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Questions tagged [automation]

Tag for grouping queries related to any kind of automations.

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Add Blob to Spreadsheet Cell via Quip Automation API as an Image

I am trying to use the automation api to create a blob of an image file and then add the image to a cell within a spreadsheet. The documentation specifies that AddBlobToThread API Returns a url that ...
Jonathan Hudak's user avatar
1 vote
1 answer
79 views

Does Salesforce Pro Suite allows you to do apex?

I have been looking for this answer, but can't find it. Do you guys know if you can create apex classes or triggers in salesforce Pro-Suite?.
RProgrammer's user avatar
-1 votes
0 answers
31 views

Update Lead Status from "New" to "Contacted Prospect" Based on Email Activity Using Apex Trigger [closed]

I'm looking to update the status of a Lead from "New" to "Contacted Prospect" when an email is sent or received. Detect when an email is sent or received related to a Lead. Check ...
Marc's user avatar
  • 1
0 votes
1 answer
57 views

I want to update Salesforce Automotive Cloud Object and Marketing Cloud Data Extension using SSJS in Automation Studio

I have a data extension named "SMSUnsubLog" which includes SMS unsub data of customers. I want to get data from the data extension and update salesforce object(ContactPointTypeConsent) and ...
Hyein Park's user avatar
0 votes
0 answers
32 views

Salesforce Record Trigger Flow - Create test cases using 'View Tests'

We have a requirement to change the contact owner if it is created by a specific set of roles. The Contact Owner should be changed to the Account Owner. I created the record trigger flow which is ...
Gathi's user avatar
  • 1
-2 votes
0 answers
64 views

A Component Error has occurred! [closed]

Working with Salesforce, after login to the application, when trying to navigate any pages are getting the below error. I heard developers added LWC - APEX system but not sure how to handle that ...
Harunur Rashid's user avatar
0 votes
0 answers
18 views

I get an error when installing B2B Store via b2b-commerce-on-lightning-quickstart on the convert-examples-to-sfdx.sh step

I am following the instructions on this repo readme: [b2b-commerce-on-lightning-quickstart][1] And I have problem running the script "convert-examples-to-sfdx.sh". The erros is: /c/Program ...
DNNikolov's user avatar
0 votes
1 answer
23 views

Automate deactivation or reactivation of a flow

For the import of Knowledge Article I would like to temporary deactivate the flow but then reactivate it again once Articles upload has finished. How can I automate this action? Also in the end I ...
Patlatus's user avatar
  • 17.2k
0 votes
1 answer
55 views

How to check for activated automation

Is there a way to check for activated automation? I want to extract it to DE: Automation Name Activation status Last Execution Date
youkey's user avatar
  • 19
0 votes
0 answers
44 views

_AutomationInstance data view is not returning right data

can anyone lend me a hand? I'm having trouble retrieving data about my automations using the data view _AutomationInstance. Automation Studio is returning incorrect data for certain automations in ...
Mik's user avatar
  • 3
0 votes
1 answer
46 views

creating an automation from Fillezila to SFMC using Automation Studio

I was creating an automation from Fillezila to SFMC using Automation Studio. The csv was in the Subpast called scheduler(as you can see at the screenshot attached). When a run the automation studio it ...
Weslei Carvalho Santos's user avatar
-1 votes
1 answer
109 views

Max number of automation queue

I could not find anywhere the number of files that can be queued in a fileDrop automation. I searched here: https://help.salesforce.com/s/articleView?id=sf.mc_as_define_a_triggered_automation.htm&...
SebOB's user avatar
  • 807
0 votes
1 answer
39 views

How can I mass activate inactive picklist values?

How can I mass activate inactive picklist values? I have over 30 inactive picklist values which I would like to activate. Currently I can't retrieve them using Metadata API or other means. I tried to ...
Patlatus's user avatar
  • 17.2k
0 votes
0 answers
66 views

Triggering an Automation off an email send

I currently have an automation job set to run every hour to consolidate email tracking data to send to AEP. Im curious if instead of an hourly batch, is it possible to trigger the automation when an ...
Ryan Moravick's user avatar
0 votes
1 answer
216 views

Flow loop iteration issue

I have two Loop elements: parent and child loops in a flow. I'm trying to break out of the child loop once I find a match and go back to the parent loop. Pretty much like this in apex: List<...
apz's user avatar
  • 452
0 votes
0 answers
20 views

Automatically import to a staging environment in SF NPSP once file is dropped in SFTP

Our nonprofit organization is currently running on a custom developed CRM, but implementing Salesforce NPSP. The current business process is A donor file is loaded to our SFTP from a telemarketing ...
Amanda's user avatar
  • 1
-1 votes
1 answer
65 views

Flow Scheduled Path isn't working as expected

I have a Flow on Account which has two paths: Run Immediately Run after 1 minute of Account's Last Modified Date In the first run, it runs regular business logic. In the second run, there's a ...
apz's user avatar
  • 452
0 votes
1 answer
104 views

Data Extract Activity could not start issue

I migrated automations from one Business Unit to another (newly created) using Package Manager. Some of these automations have Data Extract activity. The Extract type is 'Data Extension Extract'. All ...
Krati Garg's user avatar
0 votes
0 answers
91 views

Single Salesforce Flow for record creation, updation and also deletion

Are there any ways to make a single Salesforce flow work on Create, Update and Delete? I know that Salesforce flow supports deletion separately but developers here might know some tricks to make the ...
Mohd hasim's user avatar
-1 votes
1 answer
29 views

How do I use a pre-populated field to use in an email alert?

I have a lookup field in the Opportunity Object that's being auto-populated by Process Builder. The value in the field depends on criteria that's selected within the Opportunity. Is there a way to use ...
Dmitriy Gerchikov's user avatar
0 votes
1 answer
114 views

What are some advantages/disadvantages on moving Case Assignment Rule logic to a Flow?

We have tremendous amount of logic in our Case flows and a ton of Case Assignment rules which work almost every time in tandem. But whenever a new requirement comes in (a very basic one), we spend a ...
apz's user avatar
  • 452
0 votes
0 answers
85 views

Marketing Cloud Automated Email Send

We are wanting to create a solution within the Marketing Cloud that essentially allows us to input a SubjectLine and Body into a CloudPage, have that CloudPage update our data extension with those ...
John Brazas's user avatar
0 votes
0 answers
127 views

Test ExpressionSet from Apex Unit test

I have below in the code On Case create/update- I have a flow that calls express set I am inserting Case from Apex class I have written Apex test class which inserts Case What's happening - ...
love gupta's user avatar
0 votes
0 answers
182 views

Automating Addition of Product to Opportunity Line Item in Salesforce Using Flow and Apex

I'm working on developing an automation process in Salesforce and could use some guidance. My goal is to automatically add a product to an existing opportunity line item list, associated with a ...
Jean-Luc KABORE-TURQUIN's user avatar
0 votes
1 answer
68 views

How is the link generated for automation

Hello I have created list of automations on cloud page and want to generate link to each automation Is there a way how to generate the link? https://mc.sx.marketingcloudapps.com/AutomationStudioFuel3/#...
martechnotes.com's user avatar
-1 votes
1 answer
110 views

Is there any way to get the SMS Opt-Outs rate in account level?

Our client want to know sms opt out rate in account level, so that based on results they can plan campaign volume/KPIs. Let me know is there any OOB features in MC? If no, Kindly let me know feasible ...
Venkat's user avatar
  • 11
0 votes
1 answer
179 views

Contacts without Channel Addesses not working properly Record Count 0

I have been trying to delete Contacts from our Parent BU, which is as far I know the only BU where you can run an Automation with Data Extract "Contacts without Channel Addresses". The ...
Noubar Topalian Rivas's user avatar
0 votes
0 answers
227 views

"Unable to access page" error while trying to make user inactive

I have created a flow, where - when the user status goes to "inactive" - the contacts who the user oversees are assigned over to another user, who we will call "John Doe". When I ...
KSat97's user avatar
  • 11
0 votes
0 answers
128 views

FLOW_ELEMENT_ERROR|Operation not valid for this user type when creating Oppt related to contact via PlatformEvent Triggered Flow

I have a flow that triggers by a trigger that publishes a platform event, in the flow I do some fields updates, and I create a task and an opportunity related to the targetId passed from event to flow....
Nabil's user avatar
  • 11
0 votes
0 answers
148 views

Record triggered flow not invoking when Event record is created via Lightning sync

Issue: In our org events are created via lighting sync when outlook meeting is scheduled for user who is part of sync configuration. When a lead has events associated with it and that event owner is ...
Sagar Patil's user avatar
0 votes
0 answers
55 views

How do see whether Journey Builder is taking too long?

We are using SFMC due to requiring a HIPAA compliant CRM, but are otherwise much smaller (for now...) than a typical SFMC user. We need to send at most hundreds of emails a day. We are currently ...
Bogdanovist's user avatar
0 votes
1 answer
56 views

Import lots of files from ftp to update datas extensions

I need to import 81 one different files daily, from a sftp, at a especific time, and overwrite the respectives data extensions. How do I do that without building 81 automations? How do I use ssjs to ...
Bruna Marques's user avatar
-1 votes
1 answer
61 views

Automation for birthday adding contacts the day after instead the exact day

we're experiencing some issues with a birthday automation query. Our query runs everyday and should filter contacts from 2 DE (contacts that are celebrating their birthday on that day) and put it in a ...
lisim's user avatar
  • 1
1 vote
1 answer
100 views

I want to create a Frequency Capping process on Number of Emails/ SMS/ Push messages sent to a customer in the last 1 or last 7 days

The basic process we are planning to use for achieveing this is: Create a DE that has SubscriberKey and 6 columns "EmailsCount_7days" "EmailsCount_1day" "SMSCount_7days" ...
Anay Shrikar's user avatar
3 votes
2 answers
271 views

How to delete emojis using SQL in Marketing Cloud

I have a Data Extension named "Jobs", where I keep records from dataview Job. My team started to use emojis in subject lines of the e-mails, so also in my table "Jobs", I have ...
Maciej Barnaś's user avatar
-2 votes
1 answer
43 views

Can we add Condition in formula field, so that system can check the first condition and if false it will go the next condition?

I need to create a custom formula field in Salesforce that performs the following calculation for project duration: If the project's end date (a custom date field) is after December 31, 2028, the ...
Nishant Chaudhary's user avatar
1 vote
0 answers
48 views

Can an Approval Process be created solely via Flow Builder bypassing the Approval Process all together?

Can an Approval Process be created solely via Flow Builder bypassing the Approval Process all together?? I have a requirement of sending an approval to specific people and having them interact with a ...
Dmitriy Gerchikov's user avatar
0 votes
1 answer
123 views

Remove/Replace wrong character from SF fields

I wolud like to find and remove some imported special characters. For example I get some leads via api which have a German Umlaut like ö but in SF it looks like ü. This wrong characters can be found ...
Alex M.'s user avatar
  • 55
0 votes
0 answers
164 views

How to import Salesforce report to SharePoint or OneDrive using Flows or Trigger

Was wondering if anyone could advise on the best methodology to import Salesforce reports into SharePoint or OneDrive using Flows or Trigger, so that multiple people can collaborate on the same report....
Prince Sharma's user avatar
-1 votes
1 answer
103 views

Is there any way of automating a Journey to pause?

I would like to know if there is any possibility to automate a Journey to pause without manual interaction in Journey Builder. Has anyone done something similar?
Ferdemat's user avatar
0 votes
1 answer
81 views

Link Person Account to an Object (PRODUCT)

As a sports agent I have both BTB clients (Sports Club which are Club ACCOUNT) and BTC clients (Athletes who are person account Athlete Account). My Athlete accounts are also products as I m offering ...
Maxence Karoutchi's user avatar
0 votes
0 answers
206 views

Messaging Notification Flow action locks MessagingUser record?

We have a scheduled flow that has a Messaging Notification core action followed by an update to the Messaging Session and an update to the Messaging User. The notification is received but while ...
Maitake's user avatar
  • 13
-1 votes
2 answers
271 views

Creating a "File Transfer"-activity - Keeps loading?

I am trying to create an automation in SFMC and am currently stuck trying to make a new "File Transfer"-activity. All other activities are working fine. I have tried using different ...
JonasJLC's user avatar
0 votes
0 answers
106 views

Journey builder entry based on changing Campaign Member status?

Trying to figure out how best to automate emails for an event series. There are 2 time zones for the event series. The plan was 2 separate journeys... Send invite to campaign members (Status is ...
stack20's user avatar
0 votes
1 answer
150 views

Updating an Email Send Definition with SSJS to update data extension AND publication list

As part of an automated email we have, I made an SSJS script block to update an Email Send Definition (User-Initiated) to target a new data extension. However when we do this, it resets the ...
TCassa's user avatar
  • 878
-1 votes
1 answer
193 views

Using a Salesforce Data Extension as an entry source in Journey Builder

I have a Salesforce Data Extension in Marketing Cloud that is filtering through people with a specific name. When I add someone with that name to my list they get picked up by that data extension. How ...
dw90's user avatar
  • 1
0 votes
1 answer
142 views

Can we Run An Automation for 24 Hours by adding repetitive activities to ensure we are processing data we captured in Data Extension

We need to continuously process data(need to make an API call using SSJS script activity to external system which is time sensitive) which we are capturing in Marketing Cloud Data Extension via SFMC ...
JNC's user avatar
  • 39
0 votes
1 answer
81 views

How to get 2nd Saturday of Last Month in Where Clause

I am trying to setup an automation which will run daily and get the data from Capture DE which have a field name 'LastCapture' date type. The data is loaded on 2nd Saturday of each month. I am trying ...
Sohail's user avatar
  • 549
0 votes
0 answers
54 views

Automation Studio next run set less hour than starting time

I scehduled Automation that activte today 3pm And when I complete this set and check it, in automation, the next run is today 2pm. Is it right? I want to fix it.
Nicole Jung's user avatar
0 votes
0 answers
73 views

How to order apps in App Launcher via metadata deployment (need to move our app on top for every new orgs setup in CI)

We would like to move our application on top in App Launcher, so that users do not have trouble finding it. The ultimate goal is to have this automated in our CI/CD pipelines, so that each new orgs ...
wesaw's user avatar
  • 3,130

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