Questions tagged [automation]

Tag for grouping queries related to any kind of automations.

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How to automatically delete Campaign Members using a flow

So, I am developing a record triggered flow that will create or delete campaign members depending on the status of 5 custom checkboxes in the Lead object, so, when the checkboxes are ticked or ...
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Flow not working as intended: Updating field on opp when contact role field = true ONLY for first opp for that contact

I have a flow that runs successfully for all opportunities created from a contact, but I now need it to run for only the first opportunity. What am I doing wrong? Objective: Update "Web Lead"...
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17 views

Large amount of items(25k) returning from apex action to flow

We are working with the flow where we use apex action to return queried List of 25k records and need to show that in the lookup field. Due to a large number of records, it keeps loading... and how to ...
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1 answer
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“Best Practice” way to get value from child record saved to parent record

I get similar business requirements that ask: Get the latest child record where field X is not null, and copy field X's value to its parent's field Y The solution must work with bother master-detail ...
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1 answer
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How to create a flow that creates a task?

I have a record-triggered flow that is supposed to create a task when an Opportunity first gets a Patient Care Coordinator assigned to the opp. The task being created also needs its Priority set to ...
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1 answer
144 views

Change Size of Flow Screen

I have created a new List View button(image 1). This button triggers a flow with Screen (image 2). The Screen (image 2) fills the entire page. I want the Screen to be smaller and not take up the whole ...
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How is the RowData field populated within the Report in the Import notification?

I have an Automation that does the Import of a CSV file and sends a Report txt file with the errors once finished. The file's name looks like this "[External key of the import definition] Results ...
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1 answer
21 views

How to Create Testable DE from Existing Filtered DE?

Have some filtered DE's from Synchronized DE's. I need to test these audiences and would like to create filtered/duplicate's for testing as a snapshot in time to test. The issue with these filtered DE'...
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1 answer
108 views

Salesforce Flow Fast Field Update (before triggered) and same record updates assignment vs update element

A coworker had an assignment to rework workflows/process builders to flows. The fast field update flows (before triggered) all have the "Update Triggering Record" for all kind of changes and ...
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52 views

Last Modified By is getting updated without user logging in

I am recently, seeing an issue in my production org, that cases records are coming from external systems & they were assigning to different users due to assignment rules were configured & ...
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Contract End Date Calculation

this question is just something I thought of out of pure curiosity. I am very curious as to how Salesforce computes the Contract End Date. Taking from their object/field reference documentation, they ...
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17 views

Granular Control on Chatter Posts

I have a use case where we have a group of Profiles that need to have access to edit their Chatter Case comments for 24 hours and then those posts become locked for them and no longer editable. They ...
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51 views

How to send email alert through Flow to Person Accounts

I'm having issues getting my Flow to work. I've seen to have the RecordId on the email alert to {!$Record.Account.PersonContactId} but that isn't working. I've tried Record.Id and Account.Id as well.
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83 views

SSJS WSProxy code is unable to access SFMC object - AutomationActivityInstance

I am trying to work on SSJS script to fetch the details about the automation activities. I found an object called AutomationActivityInstance - https://developer.salesforce.com/docs/marketing/...
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37 views

Data Extract activity is changing the physical order of records

I have the next issue when exporting a CSV file to a SFTP location: It's about a daily automation, the process consists in three steps, one for data extract, a second one to convert the file to UTF8 ...
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1 answer
144 views

SSJS code to fetch automation details issue

I am using the below SSJS WSproxy code to extract the automation details like name, status,start time etc. to create a dashboard <script runat="server"> Platform.Load("Core",...
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1 answer
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FLOW that forces uppercase on creation and update [closed]

I've been researching on a logic that enforce uppercase on a new record during its creation and update. I know how to do it through Apex, or workflow and even make a validation to require the user to ...
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1 answer
27 views

Process Builder Decision not going through even the Criteria is fulfilling

I have a Process Builder (We change to Flow soon- but want to have all the automation to the record at one place so that it is easy to move to Flow). Use Case: When the Expected Revenue Date is moved ...
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1 answer
116 views

how to use SSJS to extract all distinct values (may require looping) and push it to sql query in marketing cloud?

I am new to SSJS and have not used it yet. I have a use case where I need to extract JobID and Data Extention Name from SendLog Data Extension. I use JobID and DE_Name in SQL query but right now I ...
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1 answer
59 views

Generate a contract number

I am working on a flow to generate a grant contract number when each time a grant contract is created. For each record type there is a different starting number Grant Record Type starting Number ...
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26 views

Flow to Mass Update Records Works, but need it to refresh page so values show without manually refreshing

I have a screen flow that mass updates for the status of selected records on a related list. The flow works, but the refresh does not. Any suggestions on why it is not working? RIght now I have the ...
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50 views

What are the benefits of the internal Platform integration with using Platform Events?

I'm learning about the Event-driven Architecture from Trailhead, this unit to be exact: Understand Event-Driven Software Architecture. As in general I can say that the concept is pretty clear to me (...
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1 answer
36 views

Formula within a flow - loads of 2 part IF statements - must be a better way of doing this

I'm new here but the questions and answers here have helped me before so thought I'd try posting. I'm trying to use a boolean formula that will be referenced in a flow. The idea is to update a ...
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2 votes
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54 views

How to manage automation via ampscript API - second part

I would like to close the discussion thread on this related topic Manage automation via ampscript API. If you have additional information to complement it would be great to hear on the answers! Here ...
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1 answer
54 views

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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1 answer
49 views

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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1 answer
25 views

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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1 answer
44 views

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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2 answers
120 views

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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30 views

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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33 views

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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1 answer
17 views

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 ...
2 votes
0 answers
311 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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1 answer
31 views

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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1 answer
995 views

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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28 views

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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150 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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68 views

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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124 views

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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1 answer
179 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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253 views

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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1 answer
616 views

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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0 answers
91 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
304 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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1 answer
72 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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1 answer
1k 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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0 answers
156 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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76 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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1 answer
318 views

Count the number of contacts in each Business Unit

I have 2 BUs in the Marketing Cloud and each has its own contacts. My issue is that my client wants to retrieve the number of contacts in each BUs, because each BU has its own budget and can only ...

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