process automation specialist superbadge step 6
I'll do my best! {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - ChannelLogic: One condition must be true (OR)OPPORTUNITY.FINANCE_ACCOUNT_CREATION (EMAIL ALERTS): myRule_1_A1Inputs:SObjectRowId = {!myVariable_current.Id} (0061I000004AdF9QAK)Outputs:None.DECISION: myDecision2DECISION: myDecision5Executed this outcome: myRule_6Outcome conditions: and1. This blog consists of all four challenges of Approval Process Management include Set up . Thanks in advance. autofilled but you can change it to an easy one . You're amazing. High Value Residential This report includes: 1 filter, 1 grouping, and 1 summarized field. Create Initial Submission Actions (Field Update) => Set Opportunity Stage to Waiting Approval. I am unable to change it now since it is referenced in the PB. ACADEMIC & STUDENT SERVICES. did not produce the expected outcome., Challenge 5 i am getting an error like A new Opportunity with a prospecting stage for a Prospect account did not successfully create a Task for the Account owner with subject Send Marketing Materials. It will work. Thanks allot Deadman , I just wasted my 3hours to tackle the issue, but u came as a saviour. 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)? 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. 1. If you would like help, just leave a comment! It worked! CONTAINS The Robot Setup Day of the Week formula does not seem to be working properly. Remember that Salesforce calculates DateDiff in days, so I did 365*2 and it was happy with that. Run this rule if This value is empty. Randomly enough, you dont seem to need to tick this box as part of your approval process to pass the challenge, but in a real-life scenario, Im pretty sure I would cover that base. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. can you pleas help me in this, In challenge 2 Im getting error like Challenge Not yet complete heres whats wrong: IF Customer account: [Opportunity].Account.Type equals Customer - Direct[Opportunity].Account.Id is null falseAlert user via finance account creation form2. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Management process failed. Curious if you have seen this error.Regards, Hello- Yes I have seen this error before. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. Label = Number of won deals Can you double check that you emailed:rebecca@capstorm.com ? Create a process with the process builderOpportunity object with option created and updated. U have to create the robot setup object in step 3 and that only will be used here in create record. Save my name, email, and website in this browser for the next time I comment. I have created 3 approval processes: 1) Opportunity Stage is Negotiation Over 100k; 2) Automatically Approve Opportunities Stage = Awaiting Approval and Amount = 100k. Probably you missed to create Immediate Action Awaiting Approval, which is strictly required and given on instructional video. If you could share some details of what you have, I am happy to take a look. : Opportunity.Account Type = Prospect, Opportunity stage = prospectingand Opportunity.account id not equal to null, Node 3 Criteria. Admin ur content has helped me to understand various aspect of approval process and task. Error: Restforce::ErrorCode::MalformedQuery. Queue Name:Rainbow Sales ; AND Assembly System Sales. MOD(Date__c - DATE(1900, 1, 7), 7), Name ==> State Validation rule . {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review2. Flows are not my strong suite. This is probably the most simple step to be stuck on for days!Lets solve it to claim our badge super fast! Error ID: 1155961392-2800659 (157788690): [], Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. Im not sure what the error above is or why. Hi Trailhead Baby,Thanks for this awesome tips page. The "duh" question- probably not what is wrong! I actually got it. Regarding the AutoNumber field for this challenge, I created the field and forgot to tell it to start counting at 0; I told it to count from 1. Criteria : (Opportunity: Stage EQUALS Negotiation/Review)AND(Opportunity: Amount GREATER THAN 100000)SALES: Opportunity Needs Approval->Template. important case law for law enforcement. Email alert for a newly created opportunity. so check the criteria, This issue is not resolved would you plzz help me. I'm happy to help you though if you would share some details about your process. Like it and share it to help our #salesforceohana members. OR( Weve previously discussed Workflow vs. Basically if you have a flow with two screen components and a Record Lookup component and have that flow installed on a Lightning Record Page itll verify. It looks like you are almost there! Please try again. {!myVariable_current.Account.Id} (0011000001NUajWAAT) Is null false3. Here it Label = Last won deal date Is that correct? Please contact your system administrator for more information. Also- Make sure that the "evaluate next criteria" verbiage shows on the node above.And - Make sure the process is activated.Still stuck? Under Record Collection: Add New Resource Filterresult: Variable Type as below. Lead Country must be either US , USA or United State or it can be blank. (high school algebra 2). (You can also email screenshots) I'm happy to look at some screenshots via email, but I like to do as much posting here as possible in order to help others that may face the same issue. I am stuck on challenge 5 not quite sure what to do or how to proceed. You dont have to rebuild the whole automation in another tool. It it activated? Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. (LogOut/ : []"Below would be Process Builder but cannot paste here. That means the case numbers inform which day of a week Opportunity was closed, 0 for Monday, 1 for Tuesday and so on. Error ID: 1930596534-98280 (1684581515): []. 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. Many useful tips and guide. 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. 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. Create related Email Alert from search box for the templates above. UPPER(BillingCountry) =='United States', moment when you solve this tough challenge. Thank youI have sent the screenshots for the process and the first step in the flow (Prospecting). [Opportunity].StageName Equals Picklist Prospecting 3. Im facing one problem. success. I'm happy to look at your screen shots- send them to my mom's email: rebecca@capstorm.com I usually spend the weekend with my mom and dad, so I will probably not look at them until Monday. The email should be sent to "User: Integration User" from the current user's email address. Sharing is caring. hmmmm. And with Super Set credentials, showcase your expertise in a specific domain and take the next step towards landing a top job. Hi Trailhead Baby,I am still getting the same error message :(Not sure what is wrong. If a flow cant do what you need you or a developer can write Apex to do so. Give your Salesforce admin these details. your effort will be highly appreciated by fellow readers. Note: If you have trouble in creating process builder, comment the errors you are getting, so that I will guide you to process it. what do you mean not occur on the weekends? Make sure that you rule is Active before you validate this step. I made two dollars today! >>> Lead Assignment rule(search it in Quick Find Box) That will force criteria segregation between prospect accounts and existing customersWill give it a try.. BTW, the error message is quite generic.. any way one could dig down and get more details for such error messages ?Thanks. 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. According to the solution provided, if an opportunity is customer account type, then it will never go through the approval process. If you enter a billing state with 2 characters that means the condition automatically becomes false and this means the expression inside AND can never be True to throw the error even if the sates entered do not follow the US states criteria. IRL this wouldnt happen! Criteria for prospects accounts opportunity created:[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].AccountID Doesn't Equal Global Constant $GlobalConstantNull[Opportunity].Stage Equals Picklist Prospectingaction:Due Date Only = Today() +7Assigned To ID = Opportunity.Account.OwnerIdPriority = HighSubject = Send Marketing MaterialsRelated To ID = Opportunity.AccountId. Could you provide additional details? 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. Please contact your system administrator for more information. 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 based my formula on the formula field I created earlier (to calculate the day of the week). 000+ postings in Kallang and other big cities in Singapore. Hi Trailhead Baby,I have been trying to complete challenge 5 of Process Automation Super Badge. Hi Trailhead Baby!! Make sure to inactive other processes in Processes to avoid interference and activate your process builder: Help onSuperbadge Process Automation specialistStep 6? 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. System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist, System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist Otherwise, an email would be sent to finance every time you have an opportunity created or edited as long as the opportunity is associated with an account. Though in my view superbadges are more like test than learning modules. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. UPPER(ShippingCountry) =='United States', It looks good on a resume to be a contributor. Close. Related to ID Field Reference [Opportunity].IdDo you happen to have any idea what I am missing here? I will help you figure out each challenge and how to clear it. Don't forget to activate the process after changes are made! Another question I have is dont I need an automatic approval process for amounts less than 100K? After the first node, is the process set to "evaluate the next criteria"? Thank you in advance for your help! OR ( A recommendation: print the transcripts of the videos from the challenge requirements. Manager of Opportunity Owner for Approval; Lock Record and move stage to Awaiting Approval. Hello friends,I removed the post that contained a walk through of this step. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015j00000DbQUHAA3. Just open the debug logs and check. Cannot progress, I am stuck for 1 day and any help will be greatly appreciated !! Okay, I cleared the "Related to" field on the task creation action and now I'm getting this message: 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 know a lot of people have had this same problem but I've tried the solutions posted and I can't seem to make it work. I passed the Process Automation Specialist Superbadge on Salesforce Trailhead a couple of weeks ago and got very confused when it said Id also got a First Ascent flag.I genuinely had no idea what it meant until I put a message out on my company Chatter and they told me it was because Id got each challenge right the first time. 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. The issue- You should not be able to approve or reject the opportunity. I also got the same error.How did you rectified it. Would you mind sharing the formula that you are using to calculate the setup date? Create Names with related to appropriate sales team. : [StageName]. <> 2 || Thank you to all the guys involved in that Q&A. Salesforce Error ID: 1067837610-13774 (1684581515)Any assistance would be greatly appreciated. How to.resolve it please help.me. Complete the capstone assessment to earn the Approval Process Specialist Superbadge. Add the flow to the opportunity screen using app builder. If the problem continues, get in touch with your administrator with the error ID shown here and any other related details. did you got solution. Error ID: 177298165-18684 (373317706): []I've redone this challenge multiple times but keep getting this result. Create queues for your sales teams but thats obvious from the video. Unlocking the challenges and steps 1 to 4 were all right but for 24 h 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 played with trigger criteria and data fields on the action, following various suggestions from this thread, but the error is the same.I focused only on criteria and task fields and I feel that I tried all combinations. Note:- Roll-up summary fields can created on master side of master-detail relationship. There is an additional node with a separate immediate action that should come first. It means that wen salesforce tried to check the workability of your approval process, the record that shud have been submitted for approval, ie shud pass the criteria. Still stuck? Need help!! autofilled but you can change it to an easy one . First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Error: [] And My Validation rule isIF( ISPICKVAL( StageName , "Nagotiation/Review" ) ,AND( Amount> 100000 , Approved__c <>True ) ,IsClosed )Ovbiously it is incorrect but I don't know what should I do for this problem anymoreKiyomi. label -Day of the Week Yikes! The error message is this: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 MaterialsThis is what I have in criteria:[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].AccountID Doesn't Equal Global Constant $GlobalConstantNull[Opportunity].Stage Equals Picklist ProspectingIs there something wrong? May I ask a question, please? It is highly recommended to print the video transcripts, because there are a multitude of brief instructions that are easy to overlook while watching. Process automation specialist superbadge step 8. Have you:Created a user named Nushi Davoud & assigned him to be your manager? ISCHANGED( Name ) && ISPICKVAL(Type, Customer Channel), ISCHANGED( Name ) && ISPICKVAL(Type, Customer Direct ), 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: &, BillingCountry <> US && BillingCountry <> USA && BillingCountry <> United States && NOT( ISBLANK(BillingCountry ) ). stopTest (); //Contains schedule information for a scheduled job. 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'. if yes please share immediately. CASE(MOD([Opportunity].CloseDate + 180 DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). 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.
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