process automation specialist superbadge step 6 process automation specialist superbadge step 6

I'd check this first to see if you have any validation rules on the opportunity object. Thank you very much! autofilled but you can change it to an easy one . I took a look at the screenshots and emailed a few hints! 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). Could you provide additional details? Awesome! First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, error: [Name]"Any ideas? 180 mod 7 gives 5, so only when Opportunity's close date is on Monday or Tuesday Robot Setup Date may occur on weekend. Thanks all - I figured out what I did incorrect. success. Maybe this thing recorrection solves your problem. Finally I saw your screen shot and realized I wasn't relating my task back to the opportunity. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Approval Process process failed. Please reference ID: YRQGUFCA. help I am facing this error while checking my challenge Automate Oppotunities on Process Automation Specialist. Give your Salesforce admin these details. Delete all other pages. UPPER(BillingCountry) =='USA', Still stuck at the same point even though applying the hints from here and further forums. Flow error messages: An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. CASE(MOD([Opportunity].CloseDate - DATE(1900, 1, 7), 7), 0, [Opportunity].CloseDate+182, 1, [Opportunity].CloseDate+181,2, [Opportunity].CloseDate+180,3, [Opportunity].CloseDate+180,4, [Opportunity].CloseDate+180,5, [Opportunity].CloseDate+180,6, [Opportunity].CloseDate+180,null)I checked in the calendar that the 7th of January 1900 was a Monday. 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 ) ). Then I changed approver to a manager and I stopped receiving email alerts. Then I felt a bit sheepish, thinking people who had seen that would think I was showing off!! You will get logs populated. I also got the same error.How did you rectified it. You can look up ExceptionCode values in the SOAP API Developer Guide. My first assumption is that there is a reference field missing in your process. Hi! "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. 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? It worked! Hi Trailhead Baby, I have not been able to resolve error below. The screenshots are in the blog post. Thank you and I'll try this again as soon as I can. 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. Pretty easy to build one more Process (3) that includes a formula to reset the Setup Date on Create. Click on the Error ID: 1930596534-98280 (1684581515): []. billing specialist superbadge challenge 6. Share. Challenge Not yet complete heres whats wrong: OR( 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. Seems I got every possible error on this step.Any help would be much appreciated. 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. I gave Assigned To ID as Opportunity.Account.OwnerID. there is some issue with fields not having correct type of data. UPPER(ShippingCountry) =='United States', type = rollup summary ( on opportunity function sum aggreate field ammount criteria- stage=close won), d)Last won deal date I breezed through the first 6 sections of the superbadge without any problems. Session Security Superbadge Unit . assign the lead to -. Thank you for your prompt reply! 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'. 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. Check that may be another process is also in active. Thank you in advance for your help! {!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. Testing this uncovered a few issues: it was originally an auto-launched flow (wrong!) hi,I tried with the solution still getting same error.I have emailed you the screenshots on email id-rebecca@capstorm.comKindly check and please revert. Hey there! 2, "Tuesday", Please reference ID: YRQGUFCA. 2020. Y, Superbadge Process Automation Specialist - Full Solutions, System.DmlException: Insert failed. GitHub - alinechan/Superbadge-Process-Automation-Specialist Below are tips and gotchas for each report / dashboard. Setup >>> Object Manager >>> Lead >>> 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 $100,000 was not successfully submitted for approval upon creation.I have a feeling my approval process is whack, so I was wondering if you could post up more details on your settings for that. This one is around updating the date on your Robot Setup records if the original setup date falls on a weekend. Please help me to solve my problem.An Error message is below. In real life i would want to trigger it the way you stated as well! Create an lead assignment rule and make 2 rules entries and give order accordingly. I keep getting this error with the process automation superbadge. * If anyone is having trouble getting the process nodes in the correct order, think about it like this: What is the logical flow for a new customer at any business? Check your Account.Type criteria. Hi Trailhead Baby.. New on the blog and new to SF (1 week of fun and pain in the same time !). Hint: Carefully read / listen to the 1st line of the "Automate Opportunities" video/transcript. The condition to check for billing and shipping states are inside AND. Hi Trailhead Baby!! ISPICKVAL( Type , 'Customer - Direct') , And email error text:How the Interview StartedUser started the flow interview.Some of this flow's variables were set when the interview started.myVariable_old = nullmyVariable_current = Opportunity (00610000019ZX5IAAW)ASSIGNMENT: myVariable_waitStartTimeAssignment{!myVariable_waitStartTimeVariable} Equals {!$Flow.CurrentDateTime}Result{!myVariable_waitStartTimeVariable} = "17.4.2019 11.35"DECISION: myDecisionSkipped this outcome because its conditions weren't met: myRule_1Outcome conditions: 1. Due Date Only Formula TODAY() + 7 2. your effort will be highly appreciated by fellow readers. Please contact your administrator for more information. In challenge 5 there is a hyperlink on robotsetup too. OK I will send you a detail email with screen shots. If you get stuck again, I'm happy to take a look! But I didnt understand the formula you changed in the last step for Date field in Robot Setup Object. Give your Salesforce admin these details. Confused? I've read through almost all of your blog and can't seem to find anyone with the same issue with the Related to ID field. Regarding the AutoNumber field for this challenge, I created the field and forgot to tell it to start counting at 0; I told it to count from 1. Only Trailhead Playgrounds have the correct data for these challenges.) Marketing Materials action Next. : []What I am getting from this error message It has something to do with my validation rule but I deactivate my validation rule I still got the error. 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. formula ==> The post that you are referencing was removed. You can look up ExceptionCode values in the SOAP API Developer Guide. - criteria are met. billing specialist superbadge challenge 6 - catip.org.pk You have June 26, 2001.3) Robot Setup Record- Read the instructions carefully and note the "date" requirement. Superbadge-Process-Automation-Specialist/README.md at master 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. Process automation specialist superbadge challenge 5Jobs - Freelancer.com CronTrigger is similar to a cron job on UNIX systems. 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. 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 ? It turns out, you can build fancy widgets without developers! Did you have to build a new custom picklist field for the bot types? I do not have, in my process, that the account owner ID is not nullbut I doubt that will hurt. Please contact your system administrator for more information. Give your Salesforce admin these details. I passed this step but another error occurred. Sales", Similarly, for assigning lead to Assembly System Sales -. Flows while purely a declarative tool sit between Process Builder and Apex. This example explains the process of redirecting to another VF Page when you save an account record. According to the solution provided, if an opportunity is customer account type, then it will never go through the approval process. As matter of fact, I had to delete a validation rule for customer stage field and passed. Hello.Thank you so much for your prompt reply!I checked and realized that the criteria of Approval process was not enough and revised as below.Approval process Criteria: "Amount greater than $100,000" AND "Stage Equals Negotiation/Review"Process builder Criteria is also same as above.But still same error apears.Should I create a validation rule on the Opportunity object?Or issue is another condition?How do you think?I don't have or find an solving idea anymoreThanks, Kiyomi. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Automate Opportunities process failed. Thanks in advance for your help! I based my formula on the formula field I created earlier (to calculate the day of the week). : Opportunity.Account Type = Prospect, Opportunity stage = prospectingand Opportunity.account id not equal to null, Node 3 Criteria. But formula above does not work. Tips on passing the Process Automation Specialist Superbadge on "I'm going crazy, I have days doing this and I can not, can you help me? * Have you set your own approver? 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 can surely b wrong. Not sure this is affecting the challenge. Remember that Salesforce calculates DateDiff in days, so I did 365*2 and it was happy with that. Hi Trailhead Baby,I am still getting the same error message :(Not sure what is wrong. ISPICKVAL( Type , 'Customer - Channel') Note: you need to install the unmanaged package for the email templates. Notify me of follow-up comments by email. Try to disable the validation rule then run the check again. Element 2: Get Record as belowLabel: Search Prod select object as Product. The error message is still showing up and I'm running out of ideas. Hi , In Challenge 5 .. we need to define this formula CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180) i m getting error after this :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. Try something like this: CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180), This formula below is not working for me either - same 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. Error: Restforce::ErrorCode::MalformedQuery. Manager of Opportunity Owner for Approval; Lock Record and move stage to Awaiting Approval. {!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. Formula ==> AND(!ISBLANK( BillingCountry ), LEN(BillingCountry) != 2), validation rule Name ==> State Validation rule for shipping add Hello. I am getting an error for the fifth superbadge task.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.NullPointerException: Argument cannot be null.Kindly help me out with this. Various trademarks held by their respective owners. check where the error happened on the logs and u will find the culprit. 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. If a flow cant do what you need you or a developer can write Apex to do so. It doesn't make sense.Rework the formula- it is actually a pretty simple one - with only two conditions. IRL this wouldnt happen! This all checks out OK as suggested:My Approval process is ACTIVE.Manager is set to be approver. Step-1 : Validation rule on Lead to verify Country and State field. The report is a beta feature.We welcome your feedback on IdeaExchange.Flow DetailsFlow Name: X5_Automation_oppType: WorkflowVersion: 4Status: ActiveFlow Interview DetailsInterview Label: X5_Automation_opp-4_InterviewLabelCurrent User: Henrique Ortiz (0051I000000LP7k)Start time: 12/6/2017 2:00 PMDuration: 0 secondsHow the Interview StartedHenrique Ortiz (0051I000000LP7k) started the flow interview.Some of this flow's variables were set when the interview started.myVariable_old = nullmyVariable_current = 0061I000004AdF9QAKASSIGNMENT: myVariable_waitStartTimeAssignment{!myVariable_waitStartTimeVariable} Equals {!Flow.CurrentDateTime}Result{!myVariable_waitStartTimeVariable} = "12/6/2017 2:00 PM"DECISION: myDecisionExecuted this outcome: myRule_1Outcome conditions: or1. Hey trailblazer, I'm here to guide you in earning the Approval Process Specialist Superbadge, which is part of the Process Automation Specialist badge. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. UPPER(ShippingCountry) =='USA', IF Deal is Negotiation[Opportunity].StageName equals Negotatiation/Review[Opportunity].Amount greater than 100 000Submit for Approval ((Opportunity: AmountGREATER OR EQUAL100000) AND (Opportunity: StageEQUALSNegotiation/Review) + Next Automated Approver Determined By Manager of Record Submitter)4. Node 1- Tweak quite a bit. But before starting with the release management, let us build the foundation with Application Life cycleManagement. My entire flow seems to work but not when creating a new >100k opportunity in the Negotiations stage. Disable a validation rule then try again. filled automatically as ndavo. 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. Salesforce Error ID: 1067837610-13774 (1684581515)Any assistance would be greatly appreciated. Create a record type named RB Robotics Process RT. Please contact your administrator for more information. Thanks for letting know. Create two rule entries and fill like below. Try disabling any validation rules on the account object then rechecking the challenge. Lets solve this developer Superbadge Process Automation Specialist for the Level up challenge. I hope to inspire all of the worlds trailblazers to learn, grow, and experience! 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. Everything is alright now, just need creating variables :), Those of you who still get the 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'.Check Opportunity.AccountId - NotEquals to Global.Null. Scroll down at the bottom of page, under approver settings. Good evening!I've got some problems with Challenge Not yet complete here's what's wrong: There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. If you check these things and are still having trouble, feel free to email screenshots to me. Step 2. (OR( ISPICKVAL(Type, 'Customer - Direct'), ISPICKVAL(Type, 'Customer - Channel')). First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity automation7 process failed. Action for Node 3: ApprovalsChoose the one we created for the opportunity here. reading, but what if you just have to follow the steps for a challenge , Isn't (Too much work for me!) I hate to give up, but I have now tired every formula, every process and combination of process (and my initial formula *should* have worked), Ive conducted my own tests and never get a Saturday or Sunday and I sitll get this error. Robot Setup Record should not happen immediately. I am happy to help. Where are you in the process? It is highly recommended to print the video transcripts, because there are a multitude of brief instructions that are easy to overlook while watching. Could something else be wrong? There was an unexpected error in your org which is preventing this assessment check from completing: System.NullPointerException: Attempt to de-reference a null object. Hey can you help me for completing superbadge challenge6 i.e Automate Oppertunities. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct4. Criteria based on $ belong in the approval process only.- There are 2 entry criteria for the approval process. 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? Hi.My mistake was Immediate action for Closed Won - Robot Setup.I had to set the field value as [Opportunity].Id.Then I passed this step.Thank you!! I wont say any more than that, for fear of giving it away, but if youre stuck, feel free to tweet me @gemziebeth. The Robot Setup Day of the Week formula does not seem to be working properly. : []And I also receive a email with the flow erro:Error element myRule_6_A1 (FlowActionCall).No applicable approval process was found. I'm Sandeep Yadav. 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'.I have created task as shown in screenshot and its active as well. Error ID: 1067837610-13774 (1684581515): [] I believe I tried all the options. I would rather say read twice or thrice unless you are not clear with problem statement /requirement to every challenges of this superbadge, doing so, will give you a clear pictureof problem statement. Give your Salesforce admin these details. Hi, thanks for the guide. Username: will be (Not a specific person). Yes. Moreover it takes lot of your internet MB's to The formulas, rollup summaries, etc. Error ID: 1155961392-2800659 (157788690)k up ExceptionCode values in the SOAP API Developer Guide. Also- Make sure that the "evaluate next criteria" verbiage shows on the node above.And - Make sure the process is activated.Still stuck? An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. 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! ; Test . Challenge 4: Create Sales Process and Validate Opportunities, Challenge 6: Create Flow for Opportunities. Hi Still getting the error after all the tries..Here are my rules..Please help[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].AccountID Doesn't Equal Global Constant $GlobalConstantNull[Opportunity].Stage Equals Picklist Prospectingand for the immediate actions i have done it exactly as we have in screen shot published above.Please help. Can you please help me to resolve it incase you know the resolution. OK, I managed to do this. Good morning Trailhead Baby! Could not fix that with any of the formulas. It's worth notifying that case 0 means Sunday, not Monday, and the solution may require an additional day to skip weekends. Requesting admin to make update in your last question formula. Thank you in advance, Hii Kona, Any help much appreciated as could not figure out what is wrong, The second node and the "send marketing materials" step look good to me! Thank You. Give your Salesforce admin these details. A flow trigger failed to execute the flow with version ID 3011I000000DAEO. Add New Resource Looptxt1 : Variable Type as below. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. Salesforce Error ID: 354599625-54567 (2080501154)I'm thinking that is something related to the approval processCan you help me? I have spent a few more hours on it, still couldn't figure out what is wrong, I get the 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.. Remember to activate the process approval, it worked for me, Challenge Not yet complete heres whats wrong: Hi Trailhead Baby,After being stuck in sept 5 for 4 weeks, I found your blog and read your post and replies.I tried to follow your instructions and now I faced a new error message in Step 5.May I send you an email to ask for your help, if possible?Thank you in advance! An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Change), You are commenting using your Twitter account. Challenge Not yet complete heres whats wrong: Sharing is caring. The "send marketing materials" should not be a part of the first node.