AutoNumber field - ROBOT SETUP-{0000}, c)Day of the Week My formula field throws Error: Syntax error.Extra Amount for the following Assembly System Sales. Process automation specialist step 6 flow builder. ISPICKVAL( Type , 'Customer - Channel') Process Automation Specialist. Search in quick box and select lead as object and create the below queues. Click on the Stuck on Step 5 of Process Automation Specialist? In fact Process Builder and Flows are both built on the same Salesforce feature called Lightning Flow. As matter of fact, I had to delete a validation rule for customer stage field and passed. Hi Trailhead BabyI am at a loss, I have checked, double checked my process builder, and the create Marketing Material Task is not working.Hoping you can give me a hand with this.Criteria:Opportunity.Account.Type Equals Picklist ProspectOpportunity.StageName Equals Picklist ProspectingOpportunity.AccountID Does not equal NullCreate a Record:Record Type: TaskDue Date Only: TODAY() + 7Assigned TO ID: Opportunity.Account.OwnerIDPriority: HighStatus: Not StartedSubject: Send Marketing MaterialsRelated to ID: Opporunity.IDThanks :). Process automation specialist superbadge step 8. If you check these things and are still having trouble, feel free to email screenshots to me. If you could share some details of what you have, I am happy to take a look. 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). A magnifying glass. Although my problem is solved I'm still trying to understand. On the trailhead community profile as well as on the Resume! I've just completed the step. Message: MALFORMED_QUERY: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Cs08EAAR. {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. THANK YOU so much! Is there a cache or something somewhere that has to be cleared for new processes to work? 0, "Sunday", This error keeps coming back : 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 got an email with information that there's 'No Applicable Approval Process', but I have assigned Nushi Davoud for both my approval processes. I need your help. IF(OR(TODAY() - 730 > Last_Won_Deal_Date__c,TODAY() + 730 < Last_Won_Deal_Date__c) ,'Yes','No'), step 1: create object robot setup Hi Trailhead Baby!! I took a look at the screenshots and emailed a few hints! Having 3+ years of working experience in Salesforce domain. I do not know what a " status picklist" is - Get rid of this criteria. Try to disable the validation rule then run the check again. You can look up ExceptionCode values in the SOAP API Developer Guide. You need only 1 Lightning page for Opportunities. Curious if you have seen this error.Regards, Hello- Yes I have seen this error before. I have not encountered that error, but I'm happy to take a look at what you have! Good morning Trailhead Baby! I keep getting this error with the process automation superbadge. 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. (She's the Rebecca Gray that is a user group leader and has 102 Trailhead badges. This value is empty. 7788cb3 . Though in my view superbadges are more like test than learning modules. If a flow cant do what you need you or a developer can write Apex to do so. Automation Champion Approach I-do. This one is around updating the date on your Robot Setup records if the original setup date falls on a weekend. Error ID: 1196242369-26704 (1684581515): []Hear My criteria ISOpportunity.Account.Type Equals Picklist ProspectOpportunity.StageName Equals Picklist Prospecting [Opportunity].AccountId Does not equal Global Constant $GolbalConstant.NullAction on Task RecordCreate a Record:Record Type: TaskDue Date Only: TODAY() + 7Assigned TO ID: [Opportunity].Account.OwnerIdPriority: HighStatus: In ProgressSubject: Send Marketing MaterialsRelated to ID: [Opporunity].Id. ), Step 3: Create Fields on account 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. I have tried following step by step this and other forums, still getting the same stupid 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 even cut another playground and started from scratch - didn't help either. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. 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. Search for an answer or ask a question of the zone or Customer Support. In real life i would want to trigger it the way you stated as well! Also- Make sure that the "evaluate next criteria" verbiage shows on the node above.And - Make sure the process is activated.Still stuck? Good to hear! Change), You are commenting using your Twitter account. Quite interesting First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, dont edit these types: []* The first node of this process should have 4 criteria with customized logic. Please contact your administrator for more information. )Thank you! If the error persists, please share some details of your approval process. other leads come from our partners and from lists that we buy--all those leads are potential buyers of our assembly systems, Step 1: On Account object create validation rule so that correct US address can enter into the system, validation rule name ==> country rule for billing add Requesting admin to make update in your last question formula. Hello! UPPER(ShippingCountry) =='United States', "Not sure if issue is with my process built or approval processThank you so much in advance! (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. 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. || Country ="USA" || Country ="United States" || Navigated to process builder and unable to find field opportunity.account.type and all. 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. Just a correction, NOT from CONTAIN should be removed as well: OR Hello, thank you for posting this. (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. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. Thanks for letting know. Give your Salesforce admin these details. 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. Share. It worked finally!! Create Initial Submission Actions (Field Update) => Set Opportunity Stage to Waiting Approval. But I didnt understand the formula you changed in the last step for Date field in Robot Setup Object. I don't think it's a good way to solve a problem but if there's anybody who wants to pass this step only, it would be the way to avoid conflictThank you for your help and have a nice day! If I check the Challenge it works, but if I manually add an opportunity below 100k it fails to trigger the approval process. Contact your administrator for help. 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. in step first when im writing formula (Opportunity: Stage EQUALS Negotiation/REview) AND (Opportunuty: Amount GREATER THAN 100000) its showing Error: Syntax error. The error message I got is like this: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 will send you an email - Thanks! (OR( ISPICKVAL(Type, 'Customer - Direct'), ISPICKVAL(Type, 'Customer - Channel')). To determine the account types, read the transcript for the "Automate Opportunities" video - the second paragraph. This is crucial to earn this badge. [Opportunity].Account.Type Equals Picklist Prospect- Action Name: Send Marketing Material Set Field Values: 1. (Too much work for me!) Username: will be Give your Salesforce admin these details. Det er gratis at tilmelde sig og byde p jobs. Thank you so much for your good work. Make sure it is unique. Showcase your mastery of business process automation without writing a line of code. 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. I have spent a few more hours on it, still couldn't figure out what is wrong, I get the same error. Apex Class Go to Developer Console >>> File >>> Open >>> Apex Class Click on WarehouseSyncScheduleTest class >>> Open A template of the apex class will be opened, write your code there- @ isTest public class WarehouseSyncScheduleTest { @ isTest static void WarehousescheduleTest (){ String scheduleTime = '00 00 01 * * ?' // This object is available in API version 17.0 and later. Done the Superbadge Successfully.. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy Safety How YouTube works Test new features Press Copyright Contact us Creators. i am stuck with the same issue, and i tried to open the reference link.. bbut the page was not found.Pulling my brain for past 13 hours on this step..Please help. 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. We are always on the hunt for writers that have something interesting to say! Please contact your system administrator for more information. the 6th and final step to the Salesforce - Trailhead - Process Builder Specialist Superbadge! There is also a slide deck that came in useful. 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. {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review2. I added a Flow component to the Opportunitys lightning record page and passed the Opportunity ID in as the initial variable. This one gets a bit trickier because she makes a subtle hint that you need to nest your Processes. Configure your field level security for the given profiles so that your new Approved checkbox field is read only except for System Admin and Custom: Sales Profile. Action for Node 1 Email Alert to mail notifies account creation : Finance: Account Creation. 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. : Challenge 6. What am i suppose to do ?? Design a site like this with WordPress.com, Click to share on Facebook (Opens in new window), Click to share on LinkedIn (Opens in new window), Click to share on Twitter (Opens in new window), Click to share on Telegram (Opens in new window), Click to share on WhatsApp (Opens in new window), Click to email a link to a friend (Opens in new window), Click to share on Reddit (Opens in new window), Process Automation superbadge unmanaged package, Business Administration SpecialistSuperbadge, Tips to complete the Lightning Experience SpecialistSuperbadge, Create a product rule to avoid mis-configurations in abundle, Guidelines to write a guest post onblogs. My entire flow seems to work but not when creating a new >100k opportunity in the Negotiations stage. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. create master detail relationship with opportunity. {!myVariable_current.Amount} (101,000) Greater than or equal 100,000Logic: All conditions must be true (AND)SUBMIT FOR APPROVAL: myRule_6_A1Inputs:objectId = {!myVariable_current.Id} (0062E00001CO0koQAD)comment = nullprocessDefinitionNameOrId = Approval_Process_100K_OpportunityskipEntryCriteria = falseError Occurred: No applicable approval process was found. The Rainbow sales team should be handling all the leads that come from the web 2) Process builder - Re-read the instructions for the 1st node. Apex but theres another automation tool Admins should have in their tool belts as well called Flows. I wont say any more than that, for fear of giving it away, but if youre stuck, feel free to tweet me @gemziebeth. Youll be coming back to this object later in the challenge, since, in typical fashion, our stakeholder realises the start date can be at weekends. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup v3 process failed. So close! A tag already exists with the provided branch name. The approval process is straightforward. Any luck here? 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. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, error: [Name]"Any ideas? One of those stages needs to call your other Process (1). Negotiation Stage & Amount > 100 000, automatically submit for approval. For AND to be true, all the conditions inside it should be true. Thanks! Manager Reject -> Stage = Negotiation / Review and Unlock Record. https://www.youtube.com/watch?v=kqQyCsOgO8Q. Is there a validation rule on the opportunity object? I included it by itself as it is apparently the one giving me issues. Please contact your system administrator for more information. Hello Kiyomi,Happy to help! I am the Trailhead Baby! important case law for law enforcement. U have to create the robot setup object in step 3 and that only will be used here in create record. (They shouldn't).If you like, feel free to email me a few screenshots of your process or ** bonus points ** a video walk through. I am close to give it up, somehow the time is not worth it. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. Formula ==> AND(!ISBLANK( ShippingCountry ), LEN(ShippingCountry) != 2), Step 2: Create one more validation rule so nobody can chage account name if type is customer direct or channel, Name ==> Customer_Direct_or_Channel This error i get while validating 5 step. I've been working on this step for a few weeks now and I am now getting this 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 was originally getting this 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'. Please try again. I am happy to take a look at what you have an offer some pointers. I am unable to get Robot setup option in create a Record. 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. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. Because in my case i have written only Material and not Materials so it throws error. Regarding step 5, if you change the stage of the opportunity and change back to prospecting, another task Send marketing materials would be created. If you get stuck again, I'm happy to take a look! How do I choose [Opportunity].Id in stead ofOpportunity.AccountId?? Give your Salesforce admin these details. {!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} (0061I000004AdF9QAK)comment = nullprocessDefinitionNameOrId = Opp_100kskipEntryCriteria = falseError Occurred: No applicable approval process was found. In this part of challenge we need to setup Robot Setup Date. Date, Date__c : Date typeNotes, Notes__c : Text typeDay of the Week, Day_of_the_Week__c : Number. But theres good news. Easy!)). "Related details:- (2nd node) Criteria Name: Opportunity = prospect; Set Conditions: 1. Label = Number of won deals First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Automation process failed. Make sure that your processes schedule robot setup dates and submit opportunities for approval.For the purpose of approvals, assign Nushi Davoud as your manager and make sure your approval process automatically sends requests to the opportunity owners manager. In the end, I set all my variables to Input and Output to be safe, and it passed. Leave a comment for the Trailhead Baby! It turns out, you can build fancy widgets without developers! Note: you need to install the unmanaged package for the email templates. Sharing is caring. object: From available objects, add Lead in the selected objects. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. UPPER(BillingCountry) =='United States', [Opportunity].AccountId Does not equal Global Constant $GolbalConstant.Null 2. Hi Trailhead Baby,I used to have the following error:There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. I have completed my Superbadge, UPPER(BillingCountry) =='' Day of the Week>Day_of_the_Week__c>TEXT, AND( Amount > 100000, Approved__c = False), ApprovalProcess Definition Detail:See the screenshot below for details. 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'.I am getting this error. 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. I sent you an email with the detail Screen shots. Process Automation Specialist (Super badge) : Automate Opportunities (step 6) curiosity 382 subscribers Subscribe 356 Share 50K views 6 months ago For approval process not found. 2) If a field does not exist, you can not encrypt or track field history. The checking process creates 7 opportunities to test 7 different days and verifies the 7 Robot Setups that are created as a result do not fall on the weekend. Since the error states that you need approval from manager, my guess is that it is something with the approval process. It indicates, "Click to perform a search". Lead Country must be either US , USA or United State or it can be blank. 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. CASE( Want to share a concept or story? Stage is field label and StageName is a field name so that shouldn't be a problem , i updated the Related to ID to [Opportunity].Id still i see the same issue. Make sure that your processes schedule robot setup dates and submit opportunities for approval.For the purpose of approvals, assign Nushi Davoud as your manager and make sure your approval process automatically sends requests to the opportunity owners manager. This process involves 4 total nodes. If you are short on time, start around the 20 minute mark. I appreciate your help and hints along the way to get me back on track with the challenge.Thank you! Its only what a client would say in a real-life consulting environment. Issue with Superbadge Process Automation specialistStep 2? Trailhead SuperbadgeSeries: Process Automation Specialist Part 5, Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation. 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. Issue was Evaluate the next criteria option was not enabled for step 3. Formula ==> AND(!ISBLANK( State ), LEN( State ) != 2), Step 4 : Create 2 queue What do you suggest I do? 466,992process automation specialist superbadge step 7jobs found, pricing in USD First1234NextLast Node.js code for Pipedream 6 days left I have an established Pipedream workflow with an incoming webhook data.data and we do forward some of the data via POST to another API system. Here is the error messageChallenge 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 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. IF Prospect account:[Opportunity].Account.Type equals Prospect[Opportunity].Account.Id is null false [Opportunity].StageName equals ProspectingCreate Task:Due Date Only TODAY()+7Assigned to ID [Opportunity].Account.OwnerIdPriority HighStatus In ProgressSubject Send Marketing MaterialsRelated to ID [Opportunity].IdAlert manger via finance account creation form3.
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