Hi Daria- Could you share some details here in the comments? Im facing one problem. . 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. Hey there, thanks for the very helpful post. 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. Hi Trailhead Baby,Both points mentioned by you are correctly set.Also the record is getting created with right Date value and linked to parent Oppty. 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. Error ID: 1155961392-2800659 (157788690): [], Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. 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. Mail you all the screen shot too. I am getting the same error. Validation Rules >> New. you should see Materials word carefully. 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. Lead State must be valid 2-digit US state. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct2. Still stuck at the same point even though applying the hints from here and further forums. 3 of the field conditions are related to "account.type." Many Git commands accept both tag and branch names, so creating this branch may cause unexpected behavior. Create two rule entries and fill like below. Could not find an active Flow named Product Quick Search. Home Issue was Evaluate the next criteria option was not enabled for step 3. Challenge Not yet complete heres whats wrong: ("manager" is the correct approver). Hi Megha, I am unable to check my step 2 of Process Automation. Email: your own unique email id will work fine. 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. Check that may be another process is also in active. {!myVariable_current.StageName} (Negotiation/Review) Equals ProspectingLogic: All conditions must be true (AND)Executed the default outcomeDECISION: myDecision5Executed this outcome: myRule_6Outcome conditions: 1. Hi! Not sure this is affecting the challenge. Make sure it's "active." Try disabling any validation rules on the account object then rechecking the challenge. Like it and share it to help our #salesforceohana members. Challenge Not yet complete heres whats wrong: 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). First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. Create related Email Alert from search box for the templates above. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Oppty Update process failed. The email should be sent to "User: Integration User" from the current user's email address. 5, "Friday", Can you tell me what is happening? Screenless Flow Specialist Superbadge . If yes to these questions, let's take a deeper look! ISPICKVAL( Type , 'Customer - Channel') 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'. 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. UPPER(ShippingCountry) =='USA', Lookup field used to select the user's manager. The Robot Setup Day of the Week formula does not seem to be working properly. The criteria look good to me. One the end of each node, have selected to "evaluate the next criteria" (default value is "stop") ? I have tried different order of decisions and whether to continue evaluating or stop after the action. Thanks in advance for your help! Y, Superbadge Process Automation Specialist - Full Solutions, System.DmlException: Insert failed. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. Is that correct? U have to create the robot setup object in step 3 and that only will be used here in create record. Could you share some details of your process? Did you create the email alert? Send Welcome Packet Email, when the Opportunity is Closed Won. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity automation7 process failed. Notify the opportunity owner when an opportunity is approved or rejected.Upon Activating the process I am getting followoing error messageChallenge 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 can surely b wrong. Please check the configuration of the custom fields on the Account object. 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. Rainbow Sales. Note :- Use Process Builder(PB) to setup all these automation and obviously in one PB. Thank you for posting the solution! You might also want to tweak the due date value. Won't be passing this superbadge :(, Before you toss the computer out the window Do you want to send a few screenshots of the process my way? Salesforce Interview Questions and Answers We Swear By! Thanks for clarifying that there should only be one criteria. If I check the Challenge it works, but if I manually add an opportunity below 100k it fails to trigger the approval process. You can open dev console in a separate window and try running the process. Create Initial Submission Actions (Field Update) => Set Opportunity Stage to Waiting Approval. The Rainbow sales team should be handling all the leads that come from the web Search for Validation rule and create a new under Leads. 466,992process automation specialist superbadge step 7jobs found, pricing in USD First1234NextLast Node.js code for Pipedream 6 days left I have an established Pipedream workflow with an incoming webhook data.data and we do forward some of the data via POST to another API system. Oh happy day!! No description, website, or topics provided. * There are two criteria for the validation rule. Hint: You will need a total of 4 nodes for this process (the blue diamond shaped bits.). Your process looks perfect. >>> New, Rule Name: 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 ? Clarification: the 2nd Approval Process above is Opportunity Stage = Awaiting Approval and Amount = 100k. OR ( I do not know what a " status picklist" is - Get rid of this criteria. schedule ( 'Warehouse Time To Schedule to Test' , scheduleTime, new WarehouseSyncSchedule ()); Test . Chapter 10, Salesforce Certified Data Architecture & Management Designer Exam Tips, Learn Salesforce with Gemma Homework and Recordings, Introduction: Learn Salesforce from Scratch Totally Free, A Flow to conditionally collect data and display in a screen, Adding a flow component to your Lightning record page, Spin up a new trailhead playground you need the data, but you can get away with adding a few records yourself. I double checked by approval criteria and my process according to your guidance and hints and was able to figure out what the errors were referencing and figured out how to pass the challenge. Lead Country must be either US , USA or United State or it can be blank. Basically I will be modelling the following conditions:- if a prospect account then send email to finance and create a task for account owner to send out marketing stuff- if customer account (direct or channel) just send email to financeIn your flow you used 2 nodes/criteria to distinguish between these 2, but I believe that could be handled in one node if one could add conditions on a task execution. (OR( ISPICKVAL(Type, 'Customer - Direct'), ISPICKVAL(Type, 'Customer - Channel')). The due date should not be a static date. 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. Please provide some details of how your process is currently set up. When I test the process It was able to create a Task with the subject " Send Marketing Materials"but when I check the challenge I am still getting the same error message. Process Automation Specialist Superbadge 5 October 03 2017 A project with Daddy. 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. If so, please share some details of your process. {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review2. Apex but theres another automation tool Admins should have in their tool belts as well called Flows. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. 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'. Due Date Only Formula TODAY() + 7 2. It is something smart to have in a real-life process anyway! Step 5 I keep getting the following message: Challenge Not yet complete heres whats wrong: Hi Trailhead Baby!Thank you for your help. Click on the 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. I am missing something but I cannot locate the issue since all the parameters and processes seem to be in a proper order. Ask your administrator for help. Yes, I will help! Please help!! Why don't you email a few screen shots to me? Note: If you face any trouble in any of the challenge, comment below. Many useful tips and guide. On the 3rd node, the Opportunity Stage negotiation/review should cause the approval process to fire. Give your Salesforce admin these details. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup process failed. Yes can you explain what you mean by own manager set up in the profile? Challenge Not yet complete heres whats wrong: Thank you very much! Hi, Kumar! I need your help. The Robot Setup Day of the Week formula does not seem to be working properly. 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. I'm Sandeep Yadav. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. Is that correct? Were you able to figure it out? Opportunity: Amount GREATER THAN 100000. I'll take a look at it. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Related To ID: id value of incorrect type: 0054P000009KkqWQAS. 2) Process builder - Re-read the instructions for the 1st node. 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 to disable the validation rule then run the check again. Go to action on the last node where we set up robo record. If you could share some details of what you have, I am happy to take a look. How did you solve. I would like to take a look at your approval process, validation rule, and the process itself. The "duh" question- probably not what is wrong! did not produce the expected outcome., Challenge 5 i am getting an error like A new Opportunity with a prospecting stage for a Prospect account did not successfully create a Task for the Account owner with subject Send Marketing Materials. It gave away too many details, and I want you to have the EUREKA! I have completed my Superbadge, Message: MALFORMED_QUERY: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Cs08EAAR. Have already completed challenge 3 successfully where created custom object Robot Setup. Thanks all - I figured out what I did incorrect. All of them have to be inactive. You want to send the email to finance for 3 specific account types, and there will be logic involved with the conditions. panda express addiction > alyssa lynch project mc2 > billing specialist superbadge challenge 6. billing specialist superbadge challenge 6 05 Jun. Day of the Week>Day_of_the_Week__c>TEXT, AND( Amount > 100000, Approved__c = False), ApprovalProcess Definition Detail:See the screenshot below for details. Read More: Salesforce Interview Questions and Answers We Swear By! If you get stuck again, I'm happy to take a look! Under Record Collection: Add New Resource Filterresult: 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). !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'. 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. Would you mind posting the error message? To determine the account types, read the transcript for the "Automate Opportunities" video - the second paragraph. startTest (); Test . 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). I dnt know where I am wrong. No matter how I change my date formula for the Robot Setup process, I get: 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.My current formula looks like this (included comments): CASE( MOD([Opportunity].CloseDate - DATE(1900, 1, 7), 7), 0, [Opportunity].CloseDate + 1 + 180, /* Sun: CloseDate + 1 wknd day + 180 days */ 4, [Opportunity].CloseDate + 2 + 180, /* Thurs: CloseDate + 2 wknd days + 180 days */ 5, [Opportunity].CloseDate + 2 + 180, /* Fri: CloseDate + 2 wknd days + 180 days */ 6, [Opportunity].CloseDate + 2 + 180, /* Sat: CloseDate + 2 wknd days + 180 days */ [Opportunity].CloseDate + 180 /* Default (Mon/Tue/Wed): CreatedDate + 180 days */)I am getting an email alert that an opportunity needs my approval.Would you mind taking a look? [Opportunity].Account.Type Equals Picklist Prospect- Action Name: Send Marketing Material Set Field Values: 1. 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'. You can look up ExceptionCode values in the SOAP API Developer Guide. Required fields are marked *. I was wondering if it is normal for everyone else to deactivate the validation rules on account/opportunity objects. 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! Thanks Trailhead Baby this post was very helpful! THANK YOU so much! This superbadge is all about to test one's automation skill using superb automation tools which salesforceprovide. The formula field you need to create for calculating the day of the week can be easily found online; I used this forum post. UPPER(ShippingCountry) =='United States', Based on LeadSource value lead should be assign to correct sales team (Queue). hmmmm. Could you please share? Challenge Not yet complete heres whats wrong: First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Error: [] And My Validation rule isIF( ISPICKVAL( StageName , "Nagotiation/Review" ) ,AND( Amount> 100000 , Approved__c <>True ) ,IsClosed )Ovbiously it is incorrect but I don't know what should I do for this problem anymoreKiyomi. I am unable to change it now since it is referenced in the PB. Please contact your system administrator for more information. 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. You are so close to passing! I couldn't figure out what I was doing wrong. (LogOut/ the prospect approval process you created in approval process section is inactivate. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type, #Salesforce Admin #Trailhead Challenges #Trailhead #Automation #Process AutomationSpecialistSuperbadge, Approval Process.2 failed.The approval request requires the next approver to be determined by the Manager field. I'll need the information for the node and the immediate actions. 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. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Management process failed. Add the component on newly created Opportunity Record Page. I based my formula on the formula field I created earlier (to calculate the day of the week). Thanks Trailhead Baby this was very helpful!!! 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 ) ). It's worth notifying that case 0 means Sunday, not Monday, and the solution may require an additional day to skip weekends. Hi Rajendra,Happy to helpbut I will need some details. Did you email me? Doesnt matter if the flow actually works. Under the Loop: Get products, I am supposed to add a new loop variable; however, I do not have the option select loop variable. Wondering how you were able to add that. "I'm going crazy, I have days doing this and I can not, can you help me? This issue is not resolved for me how to resolve this issue? 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. Error ID: 1196242369-26704 (1684581515): []Hear My criteria ISOpportunity.Account.Type Equals Picklist ProspectOpportunity.StageName Equals Picklist Prospecting [Opportunity].AccountId Does not equal Global Constant $GolbalConstant.NullAction on Task RecordCreate a Record:Record Type: TaskDue Date Only: TODAY() + 7Assigned TO ID: [Opportunity].Account.OwnerIdPriority: HighStatus: In ProgressSubject: Send Marketing MaterialsRelated to ID: [Opporunity].Id. Home 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. did not pass. 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. Create some Roll-up Summary and formula field on Account Object. It was giving away too much of the challenge. Once I do this, those errors go away but I still get the error that my process cannot run. Please try again. Make sure it is unique. 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. When the Account was prospect it did create the task. Formula ==> AND(!ISBLANK( ShippingCountry ), LEN(ShippingCountry) != 2), Step 2: Create one more validation rule so nobody can chage account name if type is customer direct or channel, Name ==> Customer_Direct_or_Channel 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. This error comes when I check the challenge for automating opportunities.. OR( 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? type - formula (return type - percentage ) . i am stuck with the same issue, and i tried to open the reference link.. bbut the page was not found.Pulling my brain for past 13 hours on this step..Please help. Register as a new user and use Qiita more conveniently, 6, You can efficiently read back useful information. This are the tasks that they ask to accomplish: But I did created this step in my process: The Opp fields being validated are Opp.Stage and Opp.Amount in the rows above. help Ronak SFDC Process automation specialist Superbadge feedback (Step 6) Hi All, I was stuck on step 6 of the Process Automation Specialist SuperBadge for hours, and wanted to post some help for others who may be going through what I went through. Start a discussion in the forum to get straight-up answers, and avoid your query to be lost in the comment pile. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You Need Approval From Manager. I thought of using the 'Product Family' standard picklist field and build the values in it. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - ChannelLogic: Advanced Logic (2 AND (1 OR 3 OR 4))OPPORTUNITY.FINANCE_ACCOUNT_CRETATION (EMAIL ALERTS): myRule_1_A1Inputs:SObjectRowId = {!myVariable_current.Id} (0062E00001CO0koQAD)Outputs:None.DECISION: myDecision2Skipped this outcome because its conditions weren't met: myRule_3Outcome conditions: 1. OK, I managed to do this. The good news- Using the criteria that you provided for the first criteria is perfect- if used as the second node! 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 do not believe that is possible right ? 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. ) I'm happy to take a look if you could comment with what you have. or am i making mistake here? Action for Node 1 Email Alert to mail notifies account creation : Finance: Account Creation. You can try it out yourself by entering a shipping state like TT which should throw the error but it wont. I'll do my best! Although my problem is solved I'm still trying to understand. You can not create non US leads. 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. I checked and everything is totally fine. 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. (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) Request you to please help, while trying to complete the challenge 6 for Process Automation Specialist, I am facing the following issues 1. Thanks for informationThank you!!
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