Automation

You will find a list of questions that are often asked to our support team.

How to change the e-mail address that receives notifications about automations

Question:
You want to change the email address that receives notifications when a process has succeeded or failed and wonder if you can notify multiple people.

Answer:
Currently our code will pick up the user who has set up the automatic broadcast to send notifications. We plan to improve the notification handling in a future release to allow administrators to choose what type of notification they want to receive and to what address.

How to set up multiple email addresses in the CC for sending invoice PDFs

Question:
In the process (process builder) for sending PDF invoices you want to put several e-mail addresses in the CC. How can you link the addresses without receiving an error message?

Answer:
You must set up the process as described in this article: Automation - sending invoice PDF via email
Then you can add the variable Apex CC addresses in the Call an Apex section:

Then you have two options:

1) Either you want to chain hard-coded addresses in your string, like this: contact1@contact.com;contact2@contact.com;contact3@contact.com > separated by ;

2) Or you want to chain field references. In this case, you must use a formula, fill in the fields and separate them with &";"&, like this:

[sofactoapp__Factures_Client__c].sofactoapp__Contact__r.Email &";"&[sofactoapp__Factures_Client__c].sofactoapp__emetteur_facture__r.sofactoapp__Email__c

Please disregard the sample e-mails which are only given to show the structure of the formula.

Why emails are not sent when automatic sending is configured from a flow

Question:
For dunning or sending invoices by e-mail, you have planned to use a scheduled flow that calls the Apex Send_Invoices_Emails class. However, during the tests, the emails do not go out.

Answer:
Please check out two possibilities:
(1) Give access rights to the profile of the user who triggers the process to the Apex class Send_Invoices_Emails.
(2) Give access rights to visualforce pages (PDF templates) to this profile as well. Here is the Salesforce article on this subject: Set Visualforce Page Security from Profiles

Why emails don't go away when sent from a sandbox

Question:
You are testing the sending of e-mails.
(1) Either the e-mails were going out and suddenly it stops,
(2) or the e-mails are not going out at all.

Answer:
(1) It is possible that you have reached the limit of e-mails sent per day in your sandbox.
Please try this code in anonymous apex in the Developer Console:

system.debug('Test si la limite d envoie journalier est atteinte');
try {
Messaging.reserveSingleEmailCapacity(1);
} catch (Exception e) { System.debug('You have used up your daily allowance of mails');
}

(2) Please check this out:

1. Go to Setup
2. Search for Deliverability in the search bar
3. Click on Deliverability
4. In the picklist Access level select All email.

Attention: Be careful to put test e-mail addresses in the contacts to be sure not to send test e-mails to your real contacts.

Error during the Invoice Automation InvoiceAutoIssue batch process

This is an error related to account access.
We recommend that you issue the invoices manually (re-run the batch manually).

Why is my test Apex class throwing an error

If, when running a test class, an error message similar to the following appears:

Fail System.DmlException: Insert failed. First exception on row 0; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, sofactoapp.FacturesClientTrigger: execution of AfterUpdate

caused by: System.NullPointerException: Attempt to de-reference a null object

This means that the call to postInstall is missing from the test class code (recommended in the test setup). Indeed, when an Apex class involves Frisbii App for Salesforce objects, it must include the following lines:

sofactoapp.PostInstallClass postinstall = new sofactoapp.PostInstallClass();
		Test.testInstall(postinstall, null);

This involves calling a method that will create the custom settings not included in the package, which will then be called within the triggers of the Frisbii App for Salesforce objects.