Robot Setup Record should not happen immediately. Username: will be autofilled but you can change it to an easy one . It will work. Challenge 4: Create Sales Process and Validate Opportunities, Challenge 6: Create Flow for Opportunities. Below are tips and gotchas for each report / dashboard. 7788cb3 . ISPICKVAL( Type , 'Customer - Direct') , IF(OR(TODAY() - 730 > Last_Won_Deal_Date__c,TODAY() + 730 < Last_Won_Deal_Date__c) ,'Yes','No'), step 1: create object robot setup Formula ==> AND(!ISBLANK( BillingCountry ), LEN(BillingCountry) != 2), validation rule Name ==> State Validation rule for shipping add : []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. Do the entry criteria for the approval process contain a clause for only new records? what to do now? 2. 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. Thank you to all the guys involved in that Q&A. I personally think a checkbox would be better and thats how Id do it in real life. formula ==> 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. Steps-2 : Create Two Queues 1. My Flow had a couple of fast lookups in it to collect the products based on criteria, a decision, then a couple of screens. There is also a slide deck that came in useful. 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'. Could you share some details of your process? Hi Trailhead Baby,I have been trying to complete challenge 5 of Process Automation Super Badge. be auto filled as Rainbow_Sales. Have you walked through each step of the process like a end user to make sure that it works? important case law for law enforcement. Your new org will have all the special data you need. 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. Hi Rajendra,Happy to helpbut I will need some details. Save my name, email, and website in this browser for the next time I comment. Were you able to figure it out? It indicates, "Click to perform a search". I'll do my best! Process Automation Superbadge unmanaged package. Need help with specific errors? You know Santa! Yes- there are several things that could be the cause. To determine the account types, read the transcript for the "Automate Opportunities" video - the second paragraph. 3 field updates.Hope this helps! assign the lead to -. 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 Label = Number of won deals trailhead playground and have installed the package: Package Name: The account type is missing in yours. Ive even tried building just a process for the robot setup creation just to take away all of the noise. Search for the field Day of the Week on robot object and change the field type from Number to formula field of return type: text and use the below formula. Remove any Validation rules on Opportunity Object, In process builder select the process which u created and check whether u select the stop button or evaluate the next criteria. Small contribution to SFDC community. This all checks out OK as suggested:My Approval process is ACTIVE.Manager is set to be approver. Two things that I see in what you posted - The related to ID does need to be there just make sure that you are relating it to the OpportunityID. 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. Cannot progress, I am stuck for 1 day and any help will be greatly appreciated !! Give your Salesforce admin these details. did you got solution. Glad you figured it out! [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4], Step 3 : Create validation rule on lead object. Hii, 2. Change). Activate it and deactivate any others, in last step what is this Formula Home 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. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, The record couldnt be saved because it failed to trigger a flow. A magnifying glass. Many useful tips and guide. Could not find an active Flow named Product Quick Search. Marketing Materials action Next. )Thank you! Is it possible that the problem is somehow in previous steps (they passed the challenge, but maybe affect this step) ? 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. In process builder check whether u select the stop button or execute the next 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. and some of my variables were angry because they had the wrong Input/Output Types. type - formula (return type - text ) panda express addiction > alyssa lynch project mc2 > billing specialist superbadge challenge 6. billing specialist superbadge challenge 6 05 Jun. Two things:Under - criteria for prospect accounts opportunity created-[Opportunity].StageName equals picklist prospecting(instead of [Opportunity].Stage)Action-Related to ID should relate to the opportunity owner- [Opportunity].Id(instead of Opportunity.AccountId)Passed? Please provide some details of how your process is currently set up. Error Message: Let's get started. Create Sales Process and Validate OpportunitiesCreate a sales process with the required stages and name it RB Robotics Sales Process. Please contact your system administrator for more information. The error message is still showing up and I'm running out of ideas. Maybe my user isn't setup correctly yet? Many thanks! Hi Trailhead Baby,I am still getting the same error message :(Not sure what is wrong. To solve the above business use case we will modify the Screen Flow Created for this article. Youre being a helping hand here I see. I have same error. This will need to be corrected. 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? I check my process it is working perfectly fine. Hi Arno,If you would share some details of your process, I'll take a look. 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. Username: will be Hello,while executing i am 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 have created task as shown in screenshot and its active as well. Please help!! {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. Still stuck? Steps-2 : Create Two Queues 1. 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: Criteria based on $ belong in the approval process only.- There are 2 entry criteria for the approval process. Thank you for your Blog, Your information is always extremely helpful!!! 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? First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Automate Opportunities process failed. "Related details:- (2nd node) Criteria Name: Opportunity = prospect; Set Conditions: 1. 2) For the task: The due date formula is missing from your comment. ), validation rule name ==> country rule for shipping add 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 Robot Setup Day of the Week formula does not seem to be working properly. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Thanks for the screenshots! {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review2. That being said my next challenge personally is to figure out how to make the flow work. formula ==>, NOT( I am missing something but I cannot locate the issue since all the parameters and processes seem to be in a proper order. : Opportunity Stage = Closed Won. CASE(MOD([Opportunity].CloseDate + 180 DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). Error ID: 2146461946-632512 (157788690): []. The Robot Setup Day of the Week formula does not seem to be working properly. 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. setMock ( HttpCalloutMock . Create Initial Submission Actions (Field Update) => Set Opportunity Stage to Waiting Approval. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. Unless you've revised things since then, I'd bet that the primary issue for this error is that the node for a "prospect" did not have criteria that required both the stage and the account type. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. If you need more help, leave a comment! Kudos to you!!! The immediate action should trigger the approval process. give your salesforce admin these details. Superbadges are proof of worthiness! 2) If a field does not exist, you can not encrypt or track field history. Stage = Closed Won Stage ISCHANGED = TrueI removed the ISCHANGED criteria and it passed the challenge after that. Error ID: 1155961392-2800659 (157788690)k up ExceptionCode values in the SOAP API Developer Guide. Not sure where to go next, This afternoon, I added a genius wig in an attempt to look a little older and more experienced. Thank you very much! Can anyone help me out here.Regards,Ashish, Hi,I did changed the CRITERIA to one. Manager of Opportunity Owner for Approval; Lock Record and move stage to Awaiting Approval. we all are done with preps. Did you look at: https://trailheadbaby.blogspot.com/2017/10/special-post-for-bcs-assistance-on.htmlIt is a full walk through of this step. Error ID: 932835170-8850 (-1845957167): [] I fixed it by activating my approval process.Then I got an error about the big deals validation. Hello Rajendra,I am happy to help. Due Date Only Formula TODAY() + 7 2. Please contact your system administrator for more information. Join our group and start sharing your views and ideas. Did you have to build a new custom picklist field for the bot types? 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. : Challenge 6. Would you mind sharing some details? Hello! Many Git commands accept both tag and branch names, so creating this branch may cause unexpected behavior. After the first node, is the process set to "evaluate the next criteria"? Then I felt a bit sheepish, thinking people who had seen that would think I was showing off!! 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. If you like what I write and it has been ever helpful to you. Challenge Not yet complete heres whats wrong: System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist. Thank you for any help! . Hi Trailhead Baby,I'm happy to get your reply. Hello Josh,Two days! I have spent a few more hours on it, still couldn't figure out what is wrong, I get the same error. Check your Account.Type criteria. This superbadge is all about to test one's automation skill using superb automation tools which salesforceprovide. Challenge Not yet complete heres whats wrong: Message: MALFORMED_QUERY: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Cs08EAAR. Thanks, Tim, Let's take a look at your "Negotiation" node on the process. Thank you so much for the advice Trailhead Baby! When I made mistakes, I simply reverted to the last saved version. Doesnt matter if the flow actually works. This process involves 4 total nodes. the 6th and final step to the Salesforce - Trailhead - Process Builder Specialist Superbadge! It's worth notifying that case 0 means Sunday, not Monday, and the solution may require an additional day to skip weekends. You can look up ExceptionCode values in the SOAP API Developer Guide. Thanks Trailhead Baby this post was very helpful! Why did i see Lead: Clone source only , didnt get Lead: Source ? I based my criteria on the Negotiation node solely on the opp stage- since the opp amount was part of the approval criteria. Contact @jkarlsteen . How were you able to get around this? If you dont find the formula field in the edit option of the field, you can delete and recreate the field with the same name as well. Rainbow Sales. - the triangle thing-) It's in the instructions, but sneaky! type = rollup summary ( on opportunity function sum aggreate field ammount criteria- stage=close won), d)Last won deal date Admin ur content has helped me to understand various aspect of approval process and task. Create Names with related to appropriate sales team. It is something smart to have in a real-life process anyway! I added a Flow component to the Opportunitys lightning record page and passed the Opportunity ID in as the initial variable. Lead State must be valid 2-digit US state. Create two rule entries and fill like below. [ https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4] Step 3 : Create validation rule on lead object. 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'. Note the filter. When you start a create a new report, simply click to start with a clean screen. I can surely b wrong. I do not know what a " status picklist" is - Get rid of this criteria. 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! Error ID: 1009579560-396 (1684581515): []. Happy to take a look- rebecca@capstorm.com. A few things:1) The first node in the process builder should not trigger sending marketing materials. From a quick glance, I see several items that you can easily correct:1) Read the criteria for the first node again (Opportunity Customer). I'm happy to help you though if you would share some details about your process. The criteria look good to me. One the end of each node, have selected to "evaluate the next criteria" (default value is "stop") ? OR ( I am stuck with this, kindly help Negotiation Stage & Amount > 100 000, automatically submit for approval. In real life i would want to trigger it the way you stated as well! How frustrating!A few tips for the "Negotiation/Review" and "Approval" parts:- The node within process builder only needs 1 criteria for executing actions. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Not allowed you to change: [Name]. 3, "Wednesday", Copyright 2000-2022 Salesforce, Inc. All rights reserved. Under the Loop: Get products, I am supposed to add a new loop variable; however, I do not have the option select loop variable. Wondering how you were able to add that. Did you get it resolved? Salesforce Error ID: 354599625-54567 (2080501154)I'm thinking that is something related to the approval processCan you help me? Still stuck at the same point even though applying the hints from here and further forums. Hi again,This was actually my second node. It it activated? Thanks all - I figured out what I did incorrect. in step first when im writing formula (Opportunity: Stage EQUALS Negotiation/REview) AND (Opportunuty: Amount GREATER THAN 100000) its showing Error: Syntax 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. type = rollup summary ( on opportunity function count criteria- stage=close won), c) Amount of won deals Whenever I hit a snag, I usually pull out of setup and start creating my own test records within the org to find out what is broken. HINT: There are 4 necessary criteria for this node plus you will need to customize the logic in order to select the conditions. Thank You for any assistance :), I see the screenshots you emailed- Could you share a bit more about your process-- the information from the first two nodes- criteria and action information. OR( There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Create an lead assignment rule and make 2 rules entries and give order accordingly.Based on LeadSource value lead should be assign to correct sales team (Queue). 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. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. :/ Been struggling a while now. Give your Salesforce admin these details. My only hunch is the Day of the Week field on the Robot Setup Custom object which is not setup as formula. Won't be passing this superbadge :(, Before you toss the computer out the window Do you want to send a few screenshots of the process my way? Note: If you face any trouble in any of the challenge, comment below. How about this- before you give up email a few screenshots of your process to me: rebecca@capstorm.com & I'll take a look. The formula field you need to create for calculating the day of the week can be easily found online; I used this forum post. Create a process with the process builderOpportunity object with option created and updated. Follow all the steps and in Assigned to ID give Account Owner Id not Account ID. Hello Kiyomi,Happy to help! 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. Request you to please help, while trying to complete the challenge 6 for Process Automation Specialist, I am facing the following issues 1. 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. If you are in a consulting role, WATCH THE VIDEOS. 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'. Required fields are marked *. It worked finally!! First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Record must be approved: []Please help me with this. I actually got it. Change), You are commenting using your Twitter account. You want all opps entering the negotiation/review stage to kick off the validation rule if they meet the entry criteria. Give your Salesforce admin these details. I am happy to help. Where are you in the process? 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. Automate record creation using Apex triggers 2. rev 2021.2.24.38653. Thank you for posting the solution! Do you want me to take a look at the process? Formula ==> AND(!ISBLANK( State ), LEN( State ) != 2), Step 4 : Create 2 queue Package Name: Process Automation Superbadge unmanaged package Package ID: 04t46000001Zch4 Make a new user as - First name: Nushi Last name: Davoud Alias: will be filled automatically as ndavo. Also- Make sure that the "evaluate next criteria" verbiage shows on the node above.And - Make sure the process is activated.Still stuck? Add a field to the opportunity page layout as described in the business requirements and create the appropriate validation rule for high-value opportunities.Complete+500 pointsChallenge 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. Assembly System Sales. Please contact your system administrator for more information. Have anybody solved this before?Thank you in advance! Could you share the details of your process? This morning I check again, without changing anything. Thanks in advance. Give your Salesforce admin these details. I used AND(something,something) Note- Negotiation is incorrectly spelled. 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. Would you like to share what you have so far, and I'll take a look? Then add an Apex action to your process. 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. (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)))). Does your flow reference the approval process? {!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. My first assumption is that there is a reference field missing in your process. label-Call for Service It's saying the Send an email to the finance group process failed. Please contact your administrator for more information. 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. I have tried different order of decisions and whether to continue evaluating or stop after the action. Please contact your system administrator for more information. 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. Give your Salesforce admin these details. 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. Please help. @Trailhead Baby: Hi! on the account detail they should be able to see the number of deals, number of won deals, when the last deal was won, what our win percentage is, and the total amount of deals we won. But I keep getting the following error even though the Robot Setup record is created with correct date.Challenge Not yet complete here's what's wrong: 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.Please can you help me in getting this error out of my way.Thank you in advance. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, error: [Name]"Any ideas? Name ==> State Validation rule UPPER(ShippingCountry) =='US', Hi Daria- Could you share some details here in the comments? Oh happy day!! 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)? Make sure it is unique. Thanks for letting know. missing required field: [nextApproverIds] Error ID: 898053472-282948 (239473768)missing required field: [nextApproverIds] Error ID: 898053472-282948 (239473768): []. UPPER(BillingCountry) =='USA', It doesn't make sense.Rework the formula- it is actually a pretty simple one - with only two conditions.
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