Yay! the prospect approval process you created in approval process section is inactivate. Now it's working :)But I've caught a little problem with the next step - there are no such products in my Playground. Save and Activate the flow.Now search Lightning App BuilderAdd New page: Select Record Type Label: Product_Quick_SearchObject: OpportunityPick any templateAnd Drag and drop Flows from Left palette, select the flow we made and Save! This value is empty. That means the case numbers inform which day of a week Opportunity was closed, 0 for Monday, 1 for Tuesday and so on. He laughs when I poke his nose and tries to take toys out of my hand. In this part of challenge we need to setup Robot Setup Date. Odd! Would you mind sharing some details? Automate Opportunities | Process Automation Specialist Superbadge Hi Trailhead Baby,I am stuck at step five need your assistance , i am getting the below error:Challenge Not yet complete here's what's wrong: A new Opportunity with a 'Prospecting' stage for a 'Prospect' Account did not successfully create a Task for the Account owner with the Subject 'Send Marketing Materials'. This should help with ensuring that steps are not skipped.You will want to read two sections:1) Create Sales Process and Validate Opportunities2) Automate OpportunitiesIs your validation rule on the Opportunity object? Wondering for an easy solution. Search for an answer or ask a question of the zone or Customer Support. (OR( ISPICKVAL(Type, 'Customer - Direct'), ISPICKVAL(Type, 'Customer - Channel')). Test Scheduling logic Hi Rangers , Great going !!! Different Salesforce projects will have different project requirements, apps and tools but the only common thing in all of them are the steps of the ALM cycle which will remain constant throughout the development. I can surely b wrong. as your own manager-, LEN( State ) UPPER(BillingCountry) =='United States', If you check these things and are still having trouble, feel free to email screenshots to me. I am getting the same error. I am missing something but I cannot locate the issue since all the parameters and processes seem to be in a proper order. I passed this step. Please help me to solve my problem.An Error message is below. I would like to take a look at your approval process, validation rule, and the process itself. please help me. You are missing many of the instructions. Challenge-5 (Automate Opportunities)I am unable to get Robot setup as Record type to create a record. Assembly System Sales. type - formula (return type - text ) There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Click on the Reference: https://trailheadbaby.blogspot.com/2017/10/special-post-for-bcs-assistance-on.html There have been a lot of questions about this step, so I posted a walk through of the process. Glad you figured it out! This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type, #Salesforce Admin #Trailhead Challenges #Trailhead #Automation #Process AutomationSpecialistSuperbadge, Approval Process.2 failed.The approval request requires the next approver to be determined by the Manager field. billing specialist superbadge challenge 6. Please contact your system administrator for more information. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Issue with Superbadge Process Automation specialistStep 2? Hint: Carefully read / listen to the 1st line of the "Automate Opportunities" video/transcript. Opportunity account type, stage name, and the account id does not equal Null?Approval Process-* Is the >$100,000 entry criteria in the approval process (not in process builder)? Getting this error in 5th step ( Automate Opportunities) of Process Automation Specialist superbadge. Even the subject. Tried everything. Hi Kona, After giving it some considerable thought, I ended up creating a Process (1) to handle the emails to Finance (and the task), then invoking that in another Process (2) that runs based on Opportunity Stages. Assigned to ID- [Opportunity].Account.OwnerID is correct.I just posted a full walk through of this process specially for you. Close. Any idea how this can be accomplished ? Send Welcome Packet Email, when the Opportunity is Closed Won. Weve previously discussed Workflow vs. 12 . How were you able to get around this? >>> Lead Assignment rule(search it in Quick Find Box) So close! Why did i see Lead: Clone source only , didnt get Lead: Source ? Superbadge Process Automation Specialist - Full Solutions Clarification: the 2nd Approval Process above is Opportunity Stage = Awaiting Approval and Amount = 100k. rebecca@capstorm.com. I kept it to Null and wasted 2 days of time ;(, Challenge Not yet complete here's what's wrong: There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Breast Cancer at 29 REALLY?! I need your help. I've just completed the step. It will work. the 6th and final step to the Salesforce - Trailhead - Process Builder Specialist Superbadge! Thanks for driving me to write better and more , You havent done the process correctly retry with the approach above. (LogOut/ You can open dev console in a separate window and try running the process. Give your Salesforce admin these details. 2. I did the same. Let's get started. {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. Number_of_won_deals__c / Number_of_deals__c, f)Call for Service It will help the people those who want to complete the Superbadge. Did you email me? IF Deal is Negotiation[Opportunity].StageName equals Negotatiation/Review[Opportunity].Amount greater than 100 000Submit for Approval ((Opportunity: AmountGREATER OR EQUAL100000) AND (Opportunity: StageEQUALSNegotiation/Review) + Next Automated Approver Determined By Manager of Record Submitter)4. Hy Will, I can surely be wrong as I completed this in my initial days learning salesforce. I set up a new playground and tried to restart but I am still having the same issues. Scroll to the bottom and change your manager to be Nushi. I have a problem in 6 Automate Opportunities module. High Value Residential This report includes: 1 filter, 1 grouping, and 1 summarized field. Screenless Flow Specialist Superbadge . This superbadge is all about to test one's automation skill using superb automation tools which salesforceprovide. Time to move forward with step 5, 1. I am facing this error while checking my challenge Automate Oppotunities on Process Automation Specialist. * Finance needs to know about all opportunities, but marketing materials only need to be sent to a certain group of opportunities. Just update your process builder with single condition where it checks Opportunity as closed one, remove all your other 3 conditions. Including the step to "send marketing materials?". Great!! I need help with the Process Automation Superbadge Challenge # 5.Requirements : Automate OpportunitiesFollowing the business requirements, create a process to alert the finance group and create tasks for account owners at appropriate times during the sales process. No matter how I change my date formula for the Robot Setup process, I get: A Closed Won Opportunity did not successfully either create an Robot Setup record and if it did, then the Date__c was not 180 date from the Opportunity Close Date.My current formula looks like this (included comments): CASE( MOD([Opportunity].CloseDate - DATE(1900, 1, 7), 7), 0, [Opportunity].CloseDate + 1 + 180, /* Sun: CloseDate + 1 wknd day + 180 days */ 4, [Opportunity].CloseDate + 2 + 180, /* Thurs: CloseDate + 2 wknd days + 180 days */ 5, [Opportunity].CloseDate + 2 + 180, /* Fri: CloseDate + 2 wknd days + 180 days */ 6, [Opportunity].CloseDate + 2 + 180, /* Sat: CloseDate + 2 wknd days + 180 days */ [Opportunity].CloseDate + 180 /* Default (Mon/Tue/Wed): CreatedDate + 180 days */)I am getting an email alert that an opportunity needs my approval.Would you mind taking a look? 1. Are you referencing the "send marketing materials" step? It's worth notifying that case 0 means Sunday, not Monday, and the solution may require an additional day to skip weekends. Challenge Not yet complete here's what's wrong: There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. I took a look at the screenshots and emailed a few hints! It's a tricky formula, but I'll get you started: CASE(MOD([Opportunity].CloseDateThis thread on the developer community should point you in the right direction:https://developer.salesforce.com/forums/?id=906F00000008vlZIAQ, Hello, I keep seeing this error message: A Closed Won Opportunity did not successfully either create an Robot Setup record and if it did, then the Date__c was not 180 date from the Opportunity Close Date.When I set field values for the new robot setup record I have opportunity as a field reference to Opportunity ID and a formula for the Date that is close date plus 180. And it takes care of the process thereby. Chapter 10, Salesforce Certified Data Architecture & Management Designer Exam Tips, Learn Salesforce with Gemma Homework and Recordings, Introduction: Learn Salesforce from Scratch Totally Free, A Flow to conditionally collect data and display in a screen, Adding a flow component to your Lightning record page, Spin up a new trailhead playground you need the data, but you can get away with adding a few records yourself. Because in my case i have written only Material and not Materials so it throws error. Appu is correct, if we enter any 2 letter state code which is not a part of US, for example, TT then it should through error but using the above validation rule it doesnt throw any error because if we enter any two letters then the condition LEN(State) > 2 becomes false and in AND it wont check next condition i.e. The issue was in validation rules. My Flow had a couple of fast lookups in it to collect the products based on criteria, a decision, then a couple of screens. Manager Reject -> Stage = Negotiation / Review and Unlock Record. If so, would you email a few screenshots of your process to my mom's email- rebecca@capstorm.com? startTest (); Test . Hi TrailHead BabyI getting Same ErrorChallenge Not yet complete here's what's wrong: There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Confused? Challenge-6 (Create Flow for Opportunities), How to show or hide a particular section of Visualforce Page dependent upon picklistfield value, How to redirect to another Vf page after saving a record. When you start a create a new report, simply click to start with a clean screen. Report Modifications: Sales Two words: Filter Logic Support If you get this errortry stacking to 100% and make sure that you have a "horizontal" style chart. The issue- You should not be able to approve or reject the opportunity. ("manager" is the correct approver). (I doubt 2nd criteria)When it comes to Task itself the only field I can't validate against yours in snapshot is Assigned to and there I have (like above already someone asked and you confirmed):[Opportunity].Account.OwnerID. Maybe this thing recorrection solves your problem. Change). {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct3. Label = Number of deals 3, "Wednesday", First exception on row 0; first error: REQUIRED_FIELD_MISSING, Required fields are missing: [Discount_Percent__c]: [Discount_Percent__c], Hey megha pls check if u r missing to enter data on the discount percentage field. If you are a new Trailhead Baby fan, all you need to know is that I'm a regular baby by day but a daring Trailblazer by night. Your process looks perfect. Navigated to process builder and unable to find field opportunity.account.type and all. : Opportunity.Account Type = Prospect, Opportunity stage = prospectingand Opportunity.account id not equal to null, Node 3 Criteria. Its only what a client would say in a real-life consulting environment. Hi Trailhead Baby,I've tried everything I can to rework the error I'm receiving for step5, "Challenge Not yet complete here's what's wrong:An Opportunity with the Stage 'Negotiation/Review' and the Amountgreater than $100,000 was not successfully submitted for approval uponcreation. ) I do not see an obvious issue in what you sent.but details would be helpful, This is my error, where did I go wrong:Challenge Not yet complete here's what's wrong: There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Steps-2 : Create Two Queues 1. Time investment starts from about five hours for the superbadge itself and can extend . How about this- before you give up email a few screenshots of your process to me: rebecca@capstorm.com & I'll take a look. You wont need to go as far as deactivating any irrelevant Opportunity stages-just add the ones you need to the record type and leave the rest behind. Hi Still getting the error after all the tries..Here are my rules..Please help[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].AccountID Doesn't Equal Global Constant $GlobalConstantNull[Opportunity].Stage Equals Picklist Prospectingand for the immediate actions i have done it exactly as we have in screen shot published above.Please help. There is also a slide deck that came in useful. Add New Resource Looptxt1 : Variable Type as below. Create Sales Process and Validate OpportunitiesCreate a sales process with the required stages and name it RB Robotics Sales Process. Could you send a few screenshots to my mom's email: rebecca@capstorm.com or tag her in them on the Salesforce Success Community @RebeccaGray ? First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. The way I tackle these is to think the process through If a deal enters the negotiation / review stage, the deal must be approved.Only deals that are over $100,000 qualify unless they have already been approved.The way that your's reads-If an opportunity is in the negotiation / review stage with an amount over $100,000 and is approved IsClosed? Dont try to pass this superbadge using the slide deck alone, because youll be missing out on developing a key soft skill: listening. Label = Last won deal date this error occurred when the flow tried to create records: field_integrity_exception: assigned to id: id value of incorrect type: 0015j00000bqxgjaag. A PageReference is a reference to an instantiation of a page. Both of the validation rules on the Opportunity and Account objects were giving me trouble so I made them inactive. (Hint: Remember to click on the "stop" button at the end of each node to change it to "evaluate the next criteria" until you hit the final node.). First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You can't change value for customer's channel: []And in a process builder, the first criteria looks like this:[Opportunity].StageNaem Equals Picklist Prospecting[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].Accdount.Id Does not equal Global Constant $GlobalConstant.Null$and the immediate actions are:Task- Due Date Only Formula- Assigned to ID Field Reference [Opportunity] Accoutn.Owner.ID- Priority Picklist High- Status Picklist High- Subject String Sent Marketing Materials - Related To ID Field Reference [Opportunity].IdWhen I delete the third condition in the first criteria, the error message is changed:A new Opportunity with a 'Prospecting' stage for a 'Prospect' Account did not successfully create a Task for the Account owner with the Subject 'Send Marketing Materials'.Where did I make a mistake?Thank you in advance! First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, The close date must be today or later: [], challenge not yet complete heres whats wrong: there was an unexpected error in your org which is preventing this assessment check from completing: system.dmlexception: insert failed. Max Score. In superbadge challenge Account Automate i got below error, Error: Field BillingState does not exist. * Have you set your own approver? Node 3- Revise criteria. May I ask a question, please? Without deleting that, I wasn't able to pass. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Tips on passing the Process Automation Specialist Superbadge on Hi! Process automation specialist superbadge step 8 Hi Abhi,I have not received the email yet. Assigned to ID Field Reference [Opportunity].Account.OwnerId 3. Sg efter jobs der relaterer sig til Process automation specialist superbadge step 3 day of the week, eller anst p verdens strste freelance-markedsplads med 22m+ jobs. . But formula above does not work. important case law for law enforcement. Notify the opportunity owner when an opportunity is approved or rejected.Use the Finance: Account Creation, SALES: Opportunity Needs Approval, and Sales: Opportunity Approval Status Email templates included in the unmanaged package for your processes. reading, but what if you just have to follow the steps for a challenge , Isn't "I'm going crazy, I have days doing this and I can not, can you help me? It worked finally!! Not able to see Robot Setup object in Record type drop down list for node 4 in challenge 5. Check that may be another process is also in active. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Management process failed. I actually got it. Also, is there some sort of tutoring available or someone to chat with regarding questions on these challenges? stopTest (); //Contains schedule information for a scheduled job. I hope this made sense! OR ( Step 2. Create a record type named RB Robotics Process RT. Though in my view superbadges are more like test than learning modules. Criteria based on $ belong in the approval process only.- There are 2 entry criteria for the approval process. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation, HOw to: WordPress MultiSite with Multi TOP level Domain (TLD), Maintain Your Pardot Specialist Certification for Spring 19, Maintain Your Marketing Cloud Email Specialist Certification for Spring 19, Platform Developer CErtification I Learn Whats New for Platform Developers in Spring 19, PLATFORM DEVELOPER I Certification Maintenance Work with the New Apex Security Settings (Spring 19). I am unable to get Robot setup option in create a Record. Thanks all - I figured out what I did incorrect. Reports Accounts by Market To create the "Market" row grouping, use a bucket field. (Just post the details as a reply). An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Lead Country must be either. Please refer to the step again. When you are selecting the field:Opportunity is the starting object.Click on the drop down- and scroll down.The items with a ">" next to them will expand to related fields.Scroll down past the ">" options, and you will see the fields directly related to the opportunity object including OpportunityID. HiI have done the configuration for Approval Process/Process Builder but when I am executing the challenge, I getting below error.Challenge Not yet complete here's what's wrong:An Opportunity with the Stage 'Negotiation/Review' and the Amount greater than $100,000 was not rejected successfully by your manager or the Opportunity Stage was not updated to 'Negotiation/Review'. Appreciate your inputs. Give your Salesforce admin these details. for a specific picklist value you are showing/hiding a particular part of a VF Page. CONTAINS I watched one video at a time, jotting down my key requirements as I listened, I also paused the video a few times to get the naming conventions I needed to configure, Listen very carefully; she gives directions at some points in quite a subtle way, Watch your Flow type auto-launched flow isnt the right one. You have June 26, 2001.3) Robot Setup Record- Read the instructions carefully and note the "date" requirement. (Too much work for me!) Apex but theres another automation tool Admins should have in their tool belts as well called Flows. I set the Stage = ClosedWon under Approval Steps. Before discussing the solution let me show you a diagram of a Process Flow at a high level. Give your Salesforce admin these details. . Issue with Step 4 Superbadge process automation specialist? Thanks in advance for your help! Automate Opportunities - Detailed stepsAll formulae are available in the below links https://salesforcehandle.com/superbadge-process-automation-specialist-he. (Not a specific person). Check spelling., Even after updating BillingState in object records also same error come and also refreshed website, I got the answer ..wrongly done under Opportunity ..We need to do under Account this challenge has to be done, hi my problem is same can you please help me out how you solve Automate Opportunities, For the Last Step i just used this formula I request people the same. I created some products myself when I realised I hadnt actually followed the rules and created a new trailhead playground for this task; I was using my own org. I'm happy to help you though if you would share some details about your process. {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. (NOT(AND(LEN(State) = 2,(CONTAINS(AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:WA:WV:WI:WY, State )))), NOT(OR(Country =US,Country =USA,Country =United States, ISBLANK(Country)))). Based on LeadSource value lead should be assign to correct sales team (Queue). If you would email a few screenshots, I am happy to take a look at them. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Good evening!I've got some problems with Challenge Not yet complete here's what's wrong: There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, Give Related to ID also. I am getting an error for the fifth superbadge task.Challenge Not yet complete here's what's wrong: There was an unexpected error in your org which is preventing this assessment check from completing: System.NullPointerException: Argument cannot be null.Kindly help me out with this. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. Thank you for any help! If the problem continues, get in touch with your administrator with the error ID shown here and any other related details. Also if this was a real use case, I would also want to trigger the approval flow for opportunities that are in stage Negotiations already, but have the Amount changed to a number >100k right? Create following fields with correct data type: Create Sales Process in Opportunity; thename should be. & tnx buddy once again for your solution. // This object is available in API version 17.0 and later. Is your process activated?Is the process set up to "evaluate the next criteria"?More likely - Is the robot setup record being related back to the initial opportunity?What criteria do you have within the "closed won" node?There should only be 1. Home I personally think a checkbox would be better and thats how Id do it in real life. This blog consists of all four challenges of Approval Process Management include Set up . Salesforce Error ID: 1067837610-13774 (1684581515)Any assistance would be greatly appreciated. Flows while purely a declarative tool sit between Process Builder and Apex. I'm happy to take a look if you could comment with what you have. Formula ==> AND(!ISBLANK( State ), LEN( State ) != 2), Step 4 : Create 2 queue This one is quite straightforward; the same validation rule requirements apply for Accounts as for Leads; there is an additional validation rule to do and youll build a formula field. Could you share the details of your process? Process Automation Specialist Superbadge - Blogger I am getting the below error while checking challenge. Hi Daria- Could you share some details here in the comments? Good evening!I've got some problems with Challenge Not yet complete here's what's wrong: There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Thanks Trailhead Baby. Web. GitHub - alinechan/Superbadge-Process-Automation-Specialist Superbadge . One of those stages needs to call your other Process (1). I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. I have completed my Superbadge, I also got the same error.How did you rectified it. Not sure where to go next, This afternoon, I added a genius wig in an attempt to look a little older and more experienced. type = rollup summary ( on opportunity function Max aggreate field-close date criteria- stage=close won), e)Deal win percent Start a discussion in the forum to get straight-up answers, and avoid your query to be lost in the comment pile. There was an unexpected error in your org which is preventing this assessment check from completing: System.NullPointerException: Argument cannot be null.got the approval mail when i click the oppurtunity got this :Looks like there's a problem.Unfortunately, there was a problem. In this example, I am going to explain that how to show/hide a particular section of Vf Page that depends on a picklist field value i.e. When the Opportunity was closed won, It did created the Robot Setup Record. 2) For the task: The due date formula is missing from your comment.
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