Questions tagged [automation]
The automation tag has no usage guidance.
314
questions
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1answer
20 views
Api Change and automating the change everywhere in the org so I don't have to manually do it [closed]
If I change the api name of a field How do I automate the change everywhere in the org like in Flows and process builder.
0
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1answer
18 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 ...
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2answers
43 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?
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3answers
42 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 ...
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0answers
24 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 ...
2
votes
2answers
221 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
28 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 ...
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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 ...
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2answers
39 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 ...
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0answers
20 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
41 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
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1answer
32 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
27 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 ...
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1answer
18 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
52 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
17 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, ...
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1answer
33 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
57 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
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2answers
31 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 ...
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2answers
41 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 ...
0
votes
2answers
69 views
Checking for a non ascii character in SQL Query activity
I have certain records in my DE, where the first name contains '�'. I wish to extract such records. Obviously a like wouldn't work. Is there a way to do this in SQL Query Activity.
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0answers
36 views
SFMC API add Script Activity and Data Extract Activity to Automation
I am creating an automation via API and understand you cannot create Script activities or Data Extract activities.
I have created the script and data extract separately using the API and have the ...
0
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1answer
9 views
Approval Process: Only Commit Users Selection on Approval
Here is the use case I am having trouble with:
A user needs to transfer a case to another office, office is a picklist. When the Picklist Value is updated, seek approval from a manager. If approved, ...
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0answers
11 views
Automation - file drop - doesn't run after the file is dropped
My automation is not running (file drop/file transfer/import activity).
I have used the new SF MC URL ...ftp.marketingcloudops.com (SFTP) and dropped the file in the import directory.
However, my ...
0
votes
1answer
38 views
Create an automation to update Test accounts Status from “Unsubscribed” to “Active” [closed]
I am sure this is a thing, but we have a group of "test" email accounts that our QA group regularly tests. Of course the unsubscribe is one of those things they test, and often we have to reset the ...
0
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2answers
183 views
PGP Encryption Marketing Cloud File Transfer
I'm attempting to setup a file transfer activity from the Marketing Cloud Safehouse to our FTP Export Folder, encrypted. However, to do this, I have to enable a 'Customer Public Key'. On the activity ...
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3answers
375 views
Automating File Move from Marketing Cloud SFTP Import to Export Folder
Attempting to automate moving a report from Marketing Cloud's Import Folder to the Export folder, or from the Reports folder to the Export folder, and encrypt it. However, I don't show that the file ...
0
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1answer
88 views
Process builder create task
I am trying to build an automated task using process builder when opportunity is on the specific stage. However, I have a problem with field picker. I want to assign this task to opportunity owner / ...
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0answers
52 views
External FTP File Transfer Activity Error in Automation Studio - Can't Change
I'm trying to gather the errored emails in a triggered send. My question is the same as this one: Triggered Send Errors - access subscribers for failed send?
However, when I attempt pull the errors, ...
0
votes
1answer
146 views
SSJS perform data extract
Running this script but getting the error : -
{"message":"Error executing perform call.","description":"ExactTarget.OMM.FunctionExecutionException: Error executing ...
3
votes
0answers
34 views
What Does Automated Process User Not Have Access To?
While working on a SandboxPostCopy script, I came across the following warning on a Salesforce article:
So it sounds like there are certain things that cannot be done with the script, but I haven't ...
0
votes
1answer
199 views
Automating scratch org with sfdx plugins
I have been looking to automate the process of creating a scratch org, pushing source (metadata), assigning the permission sets, resetting the password, open the org and much more.
After doing some R&...
0
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1answer
174 views
Selenium WebDriver and Developer Console
So I'm automating some different things with Selenium WebDriver in one of our orgs.
One of the more tricky ones has been interacting with the Execute Anonymous window inside of the developer console. ...
0
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3answers
139 views
Marketing cloud SQL Query Deduplication
I am trying to deduplicate my entry data extension based on the completeness of field values. For Instance, i have the a data extension with same email address, the record that has maximum field ...
0
votes
1answer
59 views
Outbound Email Message empty Attachment Related List
When sending an email, the person receiving it gets both the body text and the attachment being sent out along with it. So it sends out correctly.
When I go into the activity history related list and ...
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0answers
54 views
How can we track the number of page visits and the link clicks in Cloud Pages?
I am looking for a solution to get the page views count and the link clicks from a Cloud Page.
On the Activity tab of the Cloud Pages, we can see the page visits count.Are these stored in any System ...
1
vote
2answers
145 views
Schedule an Automation through the API without a Recurrence(“Repeat”) Value
Is this possible to do? Each time I schedule an automation through the API it only seems to work if I set a "Recurrence" value, although I only want the automation to run once.
To get around this I'...
1
vote
1answer
67 views
How to Activate a File Drop Triggered Automation through the API
This question has been asked a few times over the years but has yet to receive an answer.
I am trying to figure out how to activate a file drop triggered automation through the API(Changing it from "...
0
votes
1answer
259 views
CPQ Quote Line Item - automatic setting of a custom field?
In an org I have a field SBQQ__QuoteLine__c.CostsType__c, and this gets set by some kind of magic, it seems. The possible picklist values are "Monthly" and "OneTime".
There is no APEX code, nor flow, ...
0
votes
2answers
27 views
Process to update lookup filed in customer portal
I have been stuck on a problem since Monday, where I am trying to auto-populate a parent case field with the case number of the parent record.
Basically anytime a customer create a case in the ...
0
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0answers
21 views
Create Tasks for User on publishing new version of Knowledge Article
Is there any possibility to create Tasks for group of Users(for example all internal ones) when new version of specific Knowledge Article is published?
Currently I have one solution -> Schedule Job ...
0
votes
1answer
209 views
Can I Delete Sharing Record with Flow? Salesforce
I'm currently using flows to provide Read/Write access to records associated with a
related object record using userIDs from two lookup fields.
(similar to this method:
https://salesforce....
0
votes
0answers
38 views
Create Activity and Automation through FuelSDK for Python
I was wondering if anyone has successfully been able to create Activity and Automation objects via Python FuelSDK. I can successfully start Automations but not sure what code to use to create an ...
1
vote
1answer
91 views
Automation doesn't run through SSJS when it is in a Paused state
I was able to run an automation which is in "scheduled" staus using SSJS, but when I pause it manually (status changed to "Paused") and execute the same script, the automation doesn't run. The script ...
0
votes
1answer
45 views
Can't create Data Extension with SSJS
I'm trying to create a proof of concept data extension with one field for each unique value in a specific column of another data extension. I am intending to do this using a SSJS script run as part of ...
0
votes
1answer
17 views
Can we use encryption for journey builder, automation and HTML contents in Marketing cloud
I just want to encrypt my automation and codes in SFMC is this possible and how it cane be done. I know we can encrypt the data but I am looking for encryption of automation, journey and content.
1
vote
1answer
71 views
Generated PDF from Visualforce page cannot be read by Robotic Process Automation
I have a request, the client what to creat Robotic Process Automation that can read and treat a pdf generated from a visualforce. To do that, all the fields should be readable as it is appearing in ...
0
votes
1answer
28 views
Automated email sending
I have a landing page in salesforce which has its own form and using ampscript i am storing data in dataextension .Now the data that is being send contains two email address and i want to send an ...
0
votes
1answer
100 views
Create aura:attribute with a dynamic type
I am attempting to put a custom lightning component into a flow, and I need a record collection variable. The problem is that I don't know what object the record collection variable is, and flows don'...
0
votes
1answer
277 views
SFMC - Migrating Automations and Journeys from one Business Unit to other Business Unit
I have a use case where I have to migrate all the automations and journeys from one business unit to other business unit. Is there any way that I could avoid doing it manually and save time ?
