I have a question about errors notification in Journey Builder. Is there a possibility to receive a notification when a journey run with errors, or to build a custom report with Journey's Errors?
Thanks
If the journey has inherent errors, Journey Builder most likely won't let you activate it.
-The easiest way to find errors is to click the "Validate" button (top-right corner of canvas). This checks the basics such as entry source, entry mode, schedule, activities, goals (if defined), and exit criteria (if defined).
-Remember to "save" first before validating the journey
Journey Builder has 2 reports available, but I don't believe it processes errors from activities or email sends.
If you're looking to find errors with journey builder email sends, I recommend setting up Send Logging.
-https://help.salesforce.com/articleView?id=mc_es_send_logging.htm&type=5
-Note: Cross-cloud and custom activities are not validated during this check process.
Related
I've created an outlook add-in with the "On-Send feature" as described here.
Everything works fine on the web version of Outlook, but on the desktop there are some issues.
When a user sends a message and then quickly selects another message, the send action fails and the user gets this error.
If the reply is popped out, the user gets a different error.
Testing the Microsoft sample application demonstrates these same issues.
How can these behaviors, or at least the first error, be avoided?
These errors are valid, and aren't able to be avoided. If your add-in hasn't finished, and the user closes the item, then they are warned the email hasn't actually been sent yet. Please be sure that your add-in calls event.completed() to notify Outlook your add-in action has completed.
I have a SN question about workflow activities. Ideally when a user in an approval group activity rejects the item, catalog tasks are re-opened and approvals re-sent. That works fine. However, in the event that another user rejects the item, we do not want to re-open catalog tasks and re-send approvals. i.e. looping over again. We just want to keep the comments from the second, third and so on approver. Any ideas on how to obtain this functionality?
So just to understand what you're trying to accomplish:
1 user rejects, all other users approve: loop
2 or more users reject: cancel request
The easiest way to do this might be to use the workflow scratchpad and a script in the approval activity.
If you run a 'condition based on a script' in your workflow activity for the approvals, you could write to the workflow scratchpad with the actual number of rejections. Then you could use an if block to govern what happens when you leave the activity.
Alternately, you could add a condition to the approval workflow activity itself; a third option, based on the two existing ones (you can view the contents of any workflow activity condition by double-clicking on it). This would also require 'condition based on a script' to be active.
I Created an Approval process which is working properly in Salesforce Classic, but in Lightning whenever I'm clicking on "Submit For Approval" it is giving an error message "Please log in to the full Salesforce site to complete this approval request, which requires you to select the next approver."
Why this error? Did I miss something to configure??
Thanks!
For approval processes that require manual selection, the submitter needs to log in to the full Salesforce site to submit a record for approval.
Process Builder and Workflow are fully supported. Visual Workflow and Approvals are also supported but have some limitations.
Approval Requests:
Users can see approval requests from either their notifications or through the Approval History related list on the record that needs to be approved.
Lightning Experience users can’t see approval requests in Chatter or in the activity timeline on records.
To see the complete list of requests that are waiting for a user’s approval, the user must switch to Salesforce Classic (or use the Salesforce1 mobile app).
This might be the issue causing here.
Maybe this just isn't possible with the available Salesforce actions in Zapier, but I thought I'd ask.
You can monitor for a new opportunity, but I only want to create cards for opportunities which are closed won. So if a new opportunity is created on Monday and on Friday it is Closed Won, Zapier will never get notified when it is updated.
Seems like a very common use case, I figure someone has figured this out.
Thanks!
I took this to Zapier Support and they said....
So the tricky thing here is the "New Opportunity" trigger will only
happen when the Zap sees the record for the first time. Even if it's
updated later, the Zap will not re-trigger on it.
We do have a way to trigger on updated Salesforce records, but it
would require using their Workflow Rules and Outbound Messaging
option. Then on the Zapier side, you'd use the Salesforce "New
Outbound Message" trigger.
You basically set a workflow rule + outbound message in Salesforce.
And so all your triggering conditions (like which object/field) are on
the Salesforce side.
First you'd set up the Outbound Message, specifying the object and
fields you want to send, and the Zap url:
https://help.salesforce.com/HTViewHelpDoc?id=workflow_managing_outbound_messages.htm
Then you'd set up the Workflow Rule, specifying the conditions where
the rule should trigger, and which actions to trigger (the outbound
message action that you just made):
https://help.salesforce.com/htviewhelpdoc?id=customize_wf.htm
The one caveat here is that workflow rules are only available on some
editions of Salesforce. So you may have to check and see if your
edition supports it.
Please let me know if you have any questions about that -- happy to
help!
And that worked so yay Zapier for helping me with Salesforce!
I am trying to create a custom paypal button for selling digital goods, that will direct the buyer to a link that will allow him to download the file.
I've read a bit this paypal article about advanced html variables but I am not sure which I have to use to make it work: https://developer.paypal.com/webapps/developer/docs/classic/paypal-payments-standard/integration-guide/Appx_websitestandard_htmlvariables/
Obviously the download should only initiate based on the payment ID to prevent free downloads, or is that done automatically by paypal?
What I would recommend us utilizing Instant Payment Notification (IPN) to handle all your post-payment processing tasks like updating your database, sending out email notifications (including one with a download link), etc.
Instant Payment Notification (IPN) is a message service that notifies
you of events related to PayPal transactions. You can use IPN messages
to automate back-office and administrative functions, such as
fulfilling orders, tracking customers, and providing status and other
transaction-related information.
This will allow you to not only automate the procedures, but also correctly handle things like e-checks or any other type of payment that may originally be in a "pending" status. You wouldn't want to deliver the digital goods until that payment actually clears. With IPN you will get 1 notification that your script can handle when the payment comes through as pending, and you would get another one when the payment updates to Completed, or Failed, or whatever.
The IPN's happen in real-time so buyers won't have to wait on anything. Whatever you're doing within the script would happen instantly upon the transaction completing.