process automation specialist superbadge step 6

The report is a beta feature.We welcome your feedback on IdeaExchange.Flow DetailsFlow Name: X5_Automation_oppType: WorkflowVersion: 4Status: ActiveFlow Interview DetailsInterview Label: X5_Automation_opp-4_InterviewLabelCurrent User: Henrique Ortiz (0051I000000LP7k)Start time: 12/6/2017 2:00 PMDuration: 0 secondsHow the Interview StartedHenrique Ortiz (0051I000000LP7k) started the flow interview.Some of this flow's variables were set when the interview started.myVariable_old = nullmyVariable_current = 0061I000004AdF9QAKASSIGNMENT: myVariable_waitStartTimeAssignment{!myVariable_waitStartTimeVariable} Equals {!Flow.CurrentDateTime}Result{!myVariable_waitStartTimeVariable} = "12/6/2017 2:00 PM"DECISION: myDecisionExecuted this outcome: myRule_1Outcome conditions: or1. Screenless Flow Specialist Superbadge . Many useful tips and guide. Awesome! Great!! Having 3+ years of working experience in Salesforce domain. 2) Process builder - Re-read the instructions for the 1st node. Business Administration Specialist Superbadge- 3 & 4, Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6. Have you:Created a user named Nushi Davoud & assigned him to be your manager? Hello Trailhead Baby,I getting the error: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. This one gets a bit trickier because she makes a subtle hint that you need to nest your Processes. Reconsider this one. Error ID: 1067837610-13774 (1684581515): [] I believe I tried all the options. It's saying the Send an email to the finance group process failed. In process builder check whether u select the stop button or execute the next I've read all postings related to this and went thru what I've but couldn't find the error. Thanks in advance. : There was an unhandled exception. Let's dig a bit deeper in to the process. Go to action on the last node where we set up robo record. assign the lead to -. >>> New, Rule Name: Although my problem is solved I'm still trying to understand. Not sure this is affecting the challenge. Any help much appreciated as could not figure out what is wrong, The second node and the "send marketing materials" step look good to me! Does your process look like the screenshots posted in the blog? 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. Concepts we use to complete this Superbadge: Important Pre-works before you start doing this Superbadge: These three are very important to avoid any error while doing challenges in the superbadge. Error ID: 2146461946-632512 (157788690): []. did not pass. Challenge-5 (Automate Opportunities)I am unable to get Robot setup as Record type to create a record. Thanks Trailhead Baby this was very helpful!!! I'm Sandeep Yadav. I will give it a try. your effort will be highly appreciated by fellow readers. Automate Opportunities | Process Automation Specialist Superbadge Is their anyway I can share my screen shots please? Create Flow for Opportunities. Lets solve this developer Superbadge Process Automation Specialist for the Level up challenge. Hi Abhi,I have not received the email yet. {!myVariable_current.Account.Id} (0011000001NUajWAAT) Is null false3. 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. Hint: Carefully read / listen to the 1st line of the "Automate Opportunities" video/transcript. "I'm going crazy, I have days doing this and I can not, can you help me? OR( - I do not know of a way to add conditions on task execution - When you choose to "create a record," you are limited to the fields within the specific object. : Opportunity.Account Type = customer and Opportunity.account id not equal to null, Node 2 Criteria. I guess this trailhead superbadge should also teach a way to avoid this, I mean, only creating a task when the stage is prospecting once, and not everytime it changes to prospecting. Yay! create master detail relationship with opportunity. Watching videos is easy these days than Tips for Passing the Process Automation Specialist Superbadge 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. Dear Trailhead Baby:)And greetings from Finland where lives Santa himself, so I'd propose you to be kind to me and help me sort it out what's my issue regarding Superbadge Process Automation #5. Start by adding a field to OpportunityApproval: Checkbox typeIdeally, the sales reps shouldnt be able to check that box and only system administrators like and sales managers should be able to check it. I actually got it. Step-1 : Validation rule on Lead to verify Country and State field. We couldn't find the record you're trying to access. - the triangle thing-) It's in the instructions, but sneaky! First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You need Manager Approval: []When I deactivated the process I got following error messageChallenge 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'.Here is the snapshot of what I have done. Good morning Trailhead Baby! As with all the reporting superbadges, it's important to take note of how the data is to be organised and sorted. Please help to overcome from the Problem. Make sure it is unique. if yes please share immediately. Error: Restforce::ErrorCode::MalformedQuery. All of them have to be inactive. On the error message, you could dig down within the developer console- frankly a bit beyond my admin skill set. Stuck on Superbadge Process Automation specialistStep 1? I have the Process builder set up corectly. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Create queues for your sales teams but thats obvious from the video. Im facing one problem. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. I have same error. You are missing a criteria3) Node 3 - 1 incorrect condition, Hai Trailhead Babyi getting Same Error i able to see task for account and i able to see robotsetup record for opportunitylet me know where i wrong, Hi I am getting below error: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. Is there a validation rule on the opportunity object? Create an lead assignment rule and make 2 rules entries and give order accordingly. Would you mind posting the error message? It worked! When I made mistakes, I simply reverted to the last saved version. This is not the issue, as an admin you can have assign/reject permission. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. I personally think a checkbox would be better and thats how Id do it in real life. Is it possible that the problem is somehow in previous steps (they passed the challenge, but maybe affect this step) ? Any help very much appreciated, Absolutely the same issue :(. Did you figure this out I am also getting the same error stuck on this challenge since 2 days. Thank you for sending the screenshots and the blog comment! I've been stuck on Challenge 5 for two days and keep getting: An Opportunity with the Stage 'Negotiation/Review' and the Amount greater than $100,000 was not successfully submitted for approval upon creation.I have a feeling my approval process is whack, so I was wondering if you could post up more details on your settings for that. I sent you an email with the detail Screen shots. Concepts we use to complete this Superbadge: Validations and Formulas Sales Process Process Builder Flow Important Pre-works before you start doing this Superbadge: Create a new Trailhead Playground for this superbadge. I double checked by approval criteria and my process according to your guidance and hints and was able to figure out what the errors were referencing and figured out how to pass the challenge. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. You know Santa! Error ID: 479743514-108618 (-370455525): [], Your email address will not be published. Determining various development & t. Make sure you have successfully logged in to your Hey there! ACADEMIC & STUDENT SERVICES. (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)))). {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. Forgetting to activate is an easy oops. Change the datatype for Day of the week field from TEXT to Formula (TEXT) and use the following the formula to get Day of the week, If Day of the week is Saturday , change [Robot_Setup__c].Date__c +2, If Day of the week is Saturday , change [Robot_Setup__c].Date__c +1. Error ID: 605963218-241434 (1684581515): []And this email error: Error Occurred: This approval request requires the next approver to be determined by the Manager field. Hi Trailhead Baby,I am still getting the same error message :(Not sure what is wrong. Criteria : (Opportunity: Stage EQUALS Negotiation/Review)AND(Opportunity: Amount GREATER THAN 100000)SALES: Opportunity Needs Approval->Template. Give your Salesforce admin these details. Curious if you have seen this error.Regards, Hello- Yes I have seen this error before. I will help you figure out each challenge and how to clear it. Time to move forward with step 5, 1. Hi! You can look up ExceptionCode values in the SOAP API Developer Guide. I would rather say read twice or thrice unless you are not clear with problem statement /requirement to every challenges of this superbadge, doing so, will give you a clear picture, Validation rule on Lead to verify Country and State field. Thank you in advance for your help! Search for Validation rule and create a new under Leads. ), validation rule name ==> country rule for shipping add I recommend printing the transcripts for the videos and reading the first paragraph under "Automate Opportunities." Many Git commands accept both tag and branch names, so creating this branch may cause unexpected behavior. barrina led lights The approval process is straightforward. Remember that Salesforce calculates DateDiff in days, so I did 365*2 and it was happy with that. 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? Doesnt matter if the flow actually works. Could you share the details of your process? Lead Country must be either US , USA or United State or it can be blank. Start a discussion in the forum to get straight-up answers, and avoid your query to be lost in the comment pile. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. I checked and everything is totally fine. Start a discussion in the forum to get straight-up answers, Dashboards in Salesforce | Creation and Detailed Know-How, Superbadge Apex Specialist Full Solutions, https://trailhead.salesforce.com/help?article=Installing-a-package-or-app-to-complete-a-Trailhead-challenge, Salesforce Certification Free Vouchers 2022, How to pass values and call a method from Parent-to-Child Lightning Aura Component. Follow all the steps and in Assigned to ID give Account Owner Id not Account ID. VF Page--- < , To redirect to another page which is saved in your organization, use the standard feature provided by Salesforce PageReference . . 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. This are the tasks that they ask to accomplish: But I did created this step in my process: The Opp fields being validated are Opp.Stage and Opp.Amount in the rows above. 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)? Complete the capstone assessment to earn the Approval Process Specialist Superbadge. My Flow had a couple of fast lookups in it to collect the products based on criteria, a decision, then a couple of screens. Showcase your mastery of business process automation without writing a line of code. Give your Salesforce admin these details. you should see Materials word carefully. schedule ( 'Warehouse Time To Schedule to Test' , scheduleTime, new WarehouseSyncSchedule ()); Test . You signed in with another tab or window. Yikes! My favorite daily process. Did you happen to email me as well? criteria. - criteria are met. Nothing, nothing is working. 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'.how to solve this error. Could not find an active Flow named Product Quick Search. Please check the configuration of the custom fields on the Account object. Please install the package first through app launcher or follow below link: Application Life cycle Management (ALM) - Application life cycle managementisan integrated system of people, processes, and tools that manages thelifecycle of anapplication or softwarefrom gathering requirements to delivery of the final product. Any luck here? Hi Rajendra,Happy to helpbut I will need some details. Did you create the email alert? If you are familiar with report and dashboards, this challenge should only take 30 or so minutes to complete. what do you mean not occur on the weekends? It will help the people those who want to complete the Superbadge. I fixed that by deactivating that validation.Then I got an 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. Trailhead Superbadge Series: Process Automation Specialist - Automate This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0010o00002GvZOaAAN. Process Automation Specialist - Challenge 6 - Salesforce Developer The formulas, rollup summaries, etc. Error: Restforce::ErrorCode::MalformedQuery. Hey there! 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. Need help!! I wont say any more than that, for fear of giving it away, but if youre stuck, feel free to tweet me @gemziebeth. Dont try to pass this superbadge using the slide deck alone, because youll be missing out on developing a key soft skill: listening. Please contact your system administrator for more information. Does your flow reference the approval process? formula ==>, NOT( Though would have to take it to the trailhead badge authors I ranted again, moved things around, tried again. How to.resolve it please help.me. Try putting the $$$ requirement into the approval process entry criteria. Are you able to share details of your process? have high-level requirements but the detailed solution is up to the person building the processes and doesn't follow step-by-step guidance. Process automation specialist superbadge step 7 jobs Send Welcome Packet Email, when the Opportunity is Closed Won. No description, website, or topics provided. This is one sales process, but youll need a record type. autofilled but you can change it to an easy one . Then I changed approver to a manager and I stopped receiving email alerts. This is probably the most simple step to be stuck on for days!Lets solve it to claim our badge super fast! It looks good on a resume to be a contributor. I'd check this first to see if you have any validation rules on the opportunity object. If a flow cant do what you need you or a developer can write Apex to do so. I also had to keep the volume on my laptop off while doing the challenge- just in case mom was listening in over the baby monitor. Odd! Process automation specialist superbadge step 8 I am facing this error : The Robot Setup Day of the Week formula does not seem to be working properly.I am unable to edit the Custom field 'Day of the Week' datatype to formula. Error ID: 2146461946-632512 (157788690)ok up ExceptionCode values in the SOAP API Developer Guide. I tried creating a new field but then this new field isnt showing in the Process builder when I lookup. Help on Superbadge Process Automation specialist Step 6. Supported process automation specialist superbadge step 1 : Opportunity Stage = Negotiation/Review and Opportunity Amount > 100,000, Node 4 Criteria. we all are done with preps. "Not sure if issue is with my process built or approval processThank you so much in advance! Glad you figured it out! Hello.Thank you so much for your prompt reply!I checked and realized that the criteria of Approval process was not enough and revised as below.Approval process Criteria: "Amount greater than $100,000" AND "Stage Equals Negotiation/Review"Process builder Criteria is also same as above.But still same error apears.Should I create a validation rule on the Opportunity object?Or issue is another condition?How do you think?I don't have or find an solving idea anymoreThanks, Kiyomi. unique email id will work fine. Select queue to Ask your administrator for help. for a specific picklist value you are showing/hiding a particular part of a VF Page. Create following fields with correct data type: Create Sales Process in Opportunity; thename should be. 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. Hi, Kumar! Lead Country must be either. I hate to give up, but I have now tired every formula, every process and combination of process (and my initial formula *should* have worked), Ive conducted my own tests and never get a Saturday or Sunday and I sitll get this error. UPPER(ShippingCountry) =='USA', I set the Stage = ClosedWon under Approval Steps. I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. It will work. Create 4 Roll Up Summary fields as below: Field 1: Label:Number of dealsSummary Type:COUNTSummarized Object:OpportunityFilter Criteria:None, Field 2: Label:Number of won dealsSummary Type:COUNTSummarized Object:OpportunityFilter Criteria:Stage EQUALS Closed Won, Field 3: Label:Last won deal dateSummary Type:MAXField to Aggregate:Opportunity: Close DateSummarized Object:OpportunityFilter Criteria:Stage EQUALS Closed Won, Field 4: Label:Amount of won dealsSummary Type:SUMField to Aggregate:Opportunity: AmountSummarized Object:OpportunityFilter Criteria:Stage EQUALS Closed Won, Field 5:Label:Deal win percentReturn Type:PercentDecimal Places: 2Formula:(Number_of_won_deals__c / Number_of_deals__c), Field 6:Label:Call for ServiceReturn Type:TextFormula:IF( DATE( YEAR(Last_won_deal_date__c)+2 , MONTH(Last_won_deal_date__c),DAY(Last_won_deal_date__c) ) <= TODAY(), Yes, No), Validation Rule 1 : Rule Name :US_Address (Anything). Criteria based on $ belong in the approval process only.- There are 2 entry criteria for the approval process. Create a process with process builder Opportunity object with option created and updated. Step 2 : Install the managed package. It is highly recommended to print the video transcripts, because there are a multitude of brief instructions that are easy to overlook while watching. Check out all badges on Top Trailblazers! Process automation specialist superbadge step 8. Same Error on Automate Account.. plz provide Any solution? First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, error: [Name]"Any ideas? Plus I know that in real life I may have thought, Christ, how do I do this without code and would have lit the Developer signal.