process automation specialist superbadge step 6 process automation specialist superbadge step 6

Moreover it takes lot of your internet MB's to The formula field you need to create for calculating the day of the week can be easily found online; I used this forum post. Please contact your system administrator for more information. 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. This one is around updating the date on your Robot Setup records if the original setup date falls on a weekend. Salesforce Interview Questions and Answers We Swear By! ISBLANK(Country) ) ), Similarly, make another queue with label as "Assembly System An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Do you have your own manager set up in the profile? [ https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4] Step 3 : Create validation rule on lead object. Hi! Process Automation Specialist Challenge 5 How To Make Process Builder Demo Super Badge Hindi Youtube. Could you share the details of your process? Rainbow Sales. for a specific picklist value you are showing/hiding a particular part of a VF Page. Can I have those screenshots,Because I am in stuck somewhere around there,Please? I used two nodes, because I thought it was simpler- everybody triggers an email to finance, then filter out the customers for the second node to trigger the marketing materials action. Thank you for your Blog, Your information is always extremely helpful!!! I'm happy to take a look -rebecca@capstorm.com. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Opportunity Status Change process failed. Det er gratis at tilmelde sig og byde p jobs. label-Call for Service Please contact your system administrator for more information. . Hey trailblazer, I'm here to guide you in earning the Approval Process Specialist Superbadge, which is part of the Process Automation Specialist badge. Error ID: 1155961392-2800659 (157788690)k up ExceptionCode values in the SOAP API Developer Guide. 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. And I have started my flow in Process Builder When a record is created or edited. Lead State must be valid 2-digit US state. Disable a validation rule then try again. Forgetting to activate is an easy oops. This report lists the elements that the flow interview executed. I was able to approve opportunity when I was the approver. Add the component on newly created Opportunity Record Page. 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. 1. 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. I included it by itself as it is apparently the one giving me issues. You signed in with another tab or window. Hi Trailhead Baby!! Change formula of date field from[Opportunity].CloseDate + 180..to.. below formula. I would like to take a look at your approval process, validation rule, and the process itself. One of those stages needs to call your other Process (1). 2. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. 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'. This issue is not resolved for me how to resolve this issue? Questions: Did you set up your "robot setup" creation date to be 180 days from the close date, AND not occur on the weekends? 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 :). A tag already exists with the provided branch name. (LogOut/ Please contact your system administrator for more information. I had two. Change the datatype for Day of the week field from TEXT to Formula (TEXT) and use the following the formula to get Day of the week, If Day of the week is Saturday , change [Robot_Setup__c].Date__c +2, If Day of the week is Saturday , change [Robot_Setup__c].Date__c +1. i.e. I have completed my Superbadge, An unhandled fault has occurred while processing the flow. 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. Thank you and I'll try this again as soon as I can. Select queue to 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. Action for Node 1 Email Alert to mail notifies account creation : Finance: Account Creation. And email error text:How the Interview StartedUser started the flow interview.Some of this flow's variables were set when the interview started.myVariable_old = nullmyVariable_current = Opportunity (00610000019ZX5IAAW)ASSIGNMENT: myVariable_waitStartTimeAssignment{!myVariable_waitStartTimeVariable} Equals {!$Flow.CurrentDateTime}Result{!myVariable_waitStartTimeVariable} = "17.4.2019 11.35"DECISION: myDecisionSkipped this outcome because its conditions weren't met: myRule_1Outcome conditions: 1. 2. On the trailhead community profile as well as on the Resume! Action for Node 3: ApprovalsChoose the one we created for the opportunity here. I have the Process builder set up corectly. Business Administration Specialist Superbadge- 3 & 4, Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6. In this part of challenge we need to setup Robot Setup Date. 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). Process Automation Superbadge unmanaged package. Tip: Have 2 entry criteria in approval process: Money and stage.Tip: Put the money criteria ONLY in the approval process, NOT in Process Builder.Approval process details:Entry Criteria- Amount>100,000 and Stage= Negotiation / ReviewApproval Assignment Email Template- SALES: Opportunity Needs ApprovalInitial Submission Actions: Record Lock & Field Update to Awaiting ApprovalApproval Actions: Field Update to Closed WonRejection Actions: Field Update back to stage Negotiation/ReviewFinal Approval Actions: Record Lock, Email Alert: Opportunity Approval Status EmailFinal Rejection Actions: Record Unlock but I am still getting an email after this error message: Error element myRule_6_A1 (FlowActionCall).No applicable approval process was found. Lead State must be valid 2-digit US state. Awesome! There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Max Score. Prerequisite: Make sure you have successfully logged in to your Not able to see Robot Setup object in Record type drop down list for node 4 in challenge 5. After the first node, is the process set to "evaluate the next criteria"? Hello. ) Stage = Closed Won Stage ISCHANGED = TrueI removed the ISCHANGED criteria and it passed the challenge after that. Thank you again!!!! It's time to get a new superbadge: the Process Automation Specialist! >>> Lead Assignment rule(search it in Quick Find Box) Error: Restforce::ErrorCode::MalformedQuery. in step first when im writing formula (Opportunity: Stage EQUALS Negotiation/REview) AND (Opportunuty: Amount GREATER THAN 100000) its showing Error: Syntax error. Label = Number of deals Though I have created a new Trailhead Playground for this superbadge, however I am not able to view RainbowBot, CloudyBot, and Assembly System in the product name, where to check them 2. {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. The account type is missing in yours. I am getting the same error, can you help me to resolve it in case you know the resolution. The error message is still showing up and I'm running out of ideas. Error: Restforce::ErrorCode::MalformedQuery. How about this- before you give up email a few screenshots of your process to me: rebecca@capstorm.com & I'll take a look. Note: If you have trouble in creating process builder, comment the errors you are getting, so that I will guide you to process it. apex specialist specialist wow, thank you for such a quick reply! I am getting the below error while checking challenge. <> 2 || Can you help me to find out the problem. I will send you an email - Thanks! label - Deal win percent ACADEMIC & STUDENT SERVICES. Give your Salesforce admin these details. How were you able to get around this? Glad you figured it out! ISPICKVAL( Type , 'Customer - Channel') (I use my mom's email address: rebecca@capstorm.com). Small contribution to SFDC community. I am missing something but I cannot locate the issue since all the parameters and processes seem to be in a proper order. Process Automation Specialist. How to.resolve it please help.me. I had to do some travel, so I parked this issue for a couple of days, hoping to clear the obstacle following the suggestions.I have cloned and modified the process, separating the criteria nodes:- First criteria (prospecting/customer) just making sure that account associated with opportunity not null, then send email to finance- Second criteria (prospecting) has 4 conditions, if these satisfied create task Send marketing Materialso Stage is prospectingo Account.ID not NULLo Owner ID not NULLo Account Type is PROSPECTAfter reactivating the process, still getting dreaded 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 attached the document with my screenshots and few notes, capturing the new flow. Do the entry criteria for the approval process contain a clause for only new records? and some of my variables were angry because they had the wrong Input/Output Types. A few things:1) The first node in the process builder should not trigger sending marketing materials. Due Date Only Formula TODAY() + 7 2. Create Final Approval Actions (Field Update) => Set Opportunity Stage to Closed Won, Whenever Opportunity is in Negotiation/Review Stage, When deal is won i.e Opportunity stage is Closed Won. * Read the "challenge 5" instructions above the check challenge button very carefully. Configure the more complex functionality in a flow and then add a flow action to your process. It will work. Hi TrailHead BabyI getting Same 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. Click the' Select Tests' button. The email should be sent to "User: Integration User" from the current user's email address. 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. 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. Hello friends,I removed the post that contained a walk through of this step. 2) If a field does not exist, you can not encrypt or track field history. Yes can you explain what you mean by own manager set up in the profile? About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy Safety How YouTube works Test new features Press Copyright Contact us Creators. Make sure it's "active." I've read all postings related to this and went thru what I've but couldn't find the error. 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. 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? in the step 1 you dont say that we need to activate the assignment rule. closely observe the screenshots n article, Hi admin Please contact your system administrator for more information. Validation Rules >> New. Do you have the approval process set up so that the manager is the approver? 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. Please help!! Hello Kiyomi,Happy to help! IRL this wouldnt happen! I tried so many times but I dont know where I did wrong . @Trailhead Baby: Hi! (Different criteria = different nodes. Does your process look like the screenshots posted in the blog? - the triangle thing-) It's in the instructions, but sneaky! Search for Validation rule and create a new under Leads. It gave away too many details, and I want you to have the EUREKA! b) Assembly System Sales, Step 5: create assignment rule on lead : Opportunity.Account Type = Prospect, Opportunity stage = prospectingand Opportunity.account id not equal to null, Node 3 Criteria. 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. System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist. Let us start our new adventure, today we will learn about Release management from beginner to advanced level. 180 mod 7 gives 5, so only when Opportunity's close date is on Monday or Tuesday Robot Setup Date may occur on weekend. Error ID: 605963218-241434 (1684581515): []And this email error: Error Occurred: This approval request requires the next approver to be determined by the Manager field. Stuck on Step 5 of Process Automation Specialist? Lead State must be valid 2-digit US state. Does your flow reference the approval process? Label = Number of won deals Please provide some details of how your process is currently set up. Hey there, thanks for the very helpful post. Rated Accounts by State The record count for state and account rating are automatically added. Right now he' taking a nap.so I'm off to edit some reports! My brother has started to play with me! Hi Abhi,I have not received the email yet. I couldn't figure out what I was doing wrong. Any idea how this can be accomplished ? {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review2. It was giving away too much of the challenge. Automation Champion Approach I-do. Could something else be wrong? The condition to check for billing and shipping states are inside AND. 8 . First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You need Manager Approval: []When I deactivated the process I got following error messageChallenge 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'.Here is the snapshot of what I have done. Based on LeadSource value lead should be assign to correct sales team (Queue). process automation specialist superbadge step 1 - Diffusion of Technology process automation specialist superbadge step 1 By Yash - July 14, 2021 What's the first thing I do when I wake up? . Reconsider this one. autofilled but you can change it to an easy one . Hi Kona, Yes, I will help! The Robot Setup Day of the Week formula does not seem to be working properly. Home Error: Restforce::ErrorCode::MalformedQuery. Feel free to post another comment once the process is reconfigured! I'm Sandeep Yadav. Challenge Not yet complete heres whats wrong: So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. Check out all badges on Top Trailblazers! 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. hmmmm. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. Navigated to process builder and unable to find field opportunity.account.type and all. Change), You are commenting using your Facebook account. 3 of the field conditions are related to "account.type." Ive used Flow a LOT in recent years, but I learnt a lot more about it from completing this exercise. Let me know when you pass! Frankly, I didn't check the process with an actual record - which is a good idea! You want to send the email to finance for 3 specific account types, and there will be logic involved with the conditions. Still stuck? First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Approval for a deal of more than $100K is must before closing. Automate record creation using Apex triggers 2. rev 2021.2.24.38653. Hi , In Challenge 5 .. we need to define this formula CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180) i m getting error after this :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. As matter of fact, I had to delete a validation rule for customer stage field and passed. Please contact your system administrator for more information. Hi Daria- Could you share some details here in the comments? 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. {!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. {!myVariable_current.StageName} (Negotiation/Review) Equals ProspectingLogic: All conditions must be true (AND)Executed the default outcomeDECISION: myDecision5Executed this outcome: myRule_6Outcome conditions: 1. My favorite daily 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 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'. Add the desired fields as below, Next add the Opportunity Validation Rule with error formula as below. I am getting the same error. Did you get it resolved? I hope this gets you started! Leave a comment for the Trailhead Baby! 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. It it activated? New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect. This all checks out OK as suggested:My Approval process is ACTIVE.Manager is set to be approver. Please contact your system administrator for more information. I'm happy to take a look if you could comment with what you have. 12 . Challenge Not yet complete heres whats wrong: : []"Below would be Process Builder but cannot paste here. Confused? Even the subject. That would be a lot of email! 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. IF Deal is Negotiation[Opportunity].StageName equals Negotatiation/Review[Opportunity].Amount greater than 100 000Submit for Approval ((Opportunity: AmountGREATER OR EQUAL100000) AND (Opportunity: StageEQUALSNegotiation/Review) + Next Automated Approver Determined By Manager of Record Submitter)4. 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. as your own manager-, LEN( State ) 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. LEN is your friend for the State validation. Date, Date__c : Date typeNotes, Notes__c : Text typeDay of the Week, Day_of_the_Week__c : Number. I responded to the email with a few tips-- starting off that there should be 4 nodes in the process, not 3. Negotiation Stage & Amount > 100 000, automatically submit for approval. If so, please share some details of your process. Rainbow Sales. Same Error on Automate Account.. plz provide Any solution? Could you provide additional details? Could you please share? I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. I passed this step. {!myVariable_current.Account.Id} (0011000001NUajWAAT) Is null false3. 1, "Monday", Is the Nushi Davoud someone that can be picked from a picklist or am I supposed to manually enter them? Clarification: the 2nd Approval Process above is Opportunity Stage = Awaiting Approval and Amount = 100k. 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. Hi Megha, I am unable to check my step 2 of Process Automation. Otherwise, it looks good.Add that first node and the immediate action, then you should be set to continue the challenge. Thanks in advance. Test Scheduling logic Hi Rangers , Great going !!! get ahead. I am also getting same error. 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. 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. 2, "Tuesday", This challenge is all about setting-up Robot Setup Object and create some fields on it. 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Youre being a helping hand here I see. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. I added a Flow component to the Opportunitys lightning record page and passed the Opportunity ID in as the initial variable. Error ID: 1009579560-396 (1684581515): []How can I show you some details about my process builder? // This object is available in API version 17.0 and later. Web. Did you create the email alert? (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. )Thank you! Hey there! Business Administration Specialist Superbadge- 3 & 4 Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6 Here I am using Standard Controller functionality. I appreciate your help and hints along the way to get me back on track with the challenge.Thank you! Please dont forgot to Activate the page. This is crucial to earn this badge. Any help very much appreciated, Absolutely the same issue :(. setMock ( HttpCalloutMock . Struggling with the last step for 2 days now. This is now what I'm getting: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. A bit confused about challenge 5. It looks like you are almost there! This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type, #Salesforce Admin #Trailhead Challenges #Trailhead #Automation #Process AutomationSpecialistSuperbadge, Approval Process.2 failed.The approval request requires the next approver to be determined by the Manager field. Challenge-1 : Automate Leads Step-1 : Validation rule on Lead to verify Country and State field. please help me. Register as a new user and use Qiita more conveniently, 6, You can efficiently read back useful information. Photo by William Iven on Unsplash. Figure 1: Application Lifecycle Management Step 1: Plan Release Gathering project requirements and analyzing them. A PageReference is a reference to an instantiation of a page. Creating a Flow component for me was the hardest part; it didnt actually display any results, but when I took the chance and hit Check Challenge, it was happy enough that I had built the Flow and its component. 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. Error ID: 1155961392-2800659 (157788690): [], Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ.