Questions tagged [automation]

Tag for grouping queries related to any kind of automations.

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Process builder not working on update records

I am working on a process builder, which is triggered whenever a grant contract object is created/edited. Here two objects are used: grant contract the child and grant the parent object. These are the ...
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Want To Return First Response Timestamp As Null If The Case Origin Is Web

I'm trying to ensure that two of our fields, which are formula based, return as Null if the Case Origin field (object = Case) is "Web". If it's any other origin source, the First Response (...
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Flow Update issue

I am working on a record triggered flow on the object grant contract.Here grant contract is a child object and the parent is grant. So my requirement is each time some fields are filled in the grant ...
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Set two price book prices equal to each other

Our company has two price books. The standard price book, and an intercompany price book. For the time being, we would like the prices on the intercompany price book to equal those on the standard ...
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Is it possible to have SFDC send a message to a webhook when a field is added/removed from a list of objects?

I'd like to kick off some downstream 'stuff' whenever a field is added or removed from an object (for example, if someone adds a new field to the Lead object). I have a webhook I'd like to trigger on ...
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Initial submission action - should be locked - approval process

object permission for the user: I have the approval process and there is little tweak I need to do but I'm not sure if this is possible using the declarative, here is what I want to do. When the ...
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Trailhead Badge Verification

I need to automate the human resources verification process where there is a list of trailhead profiles where some specific badges must be finished. Is it possible to do it? (to check if a certain ...
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Autoclicking a Visualforce page button every night

There's a VF page from an accounting package that was installed, which contains a "Start Process" button that triggers a process when clicked. This process makes use of an Apex Controller ...
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Issue in process builder

I am working on a process builder on the object Grant which works while it is created/edited.The criteria to be met are (Stage=A AND Substage=B) OR (Stage=C AND Substage=null).If these conditions are ...
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35 views

Omnichannel Flow - Routing to Agent Error

I've created an omnichannel flow (Chats routed to agent and queues). The scenario was getting the end user number from the Messaging session and checking for cases associated to that end user number. ...
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Workflow Rule Update to Weed Out Specific Users

We have a workflow rule in place to send an email alert to our Sales Leadership team when an Opportunity of certain record type is Closed Won. I need to modify this workflow rule to not send the alert ...
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Is there any way to trigger a screen flow by changing a picklist value

I am working on a screen flow(in the grant object) and my requirement is the screen to popup when I change a picklist value to a particular new value in the grant object.I cannot place any buttons for ...
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Check if a checkbox is ticked in a Screen flow

Hi all I am using a screen flow and here if all the checkboxes I have added in a screen is checked then a field update should happen in an object. Here I have added all the checkboxes in the screen. ...
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Is it possible to bookmark the URL path of an Automation's folder location of an Automation created using details from FuelAPI Response in Network Tab

I have wondered why for many years in Salesforce Marketing Cloud that when you either or "Create/Edit/Schedule" an Automation in a subfolder for some reason the only current option available ...
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17 views

Automate changing a lead's Lead Status based on its Pardot Engagement

I have a requirement where we would like to automatically change the lead status of a lead from "Unqualified" to "Nurture" (These are custom lead statuses) if the lead happens to ...
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Combining total quantity of same product in CPQ Order

Currently we are using Quote Line Groups and adding Quote Lines while creating quotes. So many times we have to add same product multiple times in different Quote Line Groups within the same Quote. ...
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Pardot / SF - Email Preference Center

We have a process for data privacy that allows a form to use for consent or non consent. One of the asks by my clients legal department was to include a link to the Email Preference Center and ...
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62 views

SQL Error - "Field name cannot be blank"

We are trying to run the following query: SELECT a.nihrm__BookingContact__c as "BOOKING_CONTACT", a.Name as "ACCOUNT_NAME", b.Email as "EMAIL", b.FirstName as "...
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Error while using an email action

2.1. Create OpportunityContactRole - We can't save this record because the “Update GrantReconts, when GrantContact role is added” process failed. Give your Salesforce admin these details. This error ...
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Email not received from email alerts

Hi all I am trying to receive an email each time I create a new grant with a particular record type a particular organization name linked etc. Few conditions. So I have created an email template ...
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26 views

Unable to automate action plans using Salesforce flow

I am trying to automate action plans when an opportunity is created or updated with a specific stage value. The record types are defined, action plan templates are created and published, on debugging ...
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1 answer
57 views

Import a zip file containing multiple files in a data extension in Marketing Cloud

I set up a File Transfer Activity in the automation in order to unzip a file, containing 5 files named for example file_01, where 01 increases until 05. The Activity correctly unzips the file into 5 ...
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How to create journey exit timestamp in SQL Query [duplicate]

I would like to write a query that populates an "exit_journey_date" field for a data extension in Marketing Cloud. I would like this query to run via Automation Studio, so that even though ...
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45 views

Is it possible automatically to save content builder published urls into a DE?

I have 3 images (imagine: logo, img1, img2) uploaded and published in Content Builder. I want to add thos published URLs to a DE, so in logo's line I add url from logo image. If there a just 3, its ...
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143 views

Flow To Update Account Owner from Closed Won Opportunity Owner

I am trying to build a Flow to automatically update the Account Owner to be the same as the Opportunity Owner when an Opportunity of a certain Record Type "Paywall Assist" is Closed Won. ...
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40 views

Update date time in SFDC using SSJS and ampscript

I am trying to update the date time field in service cloud using automation studio script activity. So the code is updating date and time after automation is completed but the problem is minutes are ...
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25 views

Is there a way to create a utility to retrieve Data Extensions associated in Journeys

I have taken over an up and running account with no visible mapping of Data Extensions with Automations or Journeys, is there a way using SSJS I can retrieve the information and there by associate a ...
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24 views

How can we set notification when MC integration doesn't work?

Is there an option to get notified (alert/email/custom notification), if MC connect doesn't work? when synchronized data extension is not getting synced (or) when integration connection fails & ...
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26 views

Automation for Moving Tasks and Events

Good evening all! I am a beginner in process automation and am looking for the simplest way to Create an automation that will move all tasks and events from one custom object to another. The first ...
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1 answer
119 views

SQL query to update field only if it is empty

I need to run a query which updates a target DE with some rows from another. There is a field called 'origin' which shows on the target data extension where the data came from. I appreciate this may ...
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Automation Studio - I need Data Extract file UTF8 Without BOM

In our automation we are creating a txt file with all of our unsubscribes and put it on our SFTP server. Now the problem is that the data extract activity in SFMC automation says that the file is ...
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28 views

Flow : Why the picklist choice doesn't show any value when i add new field to store in Store More Entity Field Values?

Here's my picklist value which doesn't work Here's how i set up the picklist : ListOfEntities is record choice set : the picklist works very well when i remove the field BaseCountry from the ...
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After approval process I need to get the user who requests for the approval

Here in the first image I have given a field update so that my 'Requested by' field has to be updated to the person who requests for the approval.But here instead of getting the user who requests I ...
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33 views

How can I automatically assign values to the field based upon the checkbox selected by the user in flows?

I am trying a lot to assign template values based upon checkbox list choice by the user. Unfortunately, it is working but not completing addressing the feature I need. For example, if user chooses the ...
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35 views

How can we effectively delete bulk records (eg. 50k at a time) in Auto-Suppression List using SSJS?

I wanted to delete bulk records from auto-suppression list, when I deleted 1400 records the following script worked like a charm, but when I delete 90k or 20k records, it only deletes 200 or 300 ...
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1 vote
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71 views

Can not access the AccountId field in the flow on Opportunity object

I built a flow on Opportunity in which I was accessing the AccountId standard field. but suddenly now I am not able to access that field from the flow. I checked with the access issues also, I have ...
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1 vote
1 answer
22 views

Is Journey builder generating automations for each journey created?

When retrieving automations running on my platform, I have noticed some automations named like journeys and ending with a ISO formatted date. Those automations cannot be found in the automation studio ...
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1 vote
1 answer
90 views

Identify automation populating a Data Extension

I need to know which Automation is filling in a Data Extension (DE), the only way I know is to open the Automation one by one and see if it fills in my DE. Is there a faster way to search for it? Are ...
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1 answer
78 views

Autolaunched flow not invoking for multiple records

I am using process builder to invoke the auto-launched flow whenever there is an change in the 'Status' field. This process builder and flow is working good for 2 or 3 records. But when I tried to ...
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1 answer
145 views

Automatically Populating Account on Contracts Created from Opportunity

My company has just started using Contracts. We would like our sales reps and managers to create the Contract from Opportunities. I added a custom field called Opportunity__c which is a lookup to the ...
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1 answer
71 views

Updating the same field twice in the same transaction

Does anyone have any suggestions on ways to set a boolean field to TRUE then set the same field to FALSE within the same transaction? I'm attempting to Bypass Duplicate Rules using a checkbox at the ...
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1 vote
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29 views

How to access to FlowSaveTrigger?

I couldn't delete flow version because it's referenced in Flow Save trigger ; and i couldn't navigate to this section ; The flow isn't referenced in Paused interview neither in Fails interviews - ...
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1 answer
71 views

Access Synchronized DE with SSJS

I want to use script activities within automations instead of query activities, however, I am unsure if I can access the synchronized DEs via SSJS. I have tried researching this, however, I have been ...
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1 answer
29 views

Can a created report automatically assign a subscription based on a specific filter within the report?

Can a created report automatically assign a subscription based on a specific filter within the report? For example, a report based on a ticketing system with case owners of the ticket(s) (which would ...
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2 answers
27 views

Bypassing Required Fields so just One Can be Edited on the Fly

I have some cases coming in via email to case. The issue is that I am looking to add a value to a empty date field without the need to add a value to other required fields so I can quickly triage as ...
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Will the score of my prospects be updated after changing the automation rule?

If I have an automation rule that has some criterias on it, and if prospects match then a score of 50 will be added to their previous score, but then changed he criteria and the action as well, the ...
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  • 160
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SELECT from _sent dataview - duplicate value error occuring

I am trying to create an Automation to update sent dataview records daily. The code I've tried is the one below, but it kept showing error messages with "Violation of PRIMARY KEY constraint. ...
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227 views

How to set variable from flow to Apex and Call flow from Apex?

My flow type is autolaunched flow , the goal of the flow is to send Emails. I want to call this flow from Apex , besides i want to fill these fields : EmailAddresses and SenderAddress in Apex and ...
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84 views

Is it possible to pause an automation using SSJS in SFMC?

This code temporarily pauses the automation until the scheduler time is reached. After that it completes the automation and sets scheduler back to 'Active' state. Is it possible to permanently set the ...
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reassigning records in states to different region

So my organization is doing a little reorganization and want to assign three states to a different region. Right now, OK AR and LA are part of the SER. We want to change them to SCR. What first comes ...
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