Also- Make sure that the "evaluate next criteria" verbiage shows on the node above.And - Make sure the process is activated.Still stuck? Let the universe renounce some goodness to you . Could you share some details of your process? Hello Josh,Two days! I don't think it's a good way to solve a problem but if there's anybody who wants to pass this step only, it would be the way to avoid conflictThank you for your help and have a nice day! Would you like to share what you have so far, and I'll take a look? Add the flow to the opportunity screen using app builder. 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. Step 2 : Install the managed package. You are a life saver. Step 2 : Install the managed package. I'm happy to help you though if you would share some details about your process. The first three Superbadges can be taken in any order, and completing all three unlocks the fourth Superbadge, Advanced Apex Specialist. Photo by William Iven on Unsplash. 2) My first node focuses on two types of current customers and the prospects. This value is empty. Automate record creation using Apex triggers 2. rev 2021.2.24.38653. Under Record Collection: Add New Resource Filterresult: Variable Type as below. What does your current process look like? (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) Testing this uncovered a few issues: it was originally an auto-launched flow (wrong!) Could you please share? {!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} (00610000019ZX5IAAW)comment = nullprocessDefinitionNameOrId = Approval_for_DealsskipEntryCriteria = falseError Occurred: This approval request requires the next approver to be determined by the Manager field. A bit confused about challenge 5. Give your Salesforce admin these details. Waw, what a dedication--both in terms of the superbadges and answering all of those questions! This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0010o00002GvZOaAAN. You can look up ExceptionCode values in the SOAP API Developer Guide. Get Records (Product Name Lookup) Properties: Create a Record Page on Opportunity Object: Go to Lightning App Builder page and click new. This challenge is all about setting-up Robot Setup Object and create some fields on it. It it activated? This should help with ensuring that steps are not skipped.You will want to read two sections:1) Create Sales Process and Validate Opportunities2) Automate OpportunitiesIs your validation rule on the Opportunity object? Error ID: 1009579560-396 (1684581515): []. Same Error on Automate Account.. plz provide Any solution? The SFDC Web Training always welcomes the new talent to expose themselves on this platform. Go to the Process we created in step 5. Start by adding a field to OpportunityApproval: Checkbox typeIdeally, the sales reps shouldnt be able to check that box and only system administrators like and sales managers should be able to check it. : Challenge 6. But theres good news. if yes please share immediately. 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. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. HINT: There are 4 necessary criteria for this node plus you will need to customize the logic in order to select the conditions. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. Change). trailhead playground and have installed the package: Package Name: 0, "Sunday", On the 3rd node, the Opportunity Stage negotiation/review should cause the approval process to fire. || Country ="USA" || Country ="United States" || I used two nodes, because I thought it was simpler- everybody triggers an email to finance, then filter out the customers for the second node to trigger the marketing materials action. 1. After the first node, is the process set to "evaluate the next criteria"? UPPER(ShippingCountry) =='US', Want to share a concept or story? I dont get much time these days to redo the challenges. I would like to take a look at your approval process, validation rule, and the process itself. Element 1: Screencomponent from the paletteName:Product Quick Search. Can you tell me why? Also, is there some sort of tutoring available or someone to chat with regarding questions on these challenges? Dear Trailhead Baby:)And greetings from Finland where lives Santa himself, so I'd propose you to be kind to me and help me sort it out what's my issue regarding Superbadge Process Automation #5. ), validation rule name ==> country rule for shipping add Lead Country must be either US, USA or United State or it can be blank. Navigated to process builder and unable to find field opportunity.account.type and all. Let us start our new adventure, today we will learn about Release management from beginner to advanced level. If so, would you email a few screenshots of your process to my mom's email- rebecca@capstorm.com? The approval process should be selected to automatically push the approval to the manager. What am i suppose to do ?? U have to create the robot setup object in step 3 and that only will be used here in create record. Share. Hi Trailhead Baby,Thanks for this awesome tips page. Message: MALFORMED_QUERY: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Cs08EAAR. This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository. ISPICKVAL( Type , 'Customer - Channel') : [StageName]. success. Label = Number of won deals Pretty easy to build one more Process (3) that includes a formula to reset the Setup Date on Create. type - formula (return type - percentage ) Right now he' taking a nap.so I'm off to edit some reports! Error ID: 1111620186-41501 (992864084): []5Automate 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. I enjoy playing on Trailhead, taking long walks with mommy, watching the Florida Gators with daddy, and chasing my two dogs. You are missing many of the instructions. (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. Complete the capstone assessment to earn the Approval Process Specialist Superbadge. This post is so helpfull and informative.keep updating with more informationPython Programming BasicsPython Programming. Did you look at: https://trailheadbaby.blogspot.com/2017/10/special-post-for-bcs-assistance-on.htmlIt is a full walk through of this step. Business Administration Specialist Superbadge- 3 & 4 Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6 Test it yourself before you hit the button. When I made mistakes, I simply reverted to the last saved version. Is the Nushi Davoud someone that can be picked from a picklist or am I supposed to manually enter them? If you are in a consulting role, WATCH THE VIDEOS. Email: your own [Opportunity].Account.Type Equals Picklist Prospect- Action Name: Send Marketing Material Set Field Values: 1. Message: MALFORMED_QUERY: When . CASE( I based my formula on the formula field I created earlier (to calculate the day of the week). Hi Trailhead Baby!! I hope this made sense! This is crucial to earn this badge. Rainbow Sales. Action for Node 4: Record for Robot SetupSet fields as below and Date formula being ( closed date +180 ). Now it's working :)But I've caught a little problem with the next step - there are no such products in my Playground. This is my journey- a normal kid by day- a Trailhead explorer by night. Small contribution to SFDC community. OK I will send you a detail email with screen shots. LEN is your friend for the State validation. You want to send the email to finance for 3 specific account types, and there will be logic involved with the conditions. Challenge Not yet complete heres whats wrong: One of those stages needs to call your other Process (1). Hey trailblazer, I'm here to guide you in earning the Approval Process Specialist Superbadge, which is part of the Process Automation Specialist badge. Many Git commands accept both tag and branch names, so creating this branch may cause unexpected behavior. Can you tell me what is happening? You signed in with another tab or window. apex specialist specialist I'll post a few of them here as well, since they may help others:* You select your "manager" for an approval process within your own profile. Sg efter jobs der relaterer sig til Process automation specialist superbadge challenge 5, eller anst p verdens strste freelance-markedsplads med 22m+ jobs. Create a process with the process builderOpportunity object with option created and updated. The entry criteria are not correct nor are the final approval / rejection steps. Your process looks perfect. Although my problem is solved I'm still trying to understand. Contact @jkarlsteen . type - formula (return type - text) Im not getting a option for RB Robotics templetes in lookup. Make sure it's "active." error id: 429738065-586330 (157788690): [] Thank You for any assistance :), I see the screenshots you emailed- Could you share a bit more about your process-- the information from the first two nodes- criteria and action information. 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'.I am getting this error. I set the Stage = ClosedWon under Approval Steps. This one is quite straightforward; the same validation rule requirements apply for Accounts as for Leads; there is an additional validation rule to do and youll build a formula field. (rebecca@capstorm.com). (NOT(AND(LEN(State) = 2,(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(OR(Country =US,Country =USA,Country =United States, ISBLANK(Country)))). I am stuck on challenge 5 not quite sure what to do or how to proceed. I'd check this first to see if you have any validation rules on the opportunity object. 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! . How were you able to get around this? Hello,while executing i am getting this 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'.is there anything i could do to get this right? 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. Hey there! MOD(Date__c - DATE(1900, 1, 7), 7), I have same error. <> 2 || Hi! 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! Create following fields with correct data type: Create Sales Process in Opportunity; thename should be. type = rollup summary ( on opportunity function count), b) Number of won deals => Hello Sai- I took a look at your screenshots:A few tips:1) The approval process needs some edits. we all are done with preps. How about this- before you give up email a few screenshots of your process to me: rebecca@capstorm.com & I'll take a look. Det er gratis at tilmelde sig og byde p jobs. It seems as I have to make a difference between Prospect Accounts and existing Customer Accounts (Direct or Channel). Moreover it takes lot of your internet MB's to 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.. Hi Trailhead Baby, I have not been able to resolve error below. 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. 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'. My only hunch is the Day of the Week field on the Robot Setup Custom object which is not setup as formula. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. The email should be sent to "User: Integration User" from the current user's email address. In real life i would want to trigger it the way you stated as well! . The criteria look good to me. One the end of each node, have selected to "evaluate the next criteria" (default value is "stop") ? I liked this one. If you get stuck again, I'm happy to take a look! A flow trigger failed to execute the flow with version ID 3011I000000DAEO. 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'. Does your process look like the screenshots posted in the blog? I have the Process builder set up corectly. Criteria : (Opportunity: Stage EQUALS Negotiation/Review)AND(Opportunity: Amount GREATER THAN 100000)SALES: Opportunity Needs Approval->Template. It is something smart to have in a real-life process anyway! As with all the reporting superbadges, it's important to take note of how the data is to be organised and sorted. 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. But I keep getting the following error even though the Robot Setup record is created with correct date.Challenge Not yet complete here's what's wrong: 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.Please can you help me in getting this error out of my way.Thank you in advance. Challenge Not yet complete heres whats wrong: Take a break, grab a snack, and watch this video. Hi Kona, Only one process have to active otherwise it give same error. IF Customer account: [Opportunity].Account.Type equals Customer - Direct[Opportunity].Account.Id is null falseAlert user via finance account creation form2. Im not sure what the error above is or why. Lead Country must be either US , USA or United State or it can be blank. Dont forget replicate For Shipping State/Province and Shipping Country same as Billing State/Province and Billing Country validation which I have mentioned above. Error ID: 1930596534-98280 (1684581515): []. After spending hours on this step trying to figure out how my formula was not working correctly, I ran through the debug logs and finally found the issue. Det er gratis at tilmelde sig og byde p jobs. Hello, I have the exact same problem. Both of the validation rules on the Opportunity and Account objects were giving me trouble so I made them inactive. 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. Error ID: 932835170-8850 (-1845957167): [] I fixed it by activating my approval process.Then I got an error about the big deals validation. Kudos to you!!! Make sure that you rule is Active before you validate this step. Screenless Flow Specialist Superbadge . Good to hear! 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? First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Cannot change Account Name if Type is Customer Direct, Channel: [Name]. * Have you set your own approver? First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity process failed. A tag already exists with the provided branch name. Action for Node 2 :Email Alert to mail notifies account creation : Finance: Account Creation.Create a Record: Task with any name but mandatory subject line Send Marketing Materials.Make sure the string has no full stop or comma to it.Assigned to the Account owner. 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? 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. Do you want me to take a look at the process? Finally we are ready to verify the challenge !!! Please dont forgot to Activate the page. A PageReference is a reference to an instantiation of a page. Label = Number of deals I am managing to solve everything by myself, but I wonder something. 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 ? Action for Node 1 Email Alert to mail notifies account creation : Finance: Account Creation. Read More: Salesforce Interview Questions and Answers We Swear By! If you dont find the formula field in the edit option of the field, you can delete and recreate the field with the same name as well. Would you mind sharing some details? Hi again,This was actually my second node. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. Weve previously discussed Workflow vs. My first assumption is that there is a reference field missing in your process. did not pass. I've been working on this step for a few weeks now and I am now getting this 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 was originally getting this 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'. Superbadges are proof of worthiness! I check my process it is working perfectly fine. Package Name: Process Automation Superbadge unmanaged package Package ID: 04t46000001Zch4 Make a new user as - First name: Nushi Last name: Davoud Alias: will be filled automatically as ndavo. Hi, I'm back :'). Why don't you email a few screen shots to me? . 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. Hy Appu, I can surely be wrong as I completed this in my initial days learning salesforce. for a specific picklist value you are showing/hiding a particular part of a VF Page. That's what I would do if it isn't a validation rule problem. Hint: Carefully read / listen to the 1st line of the "Automate Opportunities" video/transcript. But I didnt understand the formula you changed in the last step for Date field in Robot Setup Object. Note: If you face any trouble in any of the challenge, comment below. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Not allowed you to change: [Name]. Getting this error in 5th step ( Automate Opportunities) of Process Automation Specialist superbadge. Formula ==> AND(!ISBLANK( BillingCountry ), LEN(BillingCountry) != 2), validation rule Name ==> State Validation rule for shipping add I'd like to take a look at it. This example explains the process of redirecting to another VF Page when you save an account record. Can you help me to find out the reason for this errorChallenge 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. Error ID: 2146461946-632512 (157788690)ok up ExceptionCode values in the SOAP API Developer Guide. Please help. >>> Lead Assignment rule(search it in Quick Find Box) 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. Lets solve this developer Superbadge Process Automation Specialist for the Level up challenge. It's saying the Send an email to the finance group process failed. OK, I managed to do this. filled automatically as ndavo. Thanks in advance. I have not encountered that error, but I'm happy to take a look at what you have! Thanks in advance for your help! A few things:1) The first node in the process builder should not trigger sending marketing materials. b) Assembly System Sales, Step 5: create assignment rule on lead Are you referencing the "send marketing materials" step? Process automation specialist step 6 flow builder. My favorite daily process. : Opportunity Stage = Negotiation/Review and Opportunity Amount > 100,000, Node 4 Criteria. Negotiation Stage & Amount > 100 000, automatically submit for approval. Please contact your system administrator for more information. (LogOut/ Criteria for prospects accounts opportunity created:[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].AccountID Doesn't Equal Global Constant $GlobalConstantNull[Opportunity].Stage Equals Picklist Prospectingaction:Due Date Only = Today() +7Assigned To ID = Opportunity.Account.OwnerIdPriority = HighSubject = Send Marketing MaterialsRelated To ID = Opportunity.AccountId. Create some Roll-up Summary and formula field on Account Object. reading, but what if you just have to follow the steps for a challenge , Isn't You dont have to rebuild the whole automation in another tool. Check that may be another process is also in active. It's a tricky formula, but I'll get you started: CASE(MOD([Opportunity].CloseDateThis thread on the developer community should point you in the right direction:https://developer.salesforce.com/forums/?id=906F00000008vlZIAQ, Hello, I keep seeing this 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.When I set field values for the new robot setup record I have opportunity as a field reference to Opportunity ID and a formula for the Date that is close date plus 180. Thank you so much for the advice Trailhead Baby! Create a record type named RB Robotics Process RT. criteria. 000+ postings in Kallang and other big cities in Singapore. Challenge Not yet complete heres whats wrong: process automation specialist superbadge step 1 - Diffusion of Technology process automation specialist superbadge step 1 By Yash - July 14, 2021 What's the first thing I do when I wake up? Good morning Trailhead Baby! rule named Process Automation Specialist. CronTrigger is similar to a cron job on UNIX systems. (I use my mom's email address: rebecca@capstorm.com). I tried creating a new field but then this new field isnt showing in the Process builder when I lookup. I'd start by inactivating the validation rule. Please refer to the step again. (She's the Rebecca Gray that is a user group leader and has 102 Trailhead badges. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015j00000DbQUHAA3. Assembly System Sales. This one is around updating the date on your Robot Setup records if the original setup date falls on a weekend. This can be achieved by using both the Standard Controller and as well as Custom controller functionality. Create Three Email Templates:Finance: Account Creation,SALES: Opportunity Needs Approval,Sales: Opportunity Approval Status. 2) Process builder - Re-read the instructions for the 1st node. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Showcase your mastery of business process automation without writing a line of code. 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. 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. Curious if you have seen this error.Regards, Hello- Yes I have seen this error before. 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. :/ Been struggling a while now. If the problem continues, get in touch with your administrator with the error ID shown here and any other related details. For AND to be true, all the conditions inside it should be true. I actually got it. 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 Give your Salesforce admin these details. I am getting the exact same error. 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? I am the Trailhead Baby! Flow DetailsFlow API Name: Robot_SalesType: Record Change ProcessVersion: 13Status: ActiveOrg: eAgent (00D2E000000na5a)Flow Interview DetailsInterview Label: Robot_Sales-13_InterviewLabelCurrent User: Tarik Kadic (0052E00000Hvc03)Start time: 4/18/2019 9:43 AMDuration: 0 secondsHow the Interview StartedTarik Kadic (0052E00000Hvc03) started the flow interview.Some of this flow's variables were set when the interview started.myVariable_old = nullmyVariable_current = Opportunity (0062E00001CO0koQAD)ASSIGNMENT: myVariable_waitStartTimeAssignment{!myVariable_waitStartTimeVariable} Equals {!$Flow.CurrentDateTime}Result{!myVariable_waitStartTimeVariable} = "4/18/2019 9:43 AM"DECISION: myDecisionExecuted this outcome: myRule_1Outcome conditions: 1.

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