I have completed my Superbadge, Thanks, Tim, Let's take a look at your "Negotiation" node on the process. It was giving away too much of the challenge. This is crucial to earn this badge. Check spelling., Even after updating BillingState in object records also same error come and also refreshed website, I got the answer ..wrongly done under Opportunity ..We need to do under Account this challenge has to be done, hi my problem is same can you please help me out how you solve Automate Opportunities, For the Last Step i just used this formula Action for Node 3: ApprovalsChoose the one we created for the opportunity here. Email: your own unique email id will work fine. Did you figure this out I am also getting the same error stuck on this challenge since 2 days. Prospect node of process builder:Opportunity.Stage equals prospectingOpportunity.AccountId does not equal $GlobalConstant.nullImmediate actions:Email finance group Create task:Due date only = TODAY() Assigned to ID = Opportunity.AccountID.OwnerIdPriority = HighStatus = Not startedSubject= send marketing materialsIf I try to add the related to ID field it automatically goes back to the first critique that the process couldn't run. 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 Regarding step 5, if you change the stage of the opportunity and change back to prospecting, another task Send marketing materials would be created. wow, thank you for such a quick reply! It it activated? I wont say any more than that, for fear of giving it away, but if youre stuck, feel free to tweet me @gemziebeth. It was fine with that. Thanks now I'm receiving this error:There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. Business Administration Specialist Superbadge- 3 & 4 Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6 Salesforce Interview Questions and Answers We Swear By! In superbadge challenge Account Automate i got below error, Error: Field BillingState does not exist. I created some email templates to start off with since I find it irritating having to come in and out of the Process Builder: I was lazy with these; I just put the link into the body of the email and it was fine. I ranted again, moved things around, tried again. A few hints:* The first node should have 4 criteria plus conditional logic* The second node should have 3Recommendation: Read through the instructions again and sketch out the process on paper before starting in Salesforce. I will give it a try. 2) For the task: The due date formula is missing from your comment. Thanks for the quick response, I still having some issues with the formula for the 180 days after the Close Date. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. 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! You're amazing. My only hunch is the Day of the Week field on the Robot Setup Custom object which is not setup as formula. IRL this wouldnt happen! Session Security Superbadge Unit . Ask your administrator for help. Thanks Trailhead Baby this was very helpful!!! Forgetting to activate is an easy oops. The "send marketing materials" should not be a part of the first node. Is their anyway I can share my screen shots please? Remember that Salesforce calculates DateDiff in days, so I did 365*2 and it was happy with that. UPPER(ShippingCountry) =='US', That being said my next challenge personally is to figure out how to make the flow work. Same error. The good news- Using the criteria that you provided for the first criteria is perfect- if used as the second node! I'm receiving this message: 'Challenge Not yet complete here's what's wrong: A Closed Won Opportunity did not successfully either create a Robot Setup record and if it did, then the Date__c was not 180 date from the Opportunity Close Date'.I suppose there is a problem with my approval process. Save my name, email, and website in this browser for the next time I comment. Close. Youre being a helping hand here I see. This report lists the elements that the flow interview executed. Give your Salesforce admin these details. Tip:Create 2 public groups (Sales Team) and assign each one queue. Error ID: 177298165-18684 (373317706): []I've redone this challenge multiple times but keep getting this result. High Value Residential This report includes: 1 filter, 1 grouping, and 1 summarized field. I'd check this first to see if you have any validation rules on the opportunity object. CASE( >>> Lead Assignment rule(search it in Quick Find Box) Is the process active? Hi, thanks for the guide. startTest (); Test . 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. The first three Superbadges can be taken in any order, and completing all three unlocks the fourth Superbadge, Advanced Apex Specialist. Good morning Trailhead Baby! Below are tips and gotchas for each report / dashboard. Thank you again!!!! I am glad that you have this set up as the second node. Hello friends,I removed the post that contained a walk through of this step. 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. || Country ="USA" || Country ="United States" || This error i get while validating 5 step. An unhandled fault has occurred while processing the flow. be auto filled as Rainbow_Sales. NOT(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(Country ="US" A magnifying glass. did not produce the expected outcome., Challenge 5 i am getting an error like A new Opportunity with a prospecting stage for a Prospect account did not successfully create a Task for the Account owner with subject Send Marketing Materials. Robot Setup Record should not happen immediately. @Trailhead Baby: Hi! apex specialist specialist Thanks in advance for your help! If u select the stop button it doesnt work, select the evaluate the next criteria button. Also- Make sure that the "evaluate next criteria" verbiage shows on the node above.And - Make sure the process is activated.Still stuck? Hello, I have the exact same problem. Join our group and start sharing your views and ideas. A flow trigger failed to execute the flow with version ID 3011I000000DAEO. Please contact your system administrator for more information. Message: MALFORMED_QUERY: When retrieving results with Metadata or FullName fields, the query qualifications must specify no more than one row for retrieval. You wont need to go as far as deactivating any irrelevant Opportunity stages-just add the ones you need to the record type and leave the rest behind. Have you walked through each step of the process like a end user to make sure that it works? Hi Bareera,I emailed some suggestions. How were you able to get around this? type = rollup summary ( on opportunity function count criteria- stage=close won), c) Amount of won deals Hi Trailhead Baby,I have been trying to complete challenge 5 of Process Automation Super Badge. I had two. Not able to see Robot Setup object in Record type drop down list for node 4 in challenge 5. Username: will be autofilled but you can change it to an easy one . "Basically we want to send an email to the finance group whenever an opportunity is created for."(Opportunity accountID is not null and the AccountType is A, B, or C.). I'm looking forward to hearing that you passed the challenge! It will help the people those who want to complete the Superbadge. Hello Rajendra,I am happy to help. 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. Home type - formula (return type - percentage ) I personally think a checkbox would be better and thats how Id do it in real life. . Please try again. Easy!)). Sometimes it is much easier to look at a visual than try to understand from words!A few things to consider:1) Not all opportunities should receive marketing materials, but all opportunities should trigger the email to finance. Scroll to the bottom and change your manager to be Nushi. setMock ( HttpCalloutMock . It worked! Hi! 5, "Friday", Let the universe renounce some goodness to you . It's saying the Send an email to the finance group process failed. On the trailhead community profile as well as on the Resume! +2,000 points ~1 hr . 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? A positive- the screenshot you emailed of the "send marketing materials" action has all the correct criteria! To solve the above business use case we will modify the Screen Flow Created for this article. Thank you in advance for your help! formula ==> 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. Great!! If yes to these questions, let's take a deeper look! Record Page Properties are as follows, CASE( MOD( Date__c DATE(1900, 1, 7), 7), 0, Sunday, 1, Monday, 2, Tuesday, 3, Wednesday, 4, Thursday, 5, Friday, 6, Saturday,Error), Or You can use this formula also instead of above formula, CASE(WEEKDAY( Date__c ),1, Sunday,2, Monday,3, Tuesday,4, Wednesday,5, Thursday,6, Friday,7, Saturday,Text(WEEKDAY( Date__c ))), Create Another Process Builder (Name: Robot Setup). Please help, The setup record should not occur on a weekend CloseDate+180 does not exclude weekends.This thread from the developer community should help:https://developer.salesforce.com/forums/?id=906F00000008vlZIAQ. 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. First, you must pass the Approval Process Management Superbadge Unit to achieve this badge. Otherwise, an email would be sent to finance every time you have an opportunity created or edited as long as the opportunity is associated with an account. (Integration User), Create an approval process with entry criteria as followed :-, Email Template :- SALES: Opportunity Needs Approval. Happy to take a look- rebecca@capstorm.com. Sharing is caring. The account type is missing in yours. But I didnt understand the formula you changed in the last step for Date field in Robot Setup Object. Hello! (You can also email screenshots) I'm happy to look at some screenshots via email, but I like to do as much posting here as possible in order to help others that may face the same issue. 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. Action for Node 4: Record for Robot SetupSet fields as below and Date formula being ( closed date +180 ). Create following fields with correct data type: Create Sales Process in Opportunity; thename should be. Can you tell me why? Are you sure you want to create this branch? Did you get it resolved? trailhead playground and have installed the package: Username: will be Issue with Step 4 Superbadge process automation specialist? First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You Need Approval From Manager. 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. Please help to overcome from the Problem. When I made mistakes, I simply reverted to the last saved version. Yay! Required fields are marked *. 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. I checked and everything is totally fine. Were you able to figure it out? Like it and share it to help our #salesforceohana members. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. (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. The way I tackle these is to think the process through If a deal enters the negotiation / review stage, the deal must be approved.Only deals that are over $100,000 qualify unless they have already been approved.The way that your's reads-If an opportunity is in the negotiation / review stage with an amount over $100,000 and is approved IsClosed? I put on a pot of coffee and the world immediately becomes a mess of thoughts, feelings, and emotions. Hi again,This was actually my second node. 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. I do not believe that is possible right ? I am having problem in adding action to the Closed Won Deal criteria, I am not getting Opportunity field in Robot setup record type. ISPICKVAL( Type , 'Customer - Direct') , fj40 ls swap. Thank you so much for your good work. And with Super Set credentials, showcase your expertise in a specific domain and take the next step towards landing a top job. Please provide some details of how your process is currently set up. Thank youI have sent the screenshots for the process and the first step in the flow (Prospecting). According to the solution provided, if an opportunity is customer account type, then it will never go through the approval process. 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? we all are done with preps. It doesn't make sense.Rework the formula- it is actually a pretty simple one - with only two conditions. 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. Go to the Process we created in step 5. ACADEMIC & STUDENT SERVICES. Please post some details regarding the process- which criteria are in place. Its only what a client would say in a real-life consulting environment. 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. 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. You are so close to passing! I passed this step. I need help with the Process Automation Superbadge Challenge # 5.Requirements : Automate 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. Pretty easy to build one more Process (3) that includes a formula to reset the Setup Date on Create. Amazing blog to go through and understand the steps in detail. I hope this made sense! As matter of fact, I had to delete a validation rule for customer stage field and passed. I responded to the email with a few tips-- starting off that there should be 4 nodes in the process, not 3. ("manager" is the correct approver). Now, edit your own details make Nushi Create Flow for Opportunities. Only one process have to active otherwise it give same error. : Opportunity.Account Type = customer and Opportunity.account id not equal to null, Node 2 Criteria. 2. * 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? 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. Just open the debug logs and check. Good! Probably you missed to create Immediate Action Awaiting Approval, which is strictly required and given on instructional video. Check out the transcript of the "Automate Setups" video: "We need to make sure that any robot setup date that would fall on Saturday or Sunday is set to the following Monday instead." CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). Yes- there are several things that could be the cause. Waw, what a dedication--both in terms of the superbadges and answering all of those questions! First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Management process failed. Leave a comment for the Trailhead Baby! Thank you in advance, Hii Kona, "Related details:- (2nd node) Criteria Name: Opportunity = prospect; Set Conditions: 1. Validation Rules >> New. - I do not know of a way to add conditions on task execution - When you choose to "create a record," you are limited to the fields within the specific object. >>> Queue (search it in Quick Find Box) >>> New, Queue Name: will The email should be sent to "User: Integration User" from the current user's email address. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Have something to share? It looks good on a resume to be a contributor. Remember to activate the process approval, it worked for me, Challenge Not yet complete heres whats wrong: type - formula (return type - text) Create Setup Record and Setup Date = 180 days + close date. Salesforce Error ID: 1067837610-13774 (1684581515)Any assistance would be greatly appreciated. Any help very much appreciated, Absolutely the same issue :(. Just update your process builder with single condition where it checks Opportunity as closed one, remove all your other 3 conditions. I am stuck with this, kindly help Note: If you face any trouble in any of the challenge, comment below. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Automation process failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Approval for a deal of more than $100K is must before closing. 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. Create Sales Process and Validate OpportunitiesCreate a sales process with the required stages and name it RB Robotics Sales Process. The post that you are referencing was removed. I would first check to make sure that I'm pointing my flow towards the correct approval process.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 UnlockIf you are still stuck, email a few screen shots of your approval process to my mom: rebecca@capstorm.com ,and I'll take a look at it. Nov 21, 2022, 2:52 PM UTC snake lamp wall street restaurants mi fantasy 5 numbers home depot washers and dryers mature girls squirting 1986 international s1600 for sale. I am facing this error : The Robot Setup Day of the Week formula does not seem to be working properly.I am unable to edit the Custom field 'Day of the Week' datatype to formula. Error ID: 2146461946-632512 (157788690): []. Flows while purely a declarative tool sit between Process Builder and Apex. If you are still getting the error, send a few screenshots of your process my way and I will take a look- rebecca@capstorm.com. In this part of challenge, we gonna create a flow which takes some input from user and will return list of Product record. Negotiation Stage & Amount > 100 000, automatically submit for approval. For some areas where I was finding it difficult to figure the approach I needed to take, the guide here came in handy. So, rather than using > symbol to check LEN(STATE) use =, and add NOT for AND, it should be like below: OR can you pleas help me in this, In challenge 2 Im getting error like Challenge Not yet complete heres whats wrong: Im not getting a option for RB Robotics templetes in lookup. Lookup field used to select the user's manager. Search in quick box and select lead as object and create the below queues. for a specific picklist value you are showing/hiding a particular part of a VF Page. Need help!! I do not know what a " status picklist" is - Get rid of this criteria. My brother has started to play with me! In challenge 5 there is a hyperlink on robotsetup too. Steps-2 : Create Two Queues 1. You can look up ExceptionCode values in the SOAP API Developer Guide. The "related to ID: id value of incorrect type" may also mean that there is an incorrect field reference in your process. Rainbow Sales. : []And I also receive a email with the flow erro:Error element myRule_6_A1 (FlowActionCall).No applicable approval process was found. Change formula of date field from[Opportunity].CloseDate + 180..to.. below formula. If I check the Challenge it works, but if I manually add an opportunity below 100k it fails to trigger the approval process. Register as a new user and use Qiita more conveniently, 6, You can efficiently read back useful information. https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation, HOw to: WordPress MultiSite with Multi TOP level Domain (TLD), Maintain Your Pardot Specialist Certification for Spring 19, Maintain Your Marketing Cloud Email Specialist Certification for Spring 19, Platform Developer CErtification I Learn Whats New for Platform Developers in Spring 19, PLATFORM DEVELOPER I Certification Maintenance Work with the New Apex Security Settings (Spring 19). 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. Element 2: Get Record as belowLabel: Search Prod select object as Product. The Country field is allowed to be blank, so youll need to build this into your validation rule. I've just completed the step. label - Deal win percent Flow error messages: An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. 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. Could you provide additional details? Nothing, nothing is working. I can surely b wrong. I dnt know where I am wrong. Thanks Trailhead Baby. Hey there! Error ID: 2146461946-632512 (157788690)ok up ExceptionCode values in the SOAP API Developer Guide. 1. . type = rollup summary ( on opportunity function count), b) Number of won deals => I kept getting this message: To continue the process after evaluating this criteria, define the next criteria node. I hate to give up, but I have now tired every formula, every process and combination of process (and my initial formula *should* have worked), Ive conducted my own tests and never get a Saturday or Sunday and I sitll get this error.
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