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process automation specialist superbadge step 6

* There are two criteria for the validation rule. Feel free to post another comment once the process is reconfigured! Thanks in advance for your help! Small contribution to SFDC community. A few things to check:1) Is your formula configured to NOT allow robot setups on weekends?2) Does the setup record relate back to the opportunity? Please contact your system administrator for more information. Error ID: 1009579560-396 (1684581515): []How can I show you some details about my process builder? This issue is not resolved for me how to resolve this issue? But formula above does not work. Opportunity account type, stage name, and the account id does not equal Null?Approval Process-* Is the >$100,000 entry criteria in the approval process (not in process builder)? Flow error messages: An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Why the change of heart? Lead State must be valid 2-digit US state. Flows while purely a declarative tool sit between Process Builder and Apex. @Trailhead Baby: Hi! Flow DetailsFlow API Name: Robot_SalesType: Record Change ProcessVersion: 13Status: ActiveOrg: eAgent (00D2E000000na5a)Flow Interview DetailsInterview Label: Robot_Sales-13_InterviewLabelCurrent User: Tarik Kadic (0052E00000Hvc03)Start time: 4/18/2019 9:43 AMDuration: 0 secondsHow the Interview StartedTarik Kadic (0052E00000Hvc03) started the flow interview.Some of this flow's variables were set when the interview started.myVariable_old = nullmyVariable_current = Opportunity (0062E00001CO0koQAD)ASSIGNMENT: myVariable_waitStartTimeAssignment{!myVariable_waitStartTimeVariable} Equals {!$Flow.CurrentDateTime}Result{!myVariable_waitStartTimeVariable} = "4/18/2019 9:43 AM"DECISION: myDecisionExecuted this outcome: myRule_1Outcome conditions: 1. 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. The formulas, rollup summaries, etc. Note :- Use Process Builder(PB) to setup all these automation and obviously in one PB. ), validation rule name ==> country rule for shipping add 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. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Have anybody solved this before?Thank you in advance! what do you mean not occur on the weekends? ISBLANK(Country) ) ), Similarly, make another queue with label as "Assembly System Oh happy day!! VF Page--- < , To redirect to another page which is saved in your organization, use the standard feature provided by Salesforce PageReference . VALIDATION RULE 2 : Rule Name :Name Change, Error Message :You cant change the Account name for Customer Direct or Customer Channel. * If anyone is having trouble getting the process nodes in the correct order, think about it like this: What is the logical flow for a new customer at any business? You know Santa! Everything is alright now, just need creating variables :), Those of you who still get the 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'.Check Opportunity.AccountId - NotEquals to Global.Null. Send Welcome Packet Email, when the Opportunity is Closed Won. Is their anyway I can share my screen shots please? This is probably the most simple step to be stuck on for days!Lets solve it to claim our badge super fast! Hi, Kumar! Give your Salesforce admin these details. Prerequisite: Make sure you have successfully logged in to your 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 :). Rainbow Sales. . CASE( I have tried few changes as recommended in this thread but no avail. Negotiation Stage & Amount > 100 000, automatically submit for approval. Is the criteria for this action group solely based upon the Opportunity Stage Name? Step 2. Create queues for your sales teams but thats obvious from the video. Time to move forward with step 5, 1. Before discussing the solution let me show you a diagram of a Process Flow at a high level. Please check the configuration of the custom fields on the Account object. The superbadge covers: Assignment rules Sales processes and record types Roll-up summary fields Validation rules Process Builder Approval processes A Flow to conditionally collect data and display in a screen Adding a flow component to your Lightning record page - essentially create a record of this type, with the field values set with whatever you choose. Error ID: 1067837610-13774 (1684581515): [] I believe I tried all the options. Test Scheduling logic Hi Rangers , Great going !!! For AND to be true, all the conditions inside it should be true. Even the subject. "I'm going crazy, I have days doing this and I can not, can you help me? The Rainbow sales team should be handling all the leads that come from the web Copyright 2000-2022 Salesforce, Inc. All rights reserved. Lookup field used to select the user's manager. What do you suggest I do? (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) Everything looks the same. Save my name, email, and website in this browser for the next time I comment. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. Your new org will have all the special data you need. 8 . https://www.youtube.com/watch?v=kqQyCsOgO8Q. I hope to inspire all of the worlds trailblazers to learn, grow, and experience! Hi Trailhead Baby,I'm happy to get your reply. I responded to the email with a few tips-- starting off that there should be 4 nodes in the process, not 3. Im not sure what the error above is or why. If a flow cant do what you need you or a developer can write Apex to do so. Please Approve my messages I need help with this step. We couldn't find the record you're trying to access. When I test the process It was able to create a Task with the subject " Send Marketing Materials"but when I check the challenge I am still getting the same error message. When she said she wanted a widget, thats when I swore out loud. Error Message: I ranted again, moved things around, tried again. Hooray.. Det er gratis at tilmelde sig og byde p jobs. If you could share some details of what you have, I am happy to take a look. Hello! Only Trailhead Playgrounds have the correct data for these challenges.) About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy Safety How YouTube works Test new features Press Copyright Contact us Creators. It doesn't make sense.Rework the formula- it is actually a pretty simple one - with only two conditions. trailhead playground and have installed the package: Package Name: 2. 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. The first three Superbadges can be taken in any order, and completing all three unlocks the fourth Superbadge, Advanced Apex Specialist. Hi.My mistake was Immediate action for Closed Won - Robot Setup.I had to set the field value as [Opportunity].Id.Then I passed this step.Thank you!! Just open the debug logs and check. UPPER(BillingCountry) =='US', Close. formula ==>, NOT( So, here i'm going to discuss every problem statements / business requirements of Process Automation Specialist superbadge and convert them into a problem solving flow. Did you create the email alert? I set up a new playground and tried to restart but I am still having the same issues. This error comes when I check the challenge for automating opportunities.. But in your logic, you are using LEN(BillingState)>2. Trailhead SuperbadgeSeries: Process Automation Specialist Part 5, Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation. Hi Bareera,I emailed some suggestions. Hi Trailhead Baby,I have been trying to complete challenge 5 of Process Automation Super Badge. Would you mind sharing the formula that you are using to calculate the setup date? I have same error. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. I have the Process builder set up corectly. Manager Reject -> Stage = Negotiation / Review and Unlock Record. It seems as I have to make a difference between Prospect Accounts and existing Customer Accounts (Direct or Channel). Error: Restforce::ErrorCode::MalformedQuery. Hi Kona, I even tried doing it in different DE, that doesn't work either. I took a look at the screenshots and emailed a few hints! Make sure that you rule is Active before you validate this step. Action for Node 1 Email Alert to mail notifies account creation : Finance: Account Creation. Please contact your system administrator for more information. 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. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Cannot change Account Name if Type is Customer Direct, Channel: [Name]. 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. Lets solve this developer Superbadge Process Automation Specialist for the Level up challenge. A project with Daddy: My favorite daily process! I kept getting this message: To continue the process after evaluating this criteria, define the next criteria node. My brother has started to play with me! Please help!! Please contact your system administrator for more information. Hi Megha, I am unable to check my step 2 of Process Automation. 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. CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). Make sure it is unique. Challenge Not yet complete heres whats wrong: But still facing the same error.Can anyone help me out here.Regards,Ashish. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Thanks Trailhead Baby this was very helpful!!! I am getting the same error. This time a complete new error message appears: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'. CASE(MOD([Opportunity].CloseDate + 180 DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). 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. UPPER(ShippingCountry) =='United States', feel free to rectify just send me a screenshot showing ur code works fine. 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. Still stuck at the same point even though applying the hints from here and further forums. if yes please share immediately. Can you tell me what is happening? 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. If you check these things and are still having trouble, feel free to email screenshots to me. 2, "Tuesday", Hello Josh,Two days! Not sure this is affecting the challenge. Try a formula: AND (first criteria , second criteria)* Within the first node of the process, make sure to include both types of customers. Robot Setup Record should not happen immediately. in step first when im writing formula (Opportunity: Stage EQUALS Negotiation/REview) AND (Opportunuty: Amount GREATER THAN 100000) its showing Error: Syntax error. Error ID: 1111620186-41501 (992864084): []5Automate 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. I would like to take a look at your approval process, validation rule, and the process itself. It's a tricky formula, but I'll get you started: CASE(MOD([Opportunity].CloseDateThis thread on the developer community should point you in the right direction:https://developer.salesforce.com/forums/?id=906F00000008vlZIAQ, Hello, I keep seeing this 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.When I set field values for the new robot setup record I have opportunity as a field reference to Opportunity ID and a formula for the Date that is close date plus 180. And I have now spent four times as much time on step 7 than on any of the other steps combined.

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