Questions tagged [automation]
Tag for grouping queries related to any kind of automations.
440
questions
3
votes
2
answers
2k
views
Retrieve multiple tasks in an Automation via API
We can make a Retrieve call on an Automation object and if it contains only one Task get some details on that task. But, when there is more than one Task, the call does not return any information. ...
- 432
-1
votes
2
answers
490
views
Creating an email which populates an image based on Data Extension upload
I'm trying to send a survey to recipients with an image in the email. Ideally I could upload a list to Data extensions that would populate an image and some text. Each row would have an ID that would ...
0
votes
1
answer
915
views
How to create round robin lead assignment for certain lead status value and lead source?
I have done the setup listed here (https://help.salesforce.com/articleView?id=000004000&type=1) for round robin lead assignment, but 'd like to do a lead assignment based on two criteria: the lead'...
0
votes
1
answer
74
views
Customize Activity Email
I'm trying to customize my user's Activity Email.
Like for example, since I know which is the contact for this record I would like to have it autofilled, also for the subject.
Also, I would like to ...
- 215
1
vote
1
answer
3k
views
Update Salesforce object with a Script Activity
I would like to create a script activity in an automation to update a Salesforce Object.
Here is my example script. How can i update I get it accepted as A SSJS script in the Script Activity?
%%[
...
- 41
0
votes
0
answers
39
views
Implement a Counter to track records by record type [duplicate]
I have an object called 'Protocols' with 5 record types that will produce 5 types of documents. For each type, I need to track the number of documents that have previously been published, e.g. ...
- 363
0
votes
1
answer
374
views
How to Add Pardot Opportunity records in Pardot lists?
I have opportunity records in Pardot and want to add them in a Pardot list.
How can I achieve it, so that the list can be used in the engagement studio?
Also, is it possible to I search the SF ...
- 519
0
votes
1
answer
839
views
How to use a SFMC SJS Script Activity to pull data with httpget and then store it in a Data Extension?
I have figured out how to use HttpGet to display JSON directly in an email body, but instead I want to store this JSON data from an external URL in a data extension, and then use AMPscript lookups to ...
- 35
0
votes
1
answer
44
views
Is there any way to automatically determine appropriate sfdx configuration?
I've recently started working on a rather insane project which has had a lot of organic growth over the years and includes over 20 deeply integrated managed packages.
We are currently trying to tame ...
- 4,498
1
vote
0
answers
341
views
Newly created Quip documents don't appear on the web page
I use https://platform.quip.com/1/threads/new-document endpoint to create new document. According to the documentation, if I skip member_ids field, the new document should be added to the current user ...
- 391
0
votes
1
answer
11k
views
How to pre-populate fields when creating a new record? [duplicate]
I have a custom parent object A and a child object B.
When I create a new record from the child object B via the related list, only the parent lookup field is defaulted and filled in.
When I hit ...
- 407
2
votes
2
answers
276
views
Why is my code querying All Subscribers producing results that don't exist in All Subscribers?
In Marketing Cloud - I'm trying to write an SQL that will pull everyone who has opened an email in the last 90 days. I'm getting results from the below SQL, but when I spot-check the data, I'm finding ...
- 53
2
votes
2
answers
94
views
Evaluate Enabling Multi-Currency
Does anyone know of an application that will scan an org to determine the remediation necessary to enable multi-currency? Scanning for things like Currency fields used in SOQL calls and currency ...
- 2,208
0
votes
1
answer
438
views
Creating Cases Object Automatically Based on Current Date [closed]
I am attempting to set up logic that will run and create a Salesforce case if the current date equals either June 1st or October 1st. I've been looking at process builder as one solution, but am ...
- 1
-1
votes
2
answers
202
views
How to give custom object delete permission to all users in org?
The user can belong to any profile or role. In future, any new user created with a new profile or with a new role, he/she will get delete permission automatically.
Please suggest a solution without ...
- 21
1
vote
2
answers
2k
views
SQL Query for a MarketingCloud campaign opens?
I'm trying to create an automation that looks back at a specific campaign and sets a flag on their profile if the user opened the email. This campaign would run every day and then talk back to ...
- 85
1
vote
1
answer
694
views
Journey Builder: "Process all records" vs "New Records"
We have been using Journey Builder for about 3 years, and some of our existing Journeys are set up to use "Process All Records". However, I remember there used to be an option to "process new records" ...
- 123
1
vote
1
answer
1k
views
How to get an encrypted file into a data extension?
We are working on moving a .pgp encrypted file to a Data Extension.
It's landing in a folder in the sFTP site, and I'm able to decrypt it, but I'm unable to get it into a Data Extension.
Salesforce ...
- 11
0
votes
1
answer
154
views
Does a data extension entry event work with decision split?
So my question is much more complicated than the title says.
Case: We want to build a journey which will populate everyone who meet the entry trigger already and for new records entering the journey.
...
- 322
0
votes
1
answer
1k
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 ...
- 49
0
votes
1
answer
21
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
3
votes
1
answer
82
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 ...
- 313
0
votes
1
answer
359
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)
...
- 19
0
votes
1
answer
205
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. ...
- 531
0
votes
1
answer
34
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
2
answers
73
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 ...
- 25
0
votes
1
answer
756
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","...
- 61
0
votes
1
answer
6k
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....
- 4,174
2
votes
0
answers
142
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 ...
- 3,367
0
votes
1
answer
1k
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). ...
- 1,145
0
votes
0
answers
355
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 ...
- 49
1
vote
1
answer
975
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 ...
- 4,174
2
votes
2
answers
1k
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 ...
- 145
1
vote
2
answers
1k
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 ...
- 49
0
votes
0
answers
483
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 ...
- 822
0
votes
0
answers
530
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 ...
- 49
2
votes
1
answer
108
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 ...
- 241
0
votes
2
answers
2k
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 ...
- 158
3
votes
0
answers
471
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(...
- 31
2
votes
0
answers
311
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 ...
- 313
1
vote
1
answer
2k
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 ...
- 563
1
vote
3
answers
3k
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 ...
- 171
2
votes
1
answer
874
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.
...
- 35
0
votes
1
answer
419
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 ...
- 29
0
votes
1
answer
680
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 ...
- 144
0
votes
2
answers
2k
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 ...
- 19
0
votes
1
answer
413
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,...
- 175
-1
votes
1
answer
58
views
Explain MatchConfidence internal working in matching rule
Please explain how MatchConfidence is calculated in matching rule
- 443
2
votes
1
answer
5k
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 ...
- 21
0
votes
1
answer
869
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 ...
