Search for the approval process and select an opportunity object. Give your Salesforce admin these details. 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. He laughs when I poke his nose and tries to take toys out of my hand. (OR( ISPICKVAL(Type, 'Customer - Direct'), ISPICKVAL(Type, 'Customer - Channel')). Win!On the first node, there are more criteria than just the accountID being null. Steps-2 : Create Two Queues 1. The formula field you need to create for calculating the day of the week can be easily found online; I used this forum post. This post is so helpfull and informative.keep updating with more informationPython Programming BasicsPython Programming. 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. Complete the capstone assessment to earn the Approval Process Specialist Superbadge. Are you asking what the error message means? there is some issue with fields not having correct type of data. Search in quick box and select lead as object and create the below queues. Scroll to the bottom and change your manager to be Nushi. I recommend printing the transcripts for the videos and reading the first paragraph under "Automate Opportunities." Hi! Start a discussion in the forum to get straight-up answers, and avoid your query to be lost in the comment pile. I dnt see an option for [Opportunity].Id in my process. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct2. You start as a prospect and end up as a closed/won customer. Issue was Evaluate the next criteria option was not enabled for step 3. Steps to Superbadge Challenge 1: Automate Leads Challenge 2: Automate Accounts Challenge 3: Create Robot Setup Object Challenge 4: Create Sales Process and Validate Opportunities Challenge 5: Automate Opportunities Challenge 6: Create Flow for Opportunities Challenge 7: Automate Setups Challenge 1: Automate Leads 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. Are you referencing the "send marketing materials" step? This field:Establishes a hierarchical relationship, preventing you from selecting a user that directly or indirectly reports to itself.Allows Chatter to recommend people and records to follow based on your org's reporting structure.This field is especially useful for creating hierarchical workflow rules and approval processes without creating more hierarchy fields.Should fix the issue :), Hello, I am stuck on this error followed by an email : 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. ISCHANGED( Name ) && ISPICKVAL(Type, Customer Channel), ISCHANGED( Name ) && ISPICKVAL(Type, Customer Direct ), CONTAINS(AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID: &, IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH: &, NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA: &, BillingCountry <> US && BillingCountry <> USA && BillingCountry <> United States && NOT( ISBLANK(BillingCountry ) ). Hi, I finally managed to properly create a task, but now Robot Setup is stopping me. 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. Great!! Email some screenshots or a video of your process to rebecca@capstorm.com. It seems as I have to make a difference between Prospect Accounts and existing Customer Accounts (Direct or Channel). i.e. But I didnt understand the formula you changed in the last step for Date field in Robot Setup Object. Is it possible that the problem is somehow in previous steps (they passed the challenge, but maybe affect this step) ? If a flow cant do what you need you or a developer can write Apex to do so. OR( type = rollup summary ( on opportunity function count criteria- stage=close won), c) Amount of won deals 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. Need help with specific errors? Hello, I have problems with challenge 5, "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'. 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. 12 . {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct4. So yes my issue was w/ identifying who the correct approval person is and this was at the Approval Steps section --> automatically assign to approvers --> then manually choose the user I was looking for.Thanks for working through this w/ me, Is the issue solved? I will help you figure out each challenge and how to clear it. I gave Assigned To ID as Opportunity.Account.OwnerID. Thank you to all the guys involved in that Q&A. I'm Sandeep Yadav. * Finance needs to know about all opportunities, but marketing materials only need to be sent to a certain group of opportunities. My formula field throws Error: Syntax error.Extra Amount for the following https://www.youtube.com/watch?v=kqQyCsOgO8Q. {!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. UPPER(BillingCountry) =='United States', To solve the above business use case we will modify the Screen Flow Created for this article. Right now he' taking a nap.so I'm off to edit some reports! 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. I tried creating a new field but then this new field isnt showing in the Process builder when I lookup. The email should be sent to "User: Integration User" from the current user's email address. Before discussing the solution let me show you a diagram of a Process Flow at a high level. UPPER(BillingCountry) =='USA', I am getting the exact same error. panda express addiction > alyssa lynch project mc2 > billing specialist superbadge challenge 6. billing specialist superbadge challenge 6 05 Jun. Breast Cancer at 29 REALLY?! It worked finally!! Could you provide additional details? Here I am using Standard Controller functionality. These are resume worthy for particular reason.. (LogOut/ If you enter a billing state with 2 characters that means the condition automatically becomes false and this means the expression inside AND can never be True to throw the error even if the sates entered do not follow the US states criteria. Thanks! I am getting the same error, can you help me to resolve it in case you know the resolution. Randomly enough, you dont seem to need to tick this box as part of your approval process to pass the challenge, but in a real-life scenario, Im pretty sure I would cover that base. I guess this trailhead superbadge should also teach a way to avoid this, I mean, only creating a task when the stage is prospecting once, and not everytime it changes to prospecting. Done the Superbadge Successfully.. : Opportunity.Account Type = customer and Opportunity.account id not equal to null, Node 2 Criteria. Only Trailhead Playgrounds have the correct data for these challenges.) Does your flow reference the approval process? 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. * Have you set your own approver? Check your Account.Type criteria. // This object is available in API version 17.0 and later. Please contact your system administrator for more information. you should see Materials word carefully. schedule ( 'Warehouse Time To Schedule to Test' , scheduleTime, new WarehouseSyncSchedule ()); Test . An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Superbadge-Process-Automation-Specialist/README.md at master 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. 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. Though in my view superbadges are more like test than learning modules. I'd start by inactivating the validation rule. If you did, and are still stuck, email some screen shots of what you have to my mom- rebecca@capstorm.com - and I will take a look at it. I would like to take a look at your approval process, validation rule, and the process itself. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Management process failed. ) Yes, I will help! Not sure what it means. Message: MALFORMED_QUERY: When . The condition to check for billing and shipping states are inside AND. 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. Many thanks again! I personally think a checkbox would be better and thats how Id do it in real life. Even the subject. Thank you for your prompt reply! Try a formula: AND (first criteria , second criteria)* Within the first node of the process, make sure to include both types of customers. IF Customer account: [Opportunity].Account.Type equals Customer - Direct[Opportunity].Account.Id is null falseAlert user via finance account creation form2. Basically I will be modelling the following conditions:- if a prospect account then send email to finance and create a task for account owner to send out marketing stuff- if customer account (direct or channel) just send email to financeIn your flow you used 2 nodes/criteria to distinguish between these 2, but I believe that could be handled in one node if one could add conditions on a task execution. There is also a slide deck that came in useful. Business Administration Specialist Superbadge- 3 & 4, Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6. Search for Validation rule and create a new under Leads. 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? Email: your own unique email id will work fine. This is pointing towards a problem with either the approval process or the node that pushes opportunities to pass thru the process. Add the desired fields as below, Next add the Opportunity Validation Rule with error formula as below. Pretty easy to build one more Process (3) that includes a formula to reset the Setup Date on Create. Give your Salesforce admin these details. Process automation specialist superbadge step 3 day of the week Jobs Please reference ID: YRQGUFCA. Give your Salesforce admin these details. type = rollup summary ( on opportunity function Max aggreate field-close date criteria- stage=close won), e)Deal win percent Youre creating a custom object, then when the opportunity is closed won, youll automatically create a Robot Setup record via Process Builder. Create Flow for Opportunities. 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 I'm happy to help you though if you would share some details about your process. I based my formula on the formula field I created earlier (to calculate the day of the week). error id: 429738065-586330 (157788690)ook up exceptioncode values in the soap api developer guide. This is my journey- a normal kid by day- a Trailhead explorer by night. First, you must pass the Approval Process Management Superbadge Unit to achieve this badge. In this part of challenge, we gonna create a flow which takes some input from user and will return list of Product record. Error ID: 1155961392-2800659 (157788690): [], Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. Hi Megha, I am unable to check my step 2 of 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. (She's the Rebecca Gray that is a user group leader and has 102 Trailhead badges. Make sure to inactive other processes in Processes to avoid interference and activate your process builder: Help onSuperbadge Process Automation specialistStep 6? ), validation rule name ==> country rule for shipping add Process Automation Specialist - Challenge 1 - Blogger Lead Country must be either. Good morning Trailhead Baby! Its only what a client would say in a real-life consulting environment. Alias: will be This value is empty. Make sure it is unique. Many thanks! 2, "Tuesday", 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.
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