Context
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.
Tip: If you need to update your selector criteria or actions for a live Automation, you must first deactivate it. Be sure to activate the Automation after saving your changes to resume syncing.
Important: If you delete a user that created activated Automations, Demandbase deactivates them and you must reactivate them manually.
Prerequisites/Preparation
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.
Steps
-
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.
Outcome
Demandbase activates the Automation and runs it at the scheduled date and time.
Next Steps
After the scheduled run time, go to the History tab to see information about the completed actions for the Automation.