Hi I have built a view that shows all expired licenses for super admin view as a whole.I want to make an SSRS report that will kick off every day and send an email expired licenses for all the companies in my table essentially a loop.
Any resource for me to tackle this step? this is my first time using SSRS and I have the super admin report view working , I can technically make that into a subscription auto email service but it would show all companies and i just want each company to get their own individual report instead of building a new report for each company.
Company Companyid Company name
resource resourceid companyid companyid
Qualifications qualificationsid resourceid licensenumber expirationdate
Related
I am trying to use the "Sales Force data" as the entry point to our journey. This is the first time I am exploring this option using the Marketing cloud "Salesforce Data" connector in journey builder.
We need to capture Updates of Contacts in the sales cloud and trigger some action. So we configured the data entry point - Object chosen Contact. Chose Contact Id for "Select who to inject into the journey". Added. Choose the option to capture "Is Updated" and for our criteria chose Lat Modified Date greater then April 1st 2020. Added all contact fields we needed in the Data Extension and saved.
I can confirm that the data extension was created successfully. The journey was activated successfully.
I go to sales force sales and updated the contacts by changing the phone number or Address related fields and save. However I do not see the data flow into the marketing cloud data extension.
If I try the journey with entry point data source Contact inserted - it is successful.
What could I be doing wrong?
Thanks
Regards
Sid
We got help from sales force support - The records we were trying to modify already had a last update date greater than the one set in our criteria. We have to work around this by handling an update scenario in the journey design and creating a synchronized data - to sync contact/account objects in salesforce with marketing cloud every 15 minutes
Is it possible to get user identity from ID4 as an administrator.
For example, Bob logs in and consents to access "My Movie App". When Bob logs in, his clientid and profile are saved independently into the My Movie App DB.
Later, the "My Movie App" needs to contact bob at bobs email or phone because bob forgot to pay and accounting is now catching up. However, Bob has changed his email and phone with the identity provider.
The "My Movie App" has Bobs clientid but would like to ask identity server if there are any changes to Bobs profile before it generates the Past Due contacts list.
Is there a way to get clients new profile without having Bobs user name and password but having only the userid or clientid?
Is there a way to ask Identity Server to see a list of Customers that have consented to using "My Movie App"?
After looking at the source code and poking around I believe the answer is you must extend ID4 itself.
For example, you can extend users to hold information such as ADMIN and when you log into ID4 directly you could use that information to authorize a controller.
Keep in mind that one instance of ID4 is designed be used by multiple companies.
URL Path could like this:
http://myid4:5000/BusinessName/MyMoviePhoneApp/GetCustomers
The Controller could be tagged with [Authorize(Admin)] and return json result of Customers.
so this is my first question here in stackoverflow, i always find the answer by looking here... so.
I have this issue, I have a Model named Company, which can have many users, which would be the "best approach" to create and activate a user account within this newly created Company.
Here is the process i am following:
Platform Admin creates a company, the company serves as a grouping account in which i will have a number of users, but i need to send an Email after company creation to the Company admin in order to have him create his account so that he can manage the other company users, this email needs to have a hash so that it has some kind of reference to the company (avoiding the company selection in the form).
Im using Rails 4.2.6 and Angular 1.5
so im stuck after the company creation form.
In an email send the angular route url which got the company hash that just created. When admin user clicks on that link your angular route gets called and then before it render the view , i mean use resolve in angularjs route, get the list of all the user and company that just got created where admin user can select user that he or she want to activate.
I want to send out an email campaign to all some our clients receiving certain services from out company. Each customer has different services, accounts, etc that I want to publish to them to confirm we have everything correct.
I have created a number of new fields in the CRM Database but I cant see how to populate the Email Campaign with these fields, I only see the default fields.
Does anyone know if its possible to use my CRM Database fields to input in to an email campaign or will it only work in forms for data collection?
How do I get the list of users who have not logged into a customer portal site at all?
The User object has a field called LastLoginDate, you could report on this for users where IsPortalEnabled is true which indicates that they are a customer portal user if you're doing the reporting through code.
Of course, Salesforce's reporting engine can also be used to generate a report, you'll want something similar to this:
Unless you need the list in code for some reason (for instance, for integration with another system) then you should use the reporting engine and then you can schedule it for email delivery etc.