The Day of the Week should not fall on Saturday or Sunday. I am stuck on challenge 5 not quite sure what to do or how to proceed. Many useful tips and 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. Make sure it's "active." 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. Activate it and deactivate any others, in last step what is this Formula If a flow cant do what you need you or a developer can write Apex to do so. 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'. When I made mistakes, I simply reverted to the last saved version. I passed this step. The issue- You should not be able to approve or reject the opportunity. Process automation specialist Superbadge feedback (Step 6) ACADEMIC & STUDENT SERVICES. Could you send a few screenshots to my mom's email: rebecca@capstorm.com or tag her in them on the Salesforce Success Community @RebeccaGray ? Thank youI have sent the screenshots for the process and the first step in the flow (Prospecting). Is that correct? I request people the same. The checking process creates 7 opportunities to test 7 different days and verifies the 7 Robot Setups that are created as a result do not fall on the weekend. Both of the validation rules on the Opportunity and Account objects were giving me trouble so I made them inactive. I hope to inspire all of the worlds trailblazers to learn, grow, and experience! // This object is available in API version 17.0 and later. Business Administration Specialist Superbadge- 3 & 4 Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6 Please spend a few minutes to go through the following Flow diagram and understand it. You dont have to rebuild the whole automation in another tool. If you are in a consulting role, WATCH THE VIDEOS. (They shouldn't).If you like, feel free to email me a few screenshots of your process or ** bonus points ** a video walk through. The issue was in validation rules. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup v3 process failed. Create Initial Submission Actions (Field Update) => Set Opportunity Stage to Waiting Approval. I included it by itself as it is apparently the one giving me issues. U have to create the robot setup object in step 3 and that only will be used here in create record. The due date should not be a static date. I checked and everything is totally fine. The free lemonade offer worked! Good! Not sure this is affecting the challenge. 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'. How do I select the stop button? I gave Assigned To ID as Opportunity.Account.OwnerID. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You can't change value for customer's channel: []And in a process builder, the first criteria looks like this:[Opportunity].StageNaem Equals Picklist Prospecting[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].Accdount.Id Does not equal Global Constant $GlobalConstant.Null$and the immediate actions are:Task- Due Date Only Formula- Assigned to ID Field Reference [Opportunity] Accoutn.Owner.ID- Priority Picklist High- Status Picklist High- Subject String Sent Marketing Materials - Related To ID Field Reference [Opportunity].IdWhen I delete the third condition in the first criteria, the error message is changed: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'.Where did I make a mistake?Thank you in advance! Hi Trailhead Baby,I am getting below error: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 in advance for your help! 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. Clarification: Approval Process 2 is Opportunity Stage = Awaiting Approval and Amount= 100k. as your own manager-, LEN( State ) Please help. Under Record Collection: Add New Resource Filterresult: Variable Type as below. Hi,The formula that I have used is as below:CASE(MOD(([Opportunity].CloseDate) - DATE(1900, 1, 7), 7),0, ([Opportunity].CloseDate) + 180 + FLOOR((180-1)/5)*2,1, ([Opportunity].CloseDate) + 180 + FLOOR((180)/5)*2,2, ([Opportunity].CloseDate) + 180 + FLOOR((180+1)/5)*2,3, ([Opportunity].CloseDate) + 180 + FLOOR((180+2)/5)*2,4, ([Opportunity].CloseDate) + 180 + FLOOR((180+3)/5)*2,5, ([Opportunity].CloseDate) + 180 + CEILING((180)/5)*2,6, ([Opportunity].CloseDate) - IF(180>0,1,0) + 180 + CEILING((180)/5)*2,null), Close! Many thanks again! Also, is there some sort of tutoring available or someone to chat with regarding questions on these challenges? Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. (Too much work for me!) I liked this one. Thank You. Automate Opportunities - Detailed stepsAll formulae are available in the below links https://salesforcehandle.com/superbadge-process-automation-specialist-he. Process Automation Super badge: Step 7 : salesforce - reddit It was happy with the ones I created (shown on the left) as long as the names contain the words Assembly System, CloudyBot and RainbowBot, youre home and dry. To determine the account types, read the transcript for the "Automate Opportunities" video - the second paragraph. 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. Rainbow Sales. I breezed through the first 6 sections of the superbadge without any problems. Please provide some details of how your process is currently set up. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. 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. I assume that you have a formula set up to make the due date 7 days from today. >>> Queue (search it in Quick Find Box) >>> New, Queue Name: will Hello, thank you for posting this. Stuck on Step 5 of Process Automation Specialist? Time investment starts from about five hours for the superbadge itself and can extend . If you would email a few screenshots, I am happy to take a look at them. Add New Resource Loop : Variable Type as below. 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). If you check these things and are still having trouble, feel free to email screenshots to me. I have same error. first exception on row 0; first error: cannot_execute_flow_trigger, we cant save this record because the automate opportunities process failed. Marketing Materials action Next. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Related To ID: id value of incorrect type: 0054P000009KkqWQAS. Thanks for informationThank you!! Check that may be another process is also in active. If you like what I write and it has been ever helpful to you. Please contact your system administrator for more information. It also removed the approval steps from Process Builder and highlighted with s the prerequisite items to building my process. Give your Salesforce admin these details. 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 Make sure it is unique. Thank you for sending the screenshots and the blog comment! On the 3rd node, the Opportunity Stage negotiation/review should cause the approval process to fire. Email alert for a newly created opportunity. I check my process it is working perfectly fine. OK, I managed to do this. Please contact your system administrator for more information. Error Message: I made two dollars today! Once I do this, those errors go away but I still get the error that my process cannot run. The Day of the Week should not fall on Saturday or Sunday. How frustrating!A few tips for the "Negotiation/Review" and "Approval" parts:- The node within process builder only needs 1 criteria for executing actions. Lead Country must be either US, USA or United State or it can be blank. ("manager" is the correct approver). 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? ) . Showcase your mastery of business process automation without writing a line of code. It is highly recommended to print the video transcripts, because there are a multitude of brief instructions that are easy to overlook while watching. You can open dev console in a separate window and try running the process. I am facing this error while checking my challenge Automate Oppotunities on Process Automation Specialist. 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. 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. 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. Create Three Email Templates:Finance: Account Creation,SALES: Opportunity Needs Approval,Sales: Opportunity Approval Status. I based my formula on the formula field I created earlier (to calculate the day of the week). Could you share the details of your process? 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. Can you help me to find out the problem. 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). Error: Restforce::ErrorCode::MalformedQuery. * Finance needs to know about all opportunities, but marketing materials only need to be sent to a certain group of opportunities. - criteria are met. If so, there are two things to look at:1) The process will stop after the first node unless you tell it to continue - try clicking the little "stop" square to see what happens :)2) There are 2 types of customers, so the process needs to account for both types . This post is so helpfull and informative.keep updating with more informationPython Programming BasicsPython Programming. Challenge 4: Create Sales Process and Validate Opportunities, Challenge 6: Create Flow for Opportunities. Run this rule if Create Flow for Opportunities. 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. . You can try it out yourself by entering a shipping state like TT which should throw the error but it wont. After selecting edit, scroll down. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity process failed. I responded to the email with a few tips-- starting off that there should be 4 nodes in the process, not 3. 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? Try something like this- because the only days that should not have Robot Setup's scheduled are Sunday & Saturday.CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). I have tried different order of decisions and whether to continue evaluating or stop after the action. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. Join our group and start sharing your views and ideas. Thanks Trailhead Baby. How did you solve. 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 ) ). How were you able to get around this? This value is empty. You know Santa! 5, "Friday", (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) 1, "Monday", type - formula (return type - percentage ) I have not encountered that error, but I'm happy to take a look at what you have! Would you mind posting the error message? Try a formula: AND (first criteria , second criteria)* Within the first node of the process, make sure to include both types of customers. I'm happy to look at your screen shots- send them to my mom's email: rebecca@capstorm.com I usually spend the weekend with my mom and dad, so I will probably not look at them until Monday. 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. Note: you need to install the unmanaged package for the email templates. Ask your administrator for help. Hey there! What do you suggest I do? What am i suppose to do ?? 0, "Sunday", Create Setup Record and Setup Date = 180 days + close date. UPPER(ShippingCountry) =='' Could something else be wrong? Challenge Not yet complete heres whats wrong: type = rollup summary ( on opportunity function Max aggreate field-close date criteria- stage=close won), e)Deal win percent Superbadge . Dont forget replicate For Shipping State/Province and Shipping Country same as Billing State/Province and Billing Country validation which I have mentioned above. [Opportunity].AccountId Does not equal Global Constant $GolbalConstant.Null 2. Please dont forgot to Activate the page. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct3. A positive- the screenshot you emailed of the "send marketing materials" action has all the correct criteria! This is pointing towards a problem with either the approval process or the node that pushes opportunities to pass thru the process. Sg efter jobs der relaterer sig til Process automation specialist superbadge challenge 5, eller anst p verdens strste freelance-markedsplads med 22m+ jobs. Message: MALFORMED_QUERY: When . Note the filter. No description, website, or topics provided. My fault was that after making the necessary changes, I forgot to activate it. This example explains the process of redirecting to another VF Page when you save an account record. Can you please help me to resolve it incase you know the resolution. Oh happy day!! Please contact your system administrator for more information. It gave away too many details, and I want you to have the EUREKA! 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. Label = Number of won deals <> 2 || A magnifying glass. 1. I would check a few things:Process Builder- * Node for Opportunity = Prospect (with the "send marketing materials" as the immediate action) - Do you have three entry criteria? An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Please debug the issue via debug logthere is an issue when the approval process is inserting record. Search for an answer or ask a question of the zone or Customer Support. Hi! Weve previously discussed Workflow vs. Thanks for this! (OR( ISPICKVAL(Type, 'Customer - Direct'), ISPICKVAL(Type, 'Customer - Channel')). On the trailhead community profile as well as on the Resume! Thanks, Tim, Let's take a look at your "Negotiation" node on the process. Do you have your own manager set up in the profile? Hello! Need help with specific errors? document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Have something to share? Are you sure you want to create this branch? Start a discussion in the forum to get straight-up answers, and avoid your query to be lost in the comment pile. It looks like you are almost there! But theres good news. OK I will send you a detail email with screen shots. It it activated? Thanks for driving me to write better and more , You havent done the process correctly retry with the approach above. If so, please share some details of your process. Change), You are commenting using your Facebook account. Stuck on Superbadge Process Automation specialistStep 1? I actually got it. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. A manual record should trigger the process - I don't know why it wouldn't. Create Names with related to appropriate sales team. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. I'm happy to take a look if you could comment with what you have. I need your help. I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. In challenge 5 there is a hyperlink on robotsetup too. Please reference ID: YRQGUFCA. 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 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. Create a process with process builder Opportunity object with option created and updated. Could you provide additional details? First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, The high value deals over $100K have to be approved before you can close. But in your logic, you are using LEN(BillingState)>2. 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. It may have been deleted by another user, or there may have been a system error. It's worth notifying that case 0 means Sunday, not Monday, and the solution may require an additional day to skip weekends. Create a record type named RB Robotics Process RT. Alias: will be I am glad that you have this set up as the second node. Need help!! Error ID: 1930596534-98280 (1684581515): []. LEN is your friend for the State validation. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Cannot change Account Name if Type is Customer Direct, Channel: [Name]. UPPER(BillingCountry) =='USA', Thank you for your Blog, Your information is always extremely helpful!!! Watching videos is easy these days than Hey trailblazer, I'm here to guide you in earning the Approval Process Specialist Superbadge, which is part of the Process Automation Specialist badge. Prerequisite: Make sure you have successfully logged in to your Give your Salesforce admin these details. 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. Test it yourself before you hit the button. That's what I would do if it isn't a validation rule problem. formula ==> Do you want me to take a look at the process? All of them have to be inactive. I can surely b wrong. Small contribution to SFDC community. Hi Trailhead Baby,I have been trying to complete challenge 5 of Process Automation Super Badge. The approval process is straightforward. You're amazing. Hi Rajendra,Happy to helpbut I will need some details. (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. Did you have to build a new custom picklist field for the bot types? Apex Class Go to Developer Console >>> File >>> Open >>> Apex Class Click on WarehouseSyncScheduleTest class >>> Open A template of the apex class will be opened, write your code there- @ isTest public class WarehouseSyncScheduleTest { @ isTest static void WarehousescheduleTest (){ String scheduleTime = '00 00 01 * * ?' 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 pictureof problem statement. Tips for Passing the Process Automation Specialist Superbadge If you could share some details of what you have, I am happy to take a look. important case law for law enforcement. (Hint: Remember to click on the "stop" button at the end of each node to change it to "evaluate the next criteria" until you hit the final node.). This is probably the most simple step to be stuck on for days!Lets solve it to claim our badge super fast! I'm have to send you screen shots of my entire process if necessary. You can look up ExceptionCode values in the SOAP API Developer Guide. Please contact your administrator for more information. Username: will be autofilled but you can change it to an easy one . I am taking on automation specialist superbadge. +1,500 points ~1 hr . For anyone in a consulting role with a few years experience, you should find it fairly straightforward, but for those who arent, I hope this helps in some way. Error ID: 1155961392-2800659 (157788690): [], Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. 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. The entry criteria are not correct nor are the final approval / rejection steps. Hi Trailhead Baby,I'm happy to get your reply. (She's the Rebecca Gray that is a user group leader and has 102 Trailhead badges. Give your Salesforce admin these details. ), validation rule Name ==> State Validation rule for billing add {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. There is an additional node with a separate immediate action that should come first. But I didnt understand the formula you changed in the last step for Date field in Robot Setup Object. This one gets a bit trickier because she makes a subtle hint that you need to nest your Processes. There was an unexpected error in your org which is preventing this assessment check from completing: System.NullPointerException: Argument cannot be null. Negotiation Stage & Amount > 100 000, automatically submit for approval. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Anything over $100K--have to be approved before they can close: []. He laughs when I poke his nose and tries to take toys out of my hand. Node 3- Revise criteria. Challenge-1 : Automate Leads Step-1 : Validation rule on Lead to verify Country and State field. Process Automation SuperBadge Step 5 - Stack Overflow (Be sure to create a Trailhead Playground, and not a regular Developer Edition org. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Add New Resource Looptxt1 : Variable Type as below. (Not a specific person). I keep getting this error with the process automation superbadge. Click on the Step 5 I keep getting the following message: Challenge Not yet complete heres whats wrong: NOT (OR ( BillingCountry = 'US', BillingCountry = 'USA', BillingCountry = 'United State'. Not sure what it means. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. I have tried few changes as recommended in this thread but no avail. for a specific picklist value you are showing/hiding a particular part of a VF Page. Something that helped was saving the report frequently. Shipping and Billing Country must be either. There is also a slide deck that came in useful. Process Automation Specialist Superbadge Showcase your mastery of business process automation without writing a line of code.
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