Questions tagged [automation]

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68 views

SQL Query : Using JOINS with CASE Statement [closed]

I've 3 DE MASTER DE with fields SubscriberKey(PK), donottrack, Createddate, Modifieddate Staging DE with field CustomerID(PK), Createddate Reference DE with field donottrack default value false. ...
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39 views

Process Failing with Result: Failed to update records that meet the filter criteria

I'm getting the following error emailed to me for a process that is failing. I think its failing on the first scheduled action: 'Update Auth' but I can't figure out why. I was thinking there were ...
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1answer
30 views

A field that counts the days another field has been on without change

I'm trying to make a field that counts the amount of days another field has been sitting without it being changed. The ultimate goal is to set up auto emails that trigger when a field has been sitting ...
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1answer
37 views

Feeding Subject Line to Title for View as Webpage

I'm trying to use ampscript to feed the subject line to the title tag on the webpage that loads when clicking on VAWP. -I have the title tag set as <title>%%=v(@Subject_Line)=%%</title> in ...
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1answer
32 views

In an automation, I want to query a number from one table and then use it as a parameter for a select top statement in another query

I hope I'm explaining this well enough. I have table/DE a, where column a is strings and column b is numbers. I want to query table/DE a and select a record that has a specific number, and then use ...
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0answers
10 views

Update a Contact Picklist field based on a Lookup object's text field

I have requirements to update the Gift Aid Declaration field on Contacts if: #1 the Gift Aid Declaration field was blank before OR #2 the Gift Aid Declaration field was previously filled with a value ...
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0answers
19 views

How to check dependencies on the Account Owner Field?

I am trying to look for all automations that touch the Account Owner Field. There is no Where is this field used? The account owner keeps reverting to the previous account owner.
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0answers
21 views

How can I create API names in global picklist with 500 values in a fast way? [duplicate]

I have file like this with about 500 values: I am creating Global Value Set. Column A is for Label and column B is for API names. Both columns contains about 500 records. I know that I can create a ...
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55 views

Copy/Clone Attachments from Email-To-Case Email Message in Flow

I am trying to create a flow that will 'reparent' an Email Message record to a different Case record. As it is not possible to reparent/change the ParentID of an Email Message once it has been created,...
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15 views

Campaign CTI Automation

I wanted to know if there is any support for automation of calls in salesforce. Basically, I want to automate campaigns such that we can dial calls to leads/contacts one by one (in order for all ...
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1answer
27 views

Duplicate automations from one Business Unit to others [closed]

After creating an automation (Data extract + File transfer) in Business Unit A, I would like to duplicate it to other Business Units. Is this possible ? If yes can you explain me how please ? Thank ...
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1answer
44 views

After last item won't execute in loop salesforce flow

Flow won't move forward the 'After last item'
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2answers
160 views

Hyperlink field leading to Opportunity Record (Flow and Process Builder)

Thank you for responding. I have taken your advice as best as possible. As of now, I am not receiving any errors, but the fields are not populating when I create a new task that fits the criteria ...
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2answers
43 views

Trigger to create a campaign when an account is created [closed]

I am trying to write a trigger that will automatically create a campaign record when a new account is created. Below is my code: trigger AddCampaign on Account(after insert) { List<...
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1answer
54 views

Automation SQL - get random value for each record [closed]

I need to populate some Data Extension using another Data Extension that contains all the accounts data. I want to attach a new column and the value for that column should be randomized from another ...
2
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2answers
57 views

Is there an API Name for the field "User Password expires in" under Password Policies?

I am doing a flow that will notify users when their passwords are about to expire in SF. I have to subtract 7 from the number I set in "User Password expires in" as apart of that automation. ...
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0answers
37 views

Calling Dynamic Screen Flows

I have a screen flow that displays an agent script dynamically on a lead based its association to a campaign. This uses a parent flow with a decision element that routes to various subflows elements ...
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1answer
131 views

Copado vs Flosum [closed]

Are there any good comparison between Copado Vs Flosum ? I understand that there are individual choices around these tools but I am looking for a platform which maximizes the developer productivity. ...
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0answers
195 views

Community - Flow Lookup Component Not Working

I am currently setting up a Salesforce Community page, and I need to allow the users to edit details for their Account record or any Account record linked to their Account. Due to the limited nature ...
1
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1answer
73 views

How to delete a report with Code or process?

I want to automate a process where old neglected reports are automatically deleted if they were not run for X amount of days (if I can't do it in a variable/labal, I will do a source report. I am not ...
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1answer
64 views

SQL query to get Open rate by domain

I'm trying to build an SQL query to get the Open Rate Percentage by domain for an email send through Journey build or scheduled send. Below is the query I have trying to figure out, but it's giving me ...
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0answers
18 views

SSH Private Key is not accessible file Transfer Activity

I have a pair of SSH keys from my customer and I want to update them into Salesforce to use for Encryption and Decryption. I have no problems with an encryption key, it works just fine. But when I am ...
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0answers
19 views

Is there any method in Salesforce (or 3rd party apps) to auto-check if User Roles are used in any automations or code?

Is there any method in Salesforce to check for automation or code dependencies on User Roles? Or perhaps there's a 3rd party app that can do this? I want to migrate updates to the role hierarchy ...
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0answers
33 views

Select statement inside case statement to add rows to DE based on count

I am building an automated productselection. I want to add rows to a DE based on record count. So far Ive come up with underneath solution, but the syntax is not right: An error occurred while ...
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1answer
1k views

Automate Lead Conversion in Salesforce

In salesforce, lead is converted into Account, Contact, and Opportunity. Opportunity is optional to create upon conversion. The convert button on Lead does the conversion. Is it possible to convert ...
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2answers
52 views

Divide a Data Extension into 5 segments [duplicate]

I would like to take my data extension, divide it into 5 segments, each segment will have 6000 data, how to do that with SQL? Thank you
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1answer
22 views

How to prevent redirecting to another page while assigning a flow to custom button

I had created a flow for automating my things. I created a custom button and assigned a flow to it. When I try to press the button it takes me to another page. Can someone tell how can i prevent it ...
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0answers
27 views

Flow to create a new content note when custom opp field is populated & update same custom field when new content note is created

I have a client who has an active flow (not my dev) that is expected to perform two actions: Create new ContentNote when Opportunity.Last_Note__c is changed Update Opportunity.Last_Note__c with ...
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0answers
19 views

More users logged than emails sent

Recently I created a Journey powered by an automation. One of the automation steps logs every SubscriberKey that enters the Journey onto a logging data extension. After reviewing performance I noted ...
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0answers
12 views

Batch sequencing of data load tasks

Is there a way (easy?) to sequence the upsert of data across multiple objects using DataLoader or some other data load tool? As an illustration: I have to update the country field value for the ...
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0answers
44 views

What is the best way to do Automation?

I'm running into issues with Cypressio and Selenium, and I'm pretty new to automation testing within Salesforce. What is the best thing to do? How to do it? & what are the tools that you recommend ...
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1answer
21 views

How to add more fields in flow without errors?

I used this link(https://trailhead.salesforce.com/content/learn/projects/build-a-simple-flow/create-or-update-a-contact) to create or update contacts. I finished everything and it does create contacts....
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1answer
29 views

Launch JavaScript script from auto Process

The requirement is to build PDF in an automate process on records. My solution is to build kind of API on Heroku that will render PDF using a external Framework. I am wondering if there is any way I ...
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0answers
52 views

Automate Mail Merge Process

Is there a way to set a trigger to generate a mail merge once a field has been checked? I want to generate a donor thank you letter (mail merge document already created and successfully tested) ...
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0answers
44 views

SFMC Automation using API - I am not aiming to start the automation which contains a query activity and journey entry event

I am setting up an automation which needs to start when an API call is made. This automation will have to run a query that populates a DE. This DE is then used in a journey Background: We are ...
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1answer
362 views

Using a formula field checkbox in a decision component of a Lightning Flow

I have a lightning flow where a an outcome in a decision component is defined on a custom formula field checkbox set to true. But the flow still moves on the default outcome even when the field is set ...
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0answers
85 views

PB formula to compare an ID field to a text field?

I have a Relationship Process Builder that populates a Contact text field based on Status=Current and clears the field if someone changes the Status=Former. So far so good. Now how to get the ...
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1answer
77 views

How to created automated Journey for Google Analytics 360 contacts?

I have integrated Google Analytics 360 with my marketing cloud account. I see it as a Synchronized Data Source in Contact Builder and I can pull it into my Journey in Journey Builder. But, I want this ...
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1answer
77 views

Retrieve status of automations of all child BUs from enterprise BU

Below is the code which I tried, but when the automation is erroring out the status is populating as paused, scheduled, stopped. The error status is not population. Code: <style> body, a, ...
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0answers
29 views

Issue with a script running to lookuprows and loop through the lookup until all rows with the same ContactId have been combined into one row

I am running the following script to lookuprows in a data extension and combine multiple rows with the same contactID into one row - but at the same time taking one column (PH_Name) from the separate ...
0
votes
1answer
150 views

Automation of Power Query data extract (bypass login or store password) [closed]

I have a report built in Excel that links into other data sets that I can't upload to Salesforce, so I need to join the data with other sources using power query. Unfortunately I'm unable to automate ...
0
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1answer
60 views

Violation of Primary Key while using DISTINCT

Im trying to update a Data Extension with data from another Data Extension, very simple, you'd think. The target Data Extension has SubscriberKey as Primary Key and the source Data Extension doesn't ...
1
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1answer
619 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 ...
0
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1answer
206 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
93 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
50 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
votes
1answer
561 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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1answer
198 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
70 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
1k 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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