. The file is uploaded frequently on SFTP import folder and I have noticed ...
0
votes
0answers
111 views

Can automation studio be scheduled for multiple activities to run every hour?

Can automation studio be scheduled for multiple activities to run every hour? We have a number of campaigns that needs to send emails immediately and I can do it by automation but my concern is that ...
0
votes
0answers
31 views

Append Subscriber Attributes in DE

Does anyone have expereince appending existing subscriber attributes to subscribers in a data extension? I've established an automation that querys subscribers in a publication list and inserts them ...
1
vote
3answers
255 views

SFMC Find and Replace via SQL query

I have a data extension where values are imported via an Import Activity. One of those values is a URL ending in .biz. I'm trying to write a query that finds all instances of .biz with .com but ...
0
votes
1answer
236 views

Auto convert leads Professional Edition Salesforce

I am working on auto converting leads in the Professional Edition. Since I cannot use Apex in the professional edition, I can't use apex triggers nor the visual work-flow with the process builder. ...