The last step after you set up the Selector criteria, actions, and schedule for an Automation is to activate it. Even though you set a schedule, an Automation does not run until it is activated.
You must have Admin privileges or be assigned to a permission set with the required access to use Orchestration.
You have the Demandbase Orchestration solution.
You have created an Automation and defined the Selector criteria.
- From the left navigation bar, go to Orchestration > Automations.
- Click the name of an Automation and click the Scheduler tab.
- Click Activate.
- In the Activating Automation window, click Confirm to activate the Automation.
Demandbase activates the Automation and runs it at the scheduled date and time.
Tip: You must deactivate an Automation before you can make any changes. To deactivate an Automation, click Deactivate and click Confirm in the Deactivating Automation window.
After the scheduled run time, go to the History tab to see information about the completed actions for the Automation.