Process Automation Specialist: Automate Opportunities Requirements: New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect. Node 1- Tweak quite a bit. I am getting the same error. Error Message: You can not save a new account unless the shipping and billing state fields are valid US state abbreviations, and the country field is either blank or US, USA, or United States. I appreciate your help and hints along the way to get me back on track with the challenge.Thank you! Because in my case i have written only Material and not Materials so it throws error. I tried so many times but I dont know where I did wrong . Salesforce MPBSalesforce Trail head Super badges Process Automation Specialist Is video mai hum dekhenge ki kese hum Process Automation Specialist ka. Help on Superbadge Process Automation specialistStep 3? Action for Node 3: ApprovalsChoose the one we created for the opportunity here. Ronak SFDC Process automation specialist Superbadge feedback (Step 6) Hi All, I was stuck on step 6 of the Process Automation Specialist SuperBadge for hours, and wanted to post some help for others who may be going through what I went through. Share and grow together..!For more, we always have the back of the community and you can drop me a comment if it helps! Please contact your system administrator for more information. Give your Salesforce admin these details. First- probably a silly question. <> 2 || Not sure what it means. You are a life saver. : []And I also receive a email with the flow erro:Error element myRule_6_A1 (FlowActionCall).No applicable approval process was found. CASE(MOD([Opportunity].CloseDate + 180 DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). Thank you for your Blog, Your information is always extremely helpful!!! As with all the reporting superbadges, it's important to take note of how the data is to be organised and sorted. How were you able to get around this? I got confused between SObject Variables and SObject Collection Variables, but I got it in the end by assigning my data to an SObject Collection Variable. I have tried few changes as recommended in this thread but no avail. Still stuck at the same point even though applying the hints from here and further forums. 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. I'm Sandeep Yadav. You can try it out yourself by entering a shipping state like TT which should throw the error but it wont. Hi,The formula that I have used is as below:CASE(MOD(([Opportunity].CloseDate) - DATE(1900, 1, 7), 7),0, ([Opportunity].CloseDate) + 180 + FLOOR((180-1)/5)*2,1, ([Opportunity].CloseDate) + 180 + FLOOR((180)/5)*2,2, ([Opportunity].CloseDate) + 180 + FLOOR((180+1)/5)*2,3, ([Opportunity].CloseDate) + 180 + FLOOR((180+2)/5)*2,4, ([Opportunity].CloseDate) + 180 + FLOOR((180+3)/5)*2,5, ([Opportunity].CloseDate) + 180 + CEILING((180)/5)*2,6, ([Opportunity].CloseDate) - IF(180>0,1,0) + 180 + CEILING((180)/5)*2,null), Close! Hi Trailhead Baby,Both points mentioned by you are correctly set.Also the record is getting created with right Date value and linked to parent Oppty. 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. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. I must have read through it more than a dozen times already, I am still getting the same 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'. a) Number of deals=> Hint: You will need a total of 4 nodes for this process (the blue diamond shaped bits.). Complete the capstone assessment to earn the Approval Process Specialist Superbadge. Need help with specific errors? Thank you for sending the screenshots and the blog comment! [Opportunity].StageName Equals Picklist Prospecting 3. in step first when im writing formula (Opportunity: Stage EQUALS Negotiation/REview) AND (Opportunuty: Amount GREATER THAN 100000) its showing Error: Syntax error. Yes can you explain what you mean by own manager set up in the profile? Check out all badges on Top Trailblazers! AutoNumber field - ROBOT SETUP-{0000}, c)Day of the Week Still stuck? Including the step to "send marketing materials?". It also removed the approval steps from Process Builder and highlighted with s the prerequisite items to building my process. To solve the above business use case we will modify the Screen Flow Created for this article. Try putting the $$$ requirement into the approval process entry criteria. Formula==> object: From available objects, add Lead in the selected objects. I enjoy playing on Trailhead, taking long walks with mommy, watching the Florida Gators with daddy, and chasing my two dogs. OK I will send you a detail email with screen shots. : []What I am getting from this error message It has something to do with my validation rule but I deactivate my validation rule I still got the error. Complete the capstone assessment to earn the Process Automation Specialist Superbadge. Hi again,This was actually my second node. Hi Trailhead Baby,I am still getting the same error message :(Not sure what is wrong. Same Error on Automate Account.. plz provide Any solution? Error ID: 1930596534-98280 (1684581515): []. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. Need help!! You can look up ExceptionCode values in the SOAP API Developer Guide. 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. High Value Residential This report includes: 1 filter, 1 grouping, and 1 summarized field. An unhandled fault has occurred in this flow Shipping and Billing Country must be either. Let's dig a bit deeper in to the process. 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. Trailhead SuperbadgeSeries: Process Automation Specialist Part 5, Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation. I am stuck with the same 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'.I have checked the criteria and data fields on the task. Wondering for an easy solution. Label = Number of won deals Try something like this: CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180), This formula below is not working for me either - same 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. Automate record creation using Apex triggers 2. rev 2021.2.24.38653. NOT(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(Country ="US" Give your Salesforce admin these details. Flows while purely a declarative tool sit between Process Builder and Apex. Im not getting a option for RB Robotics templetes in lookup. Have you walked through each step of the process like a end user to make sure that it works? Clarification: Approval Process 2 is Opportunity Stage = Awaiting Approval and Amount= 100k. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Cannot change Account Name if Type is Customer Direct, Channel: [Name]. Message: MALFORMED_QUERY: When retrieving results with Metadata or FullName fields, the query qualifications must specify no more than one row for retrieval. fj40 ls swap. Superbadge . - 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. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Related To ID: id value of incorrect type: 0054P000009KkqWQAS. (There should be one with approval, one with rejection, and one with "awaiting approval")- The awaiting approval field update is the most commonly missed.If you are still a little stuck after looking at these things, feel free to email me a few screenshots or a video walk through of your process builder / approval process. 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! Everything looks the same. (Integration User), Create an approval process with entry criteria as followed :-, Email Template :- SALES: Opportunity Needs Approval. get ahead. Please help, The setup record should not occur on a weekend CloseDate+180 does not exclude weekends.This thread from the developer community should help:https://developer.salesforce.com/forums/?id=906F00000008vlZIAQ. Y, Superbadge Process Automation Specialist - Full Solutions, System.DmlException: Insert failed. There was an unhandled exception. I can surely b wrong. 2, "Tuesday", There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. On the 3rd node, the Opportunity Stage negotiation/review should cause the approval process to fire. Reconsider this one. Please contact your administrator for more information. I will help you figure out each challenge and how to clear it. please help me. Create Setup Record and Setup Date = 180 days + close date. {!myVariable_current.Amount} (101 000) Greater than 100 000Logic: All conditions must be true (AND)SUBMIT FOR APPROVAL: myRule_6_A1Inputs:objectId = {!myVariable_current.Id} (00610000019ZX5IAAW)comment = nullprocessDefinitionNameOrId = Approval_for_DealsskipEntryCriteria = falseError Occurred: This approval request requires the next approver to be determined by the Manager field. ) Try removing the "status" criteria. The Day of the Week should not fall on Saturday or Sunday. Under Record Collection: Add New Resource Filterresult: Variable Type as below. I dnt know where I am wrong. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. It may have been deleted by another user, or there may have been a system error. Thanks for the quick response, I still having some issues with the formula for the 180 days after the Close Date. i.e. I have the Process builder set up corectly. UPPER(ShippingCountry) =='' UPPER(BillingCountry) =='US', Please try again. If the error persists, please share some details of your approval process. Time investment starts from about five hours for the superbadge itself and can extend . Waw, what a dedication--both in terms of the superbadges and answering all of those questions! OR ( The conditions for "which record" triggers the criteria are specified within the node. When the Opportunity was closed won, It did created the Robot Setup Record. This field:Establishes a hierarchical relationship, preventing you from selecting a user that directly or indirectly reports to itself.Allows Chatter to recommend people and records to follow based on your org's reporting structure.This field is especially useful for creating hierarchical workflow rules and approval processes without creating more hierarchy fields.Should fix the issue :), Hello, I am stuck on this error followed by an email : 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. Would you mind sharing the formula that you are using to calculate the setup date? Can you help me to find out the reason for this 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. Search for Validation rule and create a new under Leads. You will get logs populated. 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. label - Robot Setup Thank you for your prompt reply! So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. And it takes care of the process thereby. Leave a comment for the Trailhead Baby! Why did i see Lead: Clone source only , didnt get Lead: Source ? Many thanks again! Clone this Process. 2) My first node focuses on two types of current customers and the prospects. I kept getting this message: To continue the process after evaluating this criteria, define the next criteria node. Error ID: 1067837610-13774 (1684581515): [] I believe I tried all the options. You are missing one condition.2) Look at your "create a prospect" task. Add Record Button from the Input as below:Label: Product TypeData Type: TextRequired: CheckUnder Choices: Add new resource Type: Choice Create three choices as below for RainbowBot, CloudyBot, and Assemble Systems. Delete all other pages. This is probably the most simple step to be stuck on for days!Lets solve it to claim our badge super fast! Create Flow for Opportunities. Hi Bareera,I emailed some suggestions. ), validation rule Name ==> State Validation rule for billing add This error i get while validating 5 step. Rainbow Sales. My entire flow seems to work but not when creating a new >100k opportunity in the Negotiations stage. It is something smart to have in a real-life process anyway! 2020. Thanks for this! Finally we are ready to verify the challenge !!! Challenge 4: Create Sales Process and Validate Opportunities, Challenge 6: Create Flow for Opportunities. 1. >>> Queue (search it in Quick Find Box) >>> New, Queue Name: will Hi Trailhead Baby,After being stuck in sept 5 for 4 weeks, I found your blog and read your post and replies.I tried to follow your instructions and now I faced a new error message in Step 5.May I send you an email to ask for your help, if possible?Thank you in advance! I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. Executive Report Tips: SolarBot Loyalty Revenue This report is tricky, but I don't want to give away the solution! Prerequisite: Make sure you have successfully logged in to your Regarding step 5, if you change the stage of the opportunity and change back to prospecting, another task Send marketing materials would be created. 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. Create an lead assignment rule and make 2 rules entries and give order accordingly. . 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. Criteria : (Opportunity: Stage EQUALS Negotiation/Review)AND(Opportunity: Amount GREATER THAN 100000)SALES: Opportunity Needs Approval->Template. Hi Trailhead BabyI stucked at challenge 5- Automate OpportunitiesIgetting error while Process Builder is deactivating 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'.I getting Error while activated Process BuilderChallenge 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. Alias: will be My brother has started to play with me! I also got the same error.How did you rectified it. Error Message: Process Automation Specialist Challenge 5 How To Make Process Builder Demo Super Badge Hindi Youtube. Give your Salesforce admin these details. 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. Opportunity Stage = Prospecting and Account Type = Prospect, Your Process Builder Step should look like below, Opportunity Amount > 100k and Stage is Negotiation, Opportunity Closed Won and Create Record in Robot Setup Object, Challenge Not yet complete heres whats wrong: Process Automation Specialist Superbadge - 5 - Blogger Make sure it's "active." I am unable to change it now since it is referenced in the PB. It looks like you are almost there! be auto filled as Rainbow_Sales. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. Create a custom object Robot Setup with a Master-Detail relationship to the opportunity include Autonumber the record name, starting with 0 using name format: ROBOT SETUP-{0000}. Label = Last won deal date Missing ) . This example explains the process of redirecting to another VF Page when you save an account record. Give your Salesforce admin these details. Requesting admin to make update in your last question formula. 6, "Saturday", "Error"), step 3: I added a Flow component to the Opportunitys lightning record page and passed the Opportunity ID in as the initial variable. Thanks Trailhead Baby. The approval process should be selected to automatically push the approval to the manager. Could you please share? When she said she wanted a widget, thats when I swore out loud. Please help. Is the criteria for this action group solely based upon the Opportunity Stage Name? There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. your effort will be highly appreciated by fellow readers. Name ==> State Validation rule Someone pls help, Hi When you start a create a new report, simply click to start with a clean screen. I'll need the information for the node and the immediate actions. Also, Click on the Opportunity field STAGE and add a picklist value as Awaiting Approval, Next, create a sales process under opportunities by searching the sales process in the Search box.
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process automation specialist superbadge step 6