Manage Automations

Context

After you create Automations, you can take actions to manage them. You can favorite Automations or delete Automations you no longer need.

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.

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.

Steps

1. From the left navigation bar, go to  Orchestration > Automations.
2. From the Automations table, select the checkbox for one or more Automations.
3. Click Take Action and select one of the available options:
   • Activate: Select to activate the scheduled Automation. Demandbase requires you to confirm before activating the Automation.
     Important: You can only activate Automations that have a schedule set.
   • Deactivate: Select to deactivate the Automation. Demandbase requires you to confirm before deactivating the Automation.
   • Make Favorite: Select to add the Automation as a favorite.
     Tip: You can also click the Make Favorite (heart) icon next to the checkbox to favorite an Automation.
   • Unfavorite: Select to remove the Automation as a favorite.
   • Delete: Select to delete the Automation. Demandbase requires you to confirm before deleting the Automation.