Questions tagged [process-automation]

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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 ...
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1answer
143 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 ...
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1answer
76 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'...
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1answer
28 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 ...
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1answer
2k 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 ...
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1answer
72 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 ...
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1answer
34 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 ...