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Questions tagged [automation]

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0
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1answer
17 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
41 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
35 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
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0answers
13 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
147 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 ...
-1
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0answers
16 views

Automation ObjectID retrieval problem

We are trying to retrieve ObjectId of automation (favmovies1) to start it using API. We use this request <?xml version="1.0" encoding="utf-8"?> <soapenv:Envelope xmlns:soapenv="http://...
0
votes
1answer
22 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
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2answers
25 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
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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
33 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
67 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
49 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
31 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
27 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
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0answers
12 views

Ampscript code to create a Publish Audience Activity

Is there any way to refresh the audience from Audience Builder by Using AmpScript? I know for a single Audience we can create Publish Audience automation to refresh that particular Audience but for my ...
0
votes
1answer
60 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
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0answers
20 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
33 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
43 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
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0answers
42 views

Quip Automation API - Unable to upload the image to the thread

I'm unable to upload the image using quip automation API , getting this error - System.HttpResponse[Status=Internal Server Error, StatusCode=500] below the code snippet - Document doc = new ...
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
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2answers
24 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
134 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
162 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
26 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
117 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
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0answers
99 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
49 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
36 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
129 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
276 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
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0answers
44 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
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0answers
23 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
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0answers
70 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
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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
44 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
69 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
94 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
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0answers
163 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
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0answers
88 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
30 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
2answers
150 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
176 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. ...
0
votes
1answer
39 views

Alphanumeric 4 Digits Sequential Suffix Code

The project that I'm working now is to add a suffix 4 digits alphanumeric sequential code, to a part number, the suffix is starting with AAA0 and then AAA1, AAA2 and go on, this suffix it will be the ...
0
votes
1answer
96 views

Schedule SFMC Automation via API

If I try to schedule an automation I use Schedule method and works perfectly if I'm working on the parent business unit of an enterprise account. If I try to schedule an Automation that is created on ...
0
votes
2answers
162 views

Remove a Value from Multi-Select Picklist through Automation

I am working with Process Builder and am trying to build a criteria that states: "If the value of one field equals "X" on a record, a value from a multi-select picklist should be removed from the ...
0
votes
1answer
106 views

Deleting records from a DE 3 months after they are added

I want to write an automation which deletes records from a certain DE after the present date is 3 months after their date_added attribute. I know this is possible with DELETE FROM and DATEADD() in SQL,...
0
votes
0answers
13 views

Finding a plug-in/add-on/app for specific type of workforce scheduling / metric management?

Salesforce Enterprise user here (Winter '17) I'm currently (very tediously) manually assigning records and trying to schedule workloads to fit a 40 hour week based on lengths of times per call type. ...