The automation tag has no usage guidance.
0
votes
0answers
12 views
Quip Automation API: Incomplete results from Get Folders
I'm writing an application which integrates with Quip via the Automation API. I'm attempting to get all the child thread/folder IDs from a given folder. When I try calling the API on a sample folder,...
0
votes
0answers
20 views
Automate Integration with google AdWords [closed]
How can we integrate Google AdWords with Salesforce using API?
0
votes
1answer
15 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 ...
1
vote
0answers
8 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
25 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
31 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
0answers
11 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
13 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
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
82 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
88 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
17 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
59 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
57 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
26 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
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0answers
26 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
89 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
112 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
25 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
22 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
46 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
5 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
33 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
44 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
49 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
78 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
52 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
19 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
53 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
74 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
30 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
53 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
98 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
65 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
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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. ...
-1
votes
1answer
17 views
Explain MatchConfidence internal working in matching rule
Please explain how MatchConfidence is calculated in matching rule
0
votes
1answer
388 views
Automatically changing the opportunity owner to account owner?
I am rather newly certified Salesforce Admin, and I am trying to solve an issue in my org that I just can't get my head around. I hope you can help.
What I have been asked to do is create an ...
0
votes
1answer
52 views
Trigger an email send from changes in a DE without Journey Builder
We are working with a client who did NOT purchase JB (they only have Automation Studio) but want to configure an email send from changes registered to either a DE or an Object in SFDC (we have ...
0
votes
1answer
147 views
Auto filling field values on New Lead Page [closed]
I have a custom button on one of my custom object, whose purpose is to create a New Lead Record, by showing the fields to the users, they fill up the form and lead gets saved. The saved Lead Id will ...
0
votes
0answers
38 views
Pulling new Unsubscribes into an existing DE - results in duplicate key error
Trying to create an automation that finds all new unsubscribes and adds them to a data extension. Writing the Query to pull all the records via an Overwrite works great, but we need to ensure we are ...
0
votes
0answers
151 views
How to set charaset as UTF-8 in HTTP GET (SSJS) method in Salesforce Marketing cloud?
I am using HTTP get method to get the data from API,But the response returned from the API is not encoded in proper format.The Same response in Postman looks perfect.
The content from Postman looks ...
0
votes
0answers
36 views
How to Execute Pardot Commands in Specific Order Using Automation Rules?
I need to implement the following scenario in Pardot. I've tried a few different options and can't quite get what I need.
We have a custom redirect link in emails that we are tracking. If someone ...
1
vote
0answers
25 views
Can I use a Triggered File Drop Automation with an External FTP?
I feel like this is kind of a dumb question, but I can't seem to get a clear answer from google.
Can I use a triggered file drop automation with an External sFTP?
Within Automation Studio I have ...
0
votes
2answers
359 views
External FTP File Transfer Activity Error in Automation Studio
I configured a Data Extract (Data Extension Extract) and a File Transfer (Safe House to External FTP which is also an SFMC FTP ).
Unfortunately, File Transfer fails without giving a proper error.
...
0
votes
1answer
98 views
I need to run query in Automation through soap api
I need to run query in Automation through soap api its Automation creating but Activity not Created when i click on that its showing Error like automation no longer exists this is my code
<...
0
votes
1answer
131 views
Can we configure an external FTP Location in Marketing Cloud?
Can we configure an FTP Location which is outside Marketing Cloud FTP?
0
votes
1answer
46 views
Activity details unavailable. The activity used in this automation no longer exists. Automation activity error
I Configure Automation with activity query through soap api. When i click
query in automation showing Error.****Activity details unavailable. The
activity used in this automation no ...
0
votes
0answers
14 views
Persisting debug logs produced by a WF or a Process
I'm trying to develop a logging solution for our organisation. Logging Apex is easy, but I was wondering if its possible to somehow save the debug logs produced by other automations.
At first stance, ...
