Salesforce

Questions tagged [process-automation]

Ask Question

The tag has no usage guidance.

10 questions
Newest
Active
Bountied
Unanswered
Filter by
Sorted by
Tagged with
-3
votes
0answers
22 views

Email Notification for example Case creation, Case Closed and Assign to Queue or user [closed]

when ever case created email will be automatically trigger to web email address.. Its working fine but after sandbox refreshing wont work those process.. what can i do?????
1
vote
1answer
54 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
89 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
74 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
424 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
226 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
43 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
3k 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
107 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
50 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 ...