Questions tagged [automation]

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1answer
23 views

Automatically map field information from external email body, into Salesforce record detail fields [closed]

I'm turning to you guys to see if there are any suggestions on how I can take an email being sent to Saelforce from an external record system, and take field information from the email body, and have ...
1
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1answer
19 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 ...
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1answer
47 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
36 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
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1answer
31 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
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1answer
36 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 ...
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0answers
34 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
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0answers
21 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 ...
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0answers
75 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(),'...
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0answers
59 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 = ...
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1answer
30 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
47 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
43 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
33 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
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2answers
501 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 ...
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1answer
43 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
89 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
21 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
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1answer
62 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
58 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
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1answer
36 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
22 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 ...
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1answer
155 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
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1answer
23 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
43 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 ...
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2answers
151 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 ...
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2answers
40 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
42 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 ...
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2answers
84 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
45 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 ...
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1answer
10 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
15 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 ...
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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 ...
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2answers
294 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
522 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 ...
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1answer
140 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
61 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, ...
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1answer
194 views

SSJS perform data extract

Running this script but getting the error : - {"message":"Error executing perform call.","description":"ExactTarget.OMM.FunctionExecutionException: Error executing ...
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0answers
41 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
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1answer
227 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
250 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
183 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
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1answer
76 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
65 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
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2answers
192 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
87 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
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1answer
345 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, ...
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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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1answer
272 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....

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