Questions tagged [process-automation]
The process-automation tag has no usage guidance.
19
questions
0
votes
0answers
14 views
Creating Automation using process builder
I want to have the Target Start Date on the opportunity updated when I update the close date, unless I have manually updated the Target Start Date.
Create logic that updates the Target Start Date when ...
0
votes
0answers
31 views
Process Builder Formula AND(OR(AND())) only works for first AND condition, not the second?
I have the below formula in a Process Builder, I am having issues with the 2nd OR() condition. The first AND() appears to work fine, but the 2nd AND() condition doesn't. I can't figure out why as ...
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0answers
21 views
Scheduling apex class through Processbuilder issue?
Hope all are doing good and safe.
I have small issues with my class on scheduling through process builder.In my visualforce page I have a "apex:outputLink" by using this I'm executing some ...
3
votes
2answers
140 views
Is there a way to ignore flow errors?
I have an auto launched flow that I would like to just ignore the errors of if they occur.
I currently have several fault connectors going to a dummy assignment. However I keep receiving error emails ...
0
votes
2answers
311 views
Automate Data Extension Deletion in Salesforce marketing cloud [closed]
We have multiple Data extension which are no longer required for use. I want to delete all the data extension inside a folder in SFMC. is there any way to achieve this using automation or SSJS? I don'...
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0answers
39 views
Assign Multi-Picklist value to screen Flow
Lightning Flows:
I have a requirement to read Multi-pick list field values in an object based on a criteria and assign the same to Multi-pick list field on a 'screen'. I know this is not straight ...
0
votes
2answers
41 views
Process Builder Immediate Action Field dropdown showing unfamiliar fields
I am doing the challenge for https://trailhead.salesforce.com/content/learn/modules/business_process_automation/process_builder# and I created a process builder for this.
In "immediate actions", I ...
0
votes
0answers
78 views
Prepopulating lookup field on flow
I need some help with a flow which I have developed to create a survey (custom object) record. This flow is being launched from an action button on a party event custom object. The idea is to capture ...
0
votes
0answers
81 views
Autolaunched Flow Sending Email
Does the Process Automation profile have access to send emails? My autolaunched scheduled flow just ends silently without sending emails or error messages.
I tried creating a dummy automated flow to ...
0
votes
1answer
49 views
Formula to update multi-picklist with Process Builder
I've created a process to update a multi-picklist (Cloud Name) based on some words contained in a text field (Title) - it works but due to the pick values I am getting false positive.
if(Contains([...
1
vote
1answer
798 views
Update the last modified user to Automated Process
Is there any way I can update a field on the record through automation to make sure that the last modified user gets updated to automation process user on the record?
So, here's our issue, we have ...
2
votes
1answer
560 views
Load data from incoming email CSV attachment
I would like Salesforce to create some records for me based on data that is incoming in an email's CSV file attachment.
I've investigated the Email Services functionality, and set up an address, ...
0
votes
2answers
158 views
Removing specific records from DE using SSJS script
I have a data extension that holds customer vouchers.
I have different types of vouchers in that DE: WEL (welcome), BDY (Birthday)
Because Birthday is a reoccurring event, i reissue Birthday ...
1
vote
1answer
1k views
SFDX - Create Objects with Custom Properties
With the current state of the DX CLI, is it possible to dynamically add objects that have custom properties?
Example - I create a scratch org then install the base package.
From thereon, would I be ...
0
votes
1answer
589 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
1answer
149 views
Concatenate Related Contact Email field onto one text field on Account
I am trying to take the "Email" field on Contact records and concatenate it onto the "Related Contact Emails" field (long text field) on the related Account. I would like to have the email addresses ...
0
votes
1answer
6k 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 ...
0
votes
1answer
248 views
Process Builder dealing or Comparison between two instances of an Object
Scenario Name: Automating Certification(examination) system using salesforce
sObjects: "Certification" object is the Parent of the "Exam" object. A certification can have multiple Exam types (eg.Exam ...
0
votes
1answer
124 views
Why Queues user's can't approval record from email after Process Automation Settings enabled?
I have setup an Approval Process in my system and added a queue and a user for approval.
After that, I enabled the Process Automation Settings so that user can approve from the email itself.
And ...
