Overview
When a Production instance of Engage is restored to a Sandbox, the Power Automate flows in Production are still linked to the Sandbox environment with ‘webhooks’. Because this link exists, Production flows will be triggered by Sandbox data being updated. Microsoft is aware of this issue and they are currently working on a systemic fix.
Until then, after a Sandbox environment has been refreshed with a copy of Production, certain steps need to be performed in order to ensure Production Power Automate flows do not get triggered by Sandbox record updates. Here, we have described instructions for Winter 2019 and April 2020 Interim releases.
Note: If you have your own Power Automate flows, you will need to follow similar steps, based on the Common Data Service Connectors used.
Winter 2019 Release
Winter 2019 release uses the old Common Data Service connector. If your Sandbox refresh occurred with Winter 2019 release (Engage version 1.1.0.0), the following steps must be completed.
- Go to each of the Production environment Flows identified as ‘Affected by restore’ in the table below.
- Edit the flow. Change the Scope field to another value ex) from Organization to Business unit.
- Once the change has been made, click Save.
- Change the value back to the original value (Organization in this case), click Save.
- Move on to the next Flow.
This simple update to the Flow will remove the ‘webhooks’ from the Sandbox environment.
|
Winter 2019 (Engage ver. 1.1.0.0) |
|||
|
Solution |
Flow |
Affected by restore |
Resolution |
|
SalenticaEngage _Opportunity_Flows |
Lead to Contact - Address Creation |
Yes |
Update Production trigger |
|
SalenticaEngage _Opportunity_Flows |
Opportunity Won |
Yes |
Update Production trigger |
|
SalenticaEngage _ServiceLevel_Flows |
Contact - SSN - Copy Last 4 Digits |
Yes |
Update Production trigger |
|
SalenticaEngage _ServiceLevel_Flows |
Contact - Weekly Birthday List |
No |
Scheduled flows not affected |
|
SalenticaEngage _ServiceLevel_Flows |
Opportunity Service Level - Last Conversation Updated |
Yes |
Update Production trigger |
|
SalenticaEngage _ServiceLevel_Flows |
Opportunity Service Level - Last Email Updated |
Yes |
Update Production trigger |
|
SalenticaEngage _ServiceLevel_Flows |
Opportunity Service Level - Last Touch Date Updated |
Yes |
Update Production trigger |
|
SalenticaEngage _ServiceLevel_Flows |
Relationship Service Level - Last Conversation Updated |
Yes |
Update Production trigger |
|
SalenticaEngage _ServiceLevel_Flows |
Relationship Service Level - Last Email Updated |
Yes |
Update Production trigger |
|
SalenticaEngage _ServiceLevel_Flows |
Relationship Service Level - Last Review Updated |
Yes |
Update Production trigger |
|
SalenticaEngage _ServiceLevel_Flows |
Relationship Service Level - Last Touch Updated |
Yes |
Update Production trigger |
|
SalenticaEngage _ServiceLevel_Flows |
Relationship Service Level - Summary Notification |
No |
Scheduled flows not affected |
|
SalenticaEngage _TimeExpense_Flows |
Activity - Client Review Meeting Completion - Time/Expense - Relationship Health - Follow Up |
Yes |
Update Production trigger |
|
SalenticaEngage _TimeExpense_Flows |
Activity - Email Completion - Time/Expense |
Yes |
Update Production trigger |
|
SalenticaEngage _TimeExpense_Flows |
Activity - Meeting Note Completion - Time/Expense - Relationship Health - Follow Up |
Yes |
Update Production trigger |
|
SalenticaEngage _TimeExpense_Flows |
Activity - Phone Call Completion - Time/Expense - Relationship Health - Follow Up |
Yes |
Update Production trigger |
|
SalenticaEngage _TimeExpense_Flows |
Activity - Task Completion - Time/Expense |
Yes |
Update Production trigger |
|
SalenticaEngage _TimeExpense_Flows |
Time/Expense - Roll Up Calculations |
No |
Scheduled flows not affected |
|
SalenticaEngage _TimeExpense_Flows |
Time/Expense - Specify Date Range |
No |
Manual input flows not affected |
|
SalenticaEngage _TimeExpense_Flows |
Time/Expense Activity Completion - V2 |
No |
Child flow not affected as long as parent Activity flows are updated |
|
SalenticaEngage _TimeExpense_Flows |
TimeExpense - New Year - Clear Data |
No |
Scheduled flows not affected |
|
SalenticaEngage _TimeExpense_Flows |
TimeExpense_12Month _Overall_RollUp |
No |
Child flow not affected |
|
SalenticaEngage _TimeExpense_Flows |
TimeExpense _ChildFlow |
No |
Child flow not affected as long as parent Activity flows are updated |
|
SalenticaEngage _TimeExpense_Flows |
TimeExpense _YTD_RollUp |
No |
Child flow not affected |
April 2020 Interim Release
April 2020 Interim release uses the old Common Data Service connector. If your Sandbox refresh occurred with April 2020 Interim release (Engage version 1.1.0.0), the following steps must be completed. There are 4 Flows, that use the old Common Data Service connector due to Common Data Service current environment connector limitations.
Scenario 1 (New CDS Connector)
- Go to each of the Flows identified in the table below as ‘Affected by restore’, and if the resolution says Update connector in copied (Sandbox) instance, perform the following steps.
- Edit the flow in the Sandbox org. The flow will want to validate which Connector to use. Click Continue (should look similar to below).
- Once the change has been made, click Save.
- Move on to the next Flow.
Scenario 2 (Old CDS Connector)
If the resolution says Update Production trigger in the table below, perform the following steps.
- Edit the flow. Change the Scope field to another value ex) from Organization to Business unit.
- Once the change has been made, click Save.
- Change the value back to the original value (Organization in this case), click Save.
- Move on to the next Flow
|
April 2020 Interim Release (Updated Connectors - Engage ver. 1.2.0.0) |
|||
|
Solution |
Flow |
Affected by restore |
Resolution |
|
SalenticaEngage _Opportunity_Flows |
Lead to Contact - Address Creation |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngage _Opportunity_Flows |
Opportunity Won - Ver. 2 |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngage _ServiceLevel_Flows |
Contact - SSN - Copy Last 4 Digits |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngage _ServiceLevel_Flows |
Contact - Weekly Birthday List |
No |
Scheduled flows not affected |
|
SalenticaEngage _ServiceLevel_Flows |
Opportunity Service Level - Last Conversation Updated |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngage _ServiceLevel_Flows |
Opportunity Service Level - Last Email Updated |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngage _ServiceLevel_Flows |
Opportunity Service Level - Last Touch Date Updated |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngage _ServiceLevel_Flows |
Relationship Service Level - Last Conversation Updated |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngage _ServiceLevel_Flows |
Relationship Service Level - Last Email Updated |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngage _ServiceLevel_Flows |
Relationship Service Level - Last Review Updated |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngage _ServiceLevel_Flows |
Relationship Service Level - Last Touch Updated |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngage _ServiceLevel_Flows |
Relationship Service Level - Summary Notification |
No |
Scheduled flows not affected |
|
SalenticaEngage _ServiceLevel_Flows |
Distribution Channel Service Level - Last Conversation Updated |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngage _ServiceLevel_Flows |
Distribution Channel Service Level - Last Email Updated |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngage _ServiceLevel_Flows |
Distribution Channel Service Level - Last Touch Date Updated |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngage _ServiceLevel_Flows |
Distribution Team Service Level - Last Conversation Updated |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngage _ServiceLevel_Flows |
Distribution Team Service Level - Last Email Updated |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngage _ServiceLevel_Flows |
Distribution Team Service Level - Last Touch Date Updated |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngage _TimeExpense_Flows |
Activity - Client Review Meeting Completion - Time/Expense - Relationship Health - Follow Up |
Yes |
Update Production trigger |
|
SalenticaEngage _TimeExpense_Flows |
Activity - Email Completion - Time/Expense ver. 2 |
Yes |
Update connector in copied (Sandbox) instance - This flow uses CDS (Current Environment) for trigger, and old CDS Connectors for rest of flow due to limitations |
|
SalenticaEngage _TimeExpense_Flows |
Activity - Meeting Note Completion - Time/Expense - Relationship Health - Follow Up |
Yes |
Update Production trigger |
|
SalenticaEngage _TimeExpense_Flows |
Activity - Phone Call Completion - Time/Expense - Relationship Health - Follow Up |
Yes |
Update Production trigger |
|
SalenticaEngage _TimeExpense_Flows |
Activity - Task Completion - Time/Expense |
Yes |
Update Production trigger |
|
SalenticaEngage _TimeExpense_Flows |
Time/Expense - Roll Up Calculations |
No |
Scheduled flows not affected |
|
SalenticaEngage _TimeExpense_Flows |
Time/Expense - Roll Up Calculations - Asset Management |
No |
Scheduled flows not affected |
|
SalenticaEngage _TimeExpense_Flows |
Time/Expense - Specify Date Range |
No |
Manual input flows not affected |
|
SalenticaEngage _TimeExpense_Flows |
Time/Expense Activity Completion ver. 2 |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngage _TimeExpense_Flows |
TimeExpense - New Year - Clear Data |
No |
Scheduled flows not affected |
|
SalenticaEngage _TimeExpense_Flows |
TimeExpense - New Year - Clear Data - Asset Management |
No |
Scheduled flows not affected |
|
SalenticaEngage _TimeExpense_Flows |
TimeExpense_Record_Creation _Update_ChildFlow ver. 2 |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngage _TimeExpense_Flows |
TimeExpense_YTD_RollUp ver 2 |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngageAM _Rollup_Flows |
AM_Rollup_Advisor |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngageAM _Rollup_Flows |
AM_Rollup_DistributionChannel |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngageAM _Rollup_Flows |
AM_Rollup_DistributionTeam |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngageAM _Rollup_Flows |
AM_Rollup_Firm |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngageAM _Rollup_Flows |
AM_Rollup_Relationship |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngageAM _Rollup_Flows |
AM_Rollup_Strategy_Product |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngageAM _Rollup_Flows |
Product-Channel Metrics |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngageAM _Rollup_Flows |
Product-Team Metrics |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngageAM _Rollup_Flows |
Strategy-Team Metrics |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngageAM _Rollup_Flows |
Strategy-Channel Metrics |
Yes |
Update connector in copied (Sandbox) instance |
|
SalenticaEngageAM _Rollup_Flows |
Trigger_AggregationRecord_Rollup_AM |
No |
Scheduled flows not affected |
|
SalenticaEngageAM _Rollup_Flows |
Trigger_AllEntity_Rollup_AM |
No |
Scheduled flows not affected |
