process automation specialist superbadge step 6

Process Automation Specialist Superbadge 5 October 03 2017 A project with Daddy. Create a process with process builder Opportunity object with option created and updated. NOT( Complete the capstone assessment to earn the Approval Process Specialist Superbadge. Hi! {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct3. Alias: will be There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. I will make sure to reply you within short time and help you to complete the Superbadge. (Just post the details as a reply). 12 . create master detail relationship with opportunity. Error Message: Error Message: You can not save a new account unless the shipping and billing state fields are valid US state abbreviations, and the country field is either blank or US, USA, or United States. (Different criteria = different nodes. Could not fix that with any of the formulas. I dont get much time these days to redo the challenges. Error: Restforce::ErrorCode::MalformedQuery. Hi Daria- Could you share some details here in the comments? Hi Bareera,I emailed some suggestions. Change), You are commenting using your Facebook account. There are multiple types of customers and you are missing one major condition.Node 2- Missing the same condition as node 1 Why would finance be notified two times? 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. 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! Same error. It turns out, you can build fancy widgets without developers! Reports Accounts by Market To create the "Market" row grouping, use a bucket field. Node 1- Tweak quite a bit. Negotiation Stage & Amount > 100 000, automatically submit for approval. UPPER(BillingCountry) =='United States', Send Welcome Packet Email, when the Opportunity is Closed Won. Steps-2 : Create Two Queues 1. startTest (); Test . Im facing one problem. This is in the flow builder. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. I checked and everything is totally fine. Process automation specialist superbadge step 8 Please help!! Why the change of heart? You can open dev console in a separate window and try running the process. A positive- the screenshot you emailed of the "send marketing materials" action has all the correct criteria! This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0010o00002GvZOaAAN. Please Approve my messages I need help with this step. A magnifying glass. moment when you solve this tough challenge. 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. {!myVariable_current.Amount} (101,000) Greater than or equal 100,000Logic: All conditions must be true (AND)SUBMIT FOR APPROVAL: myRule_6_A1Inputs:objectId = {!myVariable_current.Id} (0062E00001CO0koQAD)comment = nullprocessDefinitionNameOrId = Approval_Process_100K_OpportunityskipEntryCriteria = falseError Occurred: No applicable approval process was found. a time taking process for you ?? wow, thank you for such a quick reply! First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup process failed. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. & tnx buddy once again for your solution. have high-level requirements but the detailed solution is up to the person building the processes and doesn't follow step-by-step guidance. I am taking on automation specialist superbadge. Give your Salesforce admin these details. {!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. If you are familiar with report and dashboards, this challenge should only take 30 or so minutes to complete. Struggling with the last step for 2 days now. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Your process looks perfect. When you start a create a new report, simply click to start with a clean screen. For AND to be true, all the conditions inside it should be true. Challenge-6 (Create Flow for Opportunities), How to show or hide a particular section of Visualforce Page dependent upon picklistfield value, How to redirect to another Vf page after saving a record. Hi Kona, * Are the opportunity stage field updates within the approval process set up? CASE(WEEKDAY([Opportunity].CloseDate + 180) ,7,[Opportunity].CloseDate + 182,1,[Opportunity].CloseDate + 181,[Opportunity].CloseDate + 180) and it worked, Challenge 1 : Automate Leads :Assignment Rules\Select the criteria for this rule entry Ive even tried building just a process for the robot setup creation just to take away all of the noise. Note: you need to install the unmanaged package for the email templates. I'll need the information for the node and the immediate actions. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup v3 process failed. 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. R&D. Ask your administrator for help. The Day of the Week should not fall on Saturday or Sunday. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Have something to share? When the Account was prospect it did create the task. Search for Validation rule and create a new under Leads. )Thank you! Please refer to the step again. Give your Salesforce admin these details. Thank you for your prompt reply! (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) Email some screenshots or a video of your process to rebecca@capstorm.com. It it activated? I request you create a thread of this error and your suggested solution in the forum, as I might wud have to take down this post in future. Step 2. I breezed through the first 6 sections of the superbadge without any problems. Hello friends,I removed the post that contained a walk through of this step. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, dont edit these types: []* The first node of this process should have 4 criteria with customized logic. a) Number of deals=> Figure 1: Application Lifecycle Management Step 1: Plan Release Gathering project requirements and analyzing them. Hint: Carefully read / listen to the 1st line of the "Automate Opportunities" video/transcript. 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. It seems as I have to make a difference between Prospect Accounts and existing Customer Accounts (Direct or Channel). 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. Please provide some details of how your process is currently set up. Thanks for driving me to write better and more , You havent done the process correctly retry with the approach above. (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) Please contact your system administrator for more information. 2. Process automation specialist superbadge step 7 jobs Lets solve this developer Superbadge Process Automation Specialist for the Level up challenge. Go to the Process we created in step 5. Lead State must be valid 2-digit US state. Give your Salesforce admin these details. Automate Opportunities | Process Automation Specialist Superbadge Obviously, if youre reading this now, youll have unlocked the badge by completing the pre-requisites; you may also have started working on the superbadge. 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. Let me know when you pass! 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'. 8 . 2) If a field does not exist, you can not encrypt or track field history. type = rollup summary ( on opportunity function count), b) Number of won deals => Process Automation Specialist Superbadge - Blogger The Country field is allowed to be blank, so youll need to build this into your validation rule. This is one sales process, but youll need a record type. There was an unhandled exception. Although my problem is solved I'm still trying to understand. The due date should not be a static date. did you got solution. Give your Salesforce admin these details. Error ID: 1066628416-17251 (1684581515): []. Doesnt matter if the flow actually works. This time a complete new error message appears:A new Opportunity with a 'Prospecting' stage for a 'Prospect' Account did not successfully create a Task for the Account owner with the Subject 'Send Marketing Materials'. 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. Challenge 5 , node 4. what am I suppose to do ?? Leave a comment for the Trailhead Baby! The conditions for "which record" triggers the criteria are specified within the node. But before starting with the release management, let us build the foundation with Application Life cycleManagement. On the error message, you could dig down within the developer console- frankly a bit beyond my admin skill set. IF Prospect account:[Opportunity].Account.Type equals Prospect[Opportunity].Account.Id is null false [Opportunity].StageName equals ProspectingCreate Task:Due Date Only TODAY()+7Assigned to ID [Opportunity].Account.OwnerIdPriority HighStatus In ProgressSubject Send Marketing MaterialsRelated to ID [Opportunity].IdAlert manger via finance account creation form3. what to do now? Want to share a concept or story? The error message is still showing up and I'm running out of ideas. Thank you again!!!! It will help the people those who want to complete the Superbadge. Trailhead Superbadge Series: Process Automation Specialist - Automate You are missing one condition.2) Look at your "create a prospect" task. After giving it some considerable thought, I ended up creating a Process (1) to handle the emails to Finance (and the task), then invoking that in another Process (2) that runs based on Opportunity Stages. Opportunity account type, stage name, and the account id does not equal Null?Approval Process-* Is the >$100,000 entry criteria in the approval process (not in process builder)? Thanks in advance. Nothing, nothing is working. It's worth notifying that case 0 means Sunday, not Monday, and the solution may require an additional day to skip weekends. type = rollup summary ( on opportunity function sum aggreate field ammount criteria- stage=close won), d)Last won deal date Formula==> trailhead playground and have installed the package: Package Name: 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 :). I have same error. In terms of the Processes I built, I got a bit confused when she said: Because now that I think about it, it makes sense to do some of those things I just mentioned only if an opportunity is in the Prospecting stage, and other things happen later.. I included it by itself as it is apparently the one giving me issues. : [StageName]. Hi! Im not getting a option for RB Robotics templetes in lookup. "Not sure if issue is with my process built or approval processThank you so much in advance! Dont forget replicate For Shipping State/Province and Shipping Country same as Billing State/Province and Billing Country validation which I have mentioned above. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Anything over $100K--have to be approved before they can close: []. An Opportunity with the Stage Negotiation/Review and the Amount greater than $100,000 was not successfully submitted for approval upon creation. A manual record should trigger the process - I don't know why it wouldn't. (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. 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 An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Thanks for the quick response, I still having some issues with the formula for the 180 days after the Close Date. Make sure it is unique. Great!! Testing this uncovered a few issues: it was originally an auto-launched flow (wrong!) 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'. 180 mod 7 gives 5, so only when Opportunity's close date is on Monday or Tuesday Robot Setup Date may occur on weekend. Amazing blog to go through and understand the steps in detail. [ https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4] Step 3 : Create validation rule on lead object. And with Super Set credentials, showcase your expertise in a specific domain and take the next step towards landing a top job. did not pass. Curious if you have seen this error.Regards, Hello- Yes I have seen this error before. billing specialist superbadge challenge 6. 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 UPPER(BillingCountry) =='' Please contact your system administrator for more information. Not sure where to go next, This afternoon, I added a genius wig in an attempt to look a little older and more experienced. And I have started my flow in Process Builder When a record is created or edited. Complete the capstone assessment to earn the Process Automation Specialist Superbadge. <> 2 || Badge List - Top Trailblazers I passed this step but another error occurred. Also, is there some sort of tutoring available or someone to chat with regarding questions on these challenges? Let the universe renounce some goodness to you . I passed the Process Automation Specialist Superbadge on Salesforce Trailhead a couple of weeks ago and got very confused when it said Id also got a First Ascent flag.I genuinely had no idea what it meant until I put a message out on my company Chatter and they told me it was because Id got each challenge right the first time. Assembly System Sales. I check my process it is working perfectly fine. 6, "Saturday", "Error"), step 3: An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow.

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