process automation specialist superbadge step 6

Save and Activate the flow.Now search Lightning App BuilderAdd New page: Select Record Type Label: Product_Quick_SearchObject: OpportunityPick any templateAnd Drag and drop Flows from Left palette, select the flow we made and Save! I am missing something but I cannot locate the issue since all the parameters and processes seem to be in a proper order. Apex but theres another automation tool Admins should have in their tool belts as well called Flows. I dnt see an option for [Opportunity].Id in my process. Navigated to process builder and unable to find field opportunity.account.type and all. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. 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. * 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? First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity process failed. Mom is not aware of my nocturnal computing, so I keep the noise to a minimum, and she assumes that I am slumbering away. This is not the issue, as an admin you can have assign/reject permission. In this example, I am going to explain that how to show/hide a particular section of Vf Page that depends on a picklist field value i.e. 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. UPPER(BillingCountry) =='USA', Process Automation Specialist Step 6 Flow Builder - ione.eu.org ISBLANK(Country) ) ), Similarly, make another queue with label as "Assembly System I do not see an obvious issue in what you sent.but details would be helpful, This is my error, where did I go wrong: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. Give your Salesforce admin these details. They dont want any State abbreviations that are greater than or less than 2. Node 3- Revise criteria. Is the Nushi Davoud someone that can be picked from a picklist or am I supposed to manually enter them? Hey there! I did the same. Follow all the steps and in Assigned to ID give Account Owner Id not Account ID. I'm happy to help you though if you would share some details about your process. Not able to see Robot Setup object in Record type drop down list for node 4 in challenge 5. Concepts we use to complete this Superbadge: Validations and Formulas Sales Process Process Builder Flow Important Pre-works before you start doing this Superbadge: Create a new Trailhead Playground for this superbadge. I will provide you with all the information needed once you direct me to a potential spot of error. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Subject String Send Marketing Materials 5. Let's dig a bit deeper in to the process. The Robot Setup Day of the Week formula does not seem to be working properly. If you get stuck again, I'm happy to take a look! Create an lead assignment rule and make 2 rules entries and give order accordingly. Create 4 Roll Up Summary fields as below: Field 1: Label:Number of dealsSummary Type:COUNTSummarized Object:OpportunityFilter Criteria:None, Field 2: Label:Number of won dealsSummary Type:COUNTSummarized Object:OpportunityFilter Criteria:Stage EQUALS Closed Won, Field 3: Label:Last won deal dateSummary Type:MAXField to Aggregate:Opportunity: Close DateSummarized Object:OpportunityFilter Criteria:Stage EQUALS Closed Won, Field 4: Label:Amount of won dealsSummary Type:SUMField to Aggregate:Opportunity: AmountSummarized Object:OpportunityFilter Criteria:Stage EQUALS Closed Won, Field 5:Label:Deal win percentReturn Type:PercentDecimal Places: 2Formula:(Number_of_won_deals__c / Number_of_deals__c), Field 6:Label:Call for ServiceReturn Type:TextFormula:IF( DATE( YEAR(Last_won_deal_date__c)+2 , MONTH(Last_won_deal_date__c),DAY(Last_won_deal_date__c) ) <= TODAY(), Yes, No), Validation Rule 1 : Rule Name :US_Address (Anything). My brother has started to play with me! Salesforcians - Blogger Hello Sai- I took a look at your screenshots:A few tips:1) The approval process needs some edits. Many thanks! I sent you an email with the detail Screen shots. Send Welcome Packet Email, when the Opportunity is Closed Won. 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. Open Support Cases You ma, I might complain about my brother sometimesespecially how he takes up so much of mom's timebut I've decided that he really is a nifty fellow. I got an email with information that there's 'No Applicable Approval Process', but I have assigned Nushi Davoud for both my approval processes. Various trademarks held by their respective owners. One of those stages needs to call your other Process (1). You are missing many of the instructions. Hi Trailhead Baby,I used to have the following error:There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist. Create a process with the process builderOpportunity object with option created and updated. (LogOut/ Priority Picklist High 4. Negotiation Stage & Amount > 100 000, automatically submit for approval. I've read all postings related to this and went thru what I've but couldn't find the error. Please install the package first through app launcher or follow below link: 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. 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. Thank you so much!The criteria on the "Negotiation" node were both based on Opportunity Stage Name AND Opportunity Amount. Create some Roll-up Summary and formula field on Account Object. Give your Salesforce admin these details. https://www.youtube.com/watch?v=kqQyCsOgO8Q. And it takes care of the process thereby. Also- Make sure that the "evaluate next criteria" verbiage shows on the node above.And - Make sure the process is activated.Still stuck? Waw, what a dedication--both in terms of the superbadges and answering all of those questions! If you are a new Trailhead Baby fan, all you need to know is that I'm a regular baby by day but a daring Trailblazer by night. CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). Getting this error in 5th step ( Automate Opportunities) of Process Automation Specialist superbadge. Do you have the approval process set up so that the manager is the approver? be auto filled as Rainbow_Sales. I will send you an email - Thanks! 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. Email alert for a newly created opportunity. If you want First Ascent, dont use Check Challenge to test what youve built. 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. Lead State must be valid 2-digit US state. * Finance needs to know about all opportunities, but marketing materials only need to be sent to a certain group of opportunities. Hint: Carefully read / listen to the 1st line of the "Automate Opportunities" video/transcript. Hey can you help me for completing superbadge challenge6 i.e Automate Oppertunities. Result size: 2. I also got the same error.How did you rectified it. Happy to take a look- rebecca@capstorm.com. Error Message: Ive used Flow a LOT in recent years, but I learnt a lot more about it from completing this exercise. Its only what a client would say in a real-life consulting environment. I passed this step. I ranted again, moved things around, tried again. This one gets a bit trickier because she makes a subtle hint that you need to nest your Processes. VALIDATION RULE 2 : Rule Name :Name Change, Error Message :You cant change the Account name for Customer Direct or Customer Channel. type = rollup summary ( on opportunity function sum aggreate field ammount criteria- stage=close won), d)Last won deal date Thank you for sending the screenshots and the blog comment! First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Cannot change Account Name if Type is Customer Direct, Channel: [Name]. Hi! First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Management process failed. : Opportunity Stage = Negotiation/Review and Opportunity Amount > 100,000, Node 4 Criteria. Weve previously discussed Workflow vs. Thank you for posting the solution! Thanks for the screenshots! I gave Assigned To ID as Opportunity.Account.OwnerID. Thank you so much for the advice Trailhead Baby! But whereas If I am creating opportunity in Salesforce, i am able to approve and reject the Opportunity, do not know where it is failing Hey there! Add the component on newly created Opportunity Record Page. A magnifying glass. Weve previously discussed Workflow vs. But I didnt understand the formula you changed in the last step for Date field in Robot Setup Object. Create a process with process builder Opportunity object with option created and updated. "I'm going crazy, I have days doing this and I can not, can you help me? You will get logs populated. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct4. Can you double check that you emailed:rebecca@capstorm.com ? (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) CONTAINS An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Process automation specialist superbadge step 8 I hope this gets you started! Sg efter jobs der relaterer sig til Process automation specialist superbadge challenge 5, eller anst p verdens strste freelance-markedsplads med 22m+ jobs. THANK YOU so much! First- probably a silly question. An unhandled fault has occurred while processing the flow. {!myVariable_current.StageName} (Negotiation/Review) Equals ProspectingLogic: All conditions must be true (AND)Executed the default outcomeDECISION: myDecision5Executed this outcome: myRule_6Outcome conditions: 1. Contact your administrator for help. Is the criteria for this action group solely based upon the Opportunity Stage Name? I was getting the following error on Automate Setups step, Can any one please provide me a solution???? The error message is this: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 MaterialsThis is what I have in criteria:[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].AccountID Doesn't Equal Global Constant $GlobalConstantNull[Opportunity].Stage Equals Picklist ProspectingIs there something wrong? I appreciate your help and hints along the way to get me back on track with the challenge.Thank you! barrina led lights Issue was Evaluate the next criteria option was not enabled for step 3. 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. get ahead. Error ID: 1009579560-396 (1684581515): []. Would you mind posting the error message? Missing ) . 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'.how to solve this error. A tag already exists with the provided branch name. If u select the stop button it doesnt work, select the evaluate the next criteria button. The first three Superbadges can be taken in any order, and completing all three unlocks the fourth Superbadge, Advanced Apex Specialist. Step 2 : Install the managed package. Error ID: 1930596534-98280 (1684581515): []. A positive- the screenshot you emailed of the "send marketing materials" action has all the correct criteria! Testing this uncovered a few issues: it was originally an auto-launched flow (wrong!) I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. A PageReference is a reference to an instantiation of a page. Please help. Thanks Trailhead Baby. [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4], Step 3 : Create validation rule on lead object. It looks like you are almost there! As matter of fact, I had to delete a validation rule for customer stage field and passed. Process Automation Specialist Challenge 5 How To Make Process Builder Demo Super Badge Hindi Youtube. Both of the validation rules on the Opportunity and Account objects were giving me trouble so I made them inactive. Creating design specifications with the development team. Wondering for an easy solution. How do I choose [Opportunity].Id in stead ofOpportunity.AccountId?? The approval process is straightforward. This value is empty. It will work. 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. autofilled but you can change it to an easy one . & tnx buddy once again for your solution. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity automation7 process failed. 2. I couldn't figure out what I was doing wrong. what to do now? 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. But when I added the Global Constant cannot = null criteria, I started getting the first error listed.I feel like my approval process might be the issue.Any advice on what to try next? UPPER(BillingCountry) =='United States', Challenge Not yet complete heres whats wrong: It may have been deleted by another user, or there may have been a system error. I must have read through it more than a dozen times already, I am still getting 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'. Please spend a few minutes to go through the following Flow diagram and understand it. 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'. error id: 429738065-586330 (157788690)ook up exceptioncode values in the soap api developer guide. Thanks for the quick response, I still having some issues with the formula for the 180 days after the Close Date. Hi Trailhead Baby,I am stuck at step five need your assistance , i am getting the below 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'. Then I changed approver to a manager and I stopped receiving email alerts. Hi Trailhead Baby,I've tried everything I can to rework the error I'm receiving for step5, "Challenge Not yet complete here's what's wrong:An Opportunity with the Stage 'Negotiation/Review' and the Amountgreater than $100,000 was not successfully submitted for approval uponcreation. Feel free to post another comment once the process is reconfigured! May I ask a question, please? type - formula (return type - percentage ) Hi, thanks for the guide. But still facing the same error.Can anyone help me out here.Regards,Ashish. Request you to please help, while trying to complete the challenge 6 for Process Automation Specialist, I am facing the following issues 1. Create a new Trailhead Playground for this superbadge. Shipping and Billing Country must be either. Lead Country must be either. If the error persists, please share some details of your approval process. Remember to check the NULL Values in Validation rule. your effort will be highly appreciated by fellow readers. I am getting the same error. have high-level requirements but the detailed solution is up to the person building the processes and doesn't follow step-by-step guidance. If you are in a consulting role, WATCH THE VIDEOS. Process automation specialist superbadge step 8 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. object: From available objects, add Lead in the selected objects. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Anything over $100K--have to be approved before they can close: []. Tips for Passing the Process Automation Specialist Superbadge This can be achieved by using both the Standard Controller and as well as Custom controller functionality. Though it doesnt throw an error for that condition. Hello, I have the exact same problem. Ask your administrator for help. "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. Notify the opportunity owner when an opportunity is approved or rejected.Use the Finance: Account Creation, SALES: Opportunity Needs Approval, and Sales: Opportunity Approval Status Email templates included in the unmanaged package for your processes. Please contact your administrator for more information. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. {!myVariable_current.Account.Id} (0011000001NUajWAAT) Is null false3. Many Git commands accept both tag and branch names, so creating this branch may cause unexpected behavior. You dont have to rebuild the whole automation in another tool. I really liked this badge because of the way it was structured; youre given a set of videos to watch that deliver the requirements you need. 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 :). Good to hear! +2,000 points ~1 hr . First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup process failed. Thanks! Please help me to solve my problem.An Error message is below. Hint: You will need a total of 4 nodes for this process (the blue diamond shaped bits.). Tip:Account Type = Prospect AND Opportunity Stage = Prospect AND ConstantError:System.DmlException: Insert failed. I've just completed the step. This post is so helpfull and informative.keep updating with more informationPython Programming BasicsPython Programming. 2) For the task: The due date formula is missing from your comment. Challenge Not yet complete heres whats wrong: Add New Resource Looptxt1 : Variable Type as below. Message: MALFORMED_QUERY: When retrieving results with Metadata or FullName fields, the query qualifications must specify no more than one row for retrieval. (Integration User), Whenever an Opportunity is created for Customer type account, Send an Email alert to Finance Group. {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. You can look up ExceptionCode values in the SOAP API Developer Guide. 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. If I check the Challenge it works, but if I manually add an opportunity below 100k it fails to trigger the approval process. Give your Salesforce admin these details. (They shouldn't).If you like, feel free to email me a few screenshots of your process or ** bonus points ** a video walk through. On the error message, you could dig down within the developer console- frankly a bit beyond my admin skill set. 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 Thanks again for your help, https://help.salesforce.com/articleView?id=user_fields.htm&type=5On profile .scroll to the bottom. Not sure where to go next, This afternoon, I added a genius wig in an attempt to look a little older and more experienced. !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'. Pretty easy to build one more Process (3) that includes a formula to reset the Setup Date on Create. b) Assembly System Sales, Step 5: create assignment rule on lead There is an additional node with a separate immediate action that should come first. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, An account cannot be added for Customer - Direct and Customer - Direct Channel. I've been stuck on Challenge 5 for two days and keep getting: An Opportunity with the Stage 'Negotiation/Review' and the Amount greater than $100,000 was not successfully submitted for approval upon creation.I have a feeling my approval process is whack, so I was wondering if you could post up more details on your settings for that. Also if this was a real use case, I would also want to trigger the approval flow for opportunities that are in stage Negotiations already, but have the Amount changed to a number >100k right? Do the entry criteria for the approval process contain a clause for only new records? check where the error happened on the logs and u will find the culprit. Does your flow reference the approval process? First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Not allowed you to change: [Name]. No idea why this weird issue is happening. (Too much work for me!) This issue is not resolved for me how to resolve this issue? Hi, I'm back :'). Once I do this, those errors go away but I still get the error that my process cannot run. Hey trailblazer, I'm here to guide you in earning the Approval Process Specialist Superbadge, which is part of the Process Automation Specialist badge. 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. 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. Thanks, Tim, Let's take a look at your "Negotiation" node on the process. Clarification: the 2nd Approval Process above is Opportunity Stage = Awaiting Approval and Amount = 100k. 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" Stuck on Step 7 Process Automation Superbadge? * Read the "challenge 5" instructions above the check challenge button very carefully. fj40 ls swap. Alias: will be 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. You might also want to tweak the due date value. 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. Create related Email Alert from search box for the templates above.

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