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

I created some products myself when I realised I hadnt actually followed the rules and created a new trailhead playground for this task; I was using my own org. * Finance needs to know about all opportunities, but marketing materials only need to be sent to a certain group of opportunities. Name ==> State Validation rule Create following fields with correct data type: Create Sales Process in Opportunity; thename should be. I'm looking forward to hearing that you passed the challenge! (They shouldn't).If you like, feel free to email me a few screenshots of your process or ** bonus points ** a video walk through. 3, "Wednesday", I'm happy to take a look -rebecca@capstorm.com. I have carefully read all of this and other threads on this trail. error id: 429738065-586330 (157788690)ook up exceptioncode values in the soap api developer guide. Thank you very much! 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. NOT( Ive even tried building just a process for the robot setup creation just to take away all of the noise. Business Administration Specialist Superbadge- 3 & 4 Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6 12 . I'm happy to help you though if you would share some details about your process. Amazing blog to go through and understand the steps in detail. APPROVAL PROCESS MANAGEMENT SUPERBADGE SOLUTION - avenoir.ai That's what I would do if it isn't a validation rule problem. Business Administration Specialist Superbadge- 3 & 4, Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6. You might also want to tweak the due date value. Thanks, Tim, Let's take a look at your "Negotiation" node on the process. I had to do some travel, so I parked this issue for a couple of days, hoping to clear the obstacle following the suggestions.I have cloned and modified the process, separating the criteria nodes:- First criteria (prospecting/customer) just making sure that account associated with opportunity not null, then send email to finance- Second criteria (prospecting) has 4 conditions, if these satisfied create task Send marketing Materialso Stage is prospectingo Account.ID not NULLo Owner ID not NULLo Account Type is PROSPECTAfter reactivating the process, still getting dreaded error:Challenge Not yet complete here's what's wrong: A new Opportunity with a 'Prospecting' stage for a 'Prospect' Account did not successfully create a Task for the Account owner with the Subject 'Send Marketing Materials'.I have attached the document with my screenshots and few notes, capturing the new flow. Lookup field used to select the user's manager. )Thank you! Label = Last won deal date 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. Thanks Trailhead Baby this was very helpful!!! I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. 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. If you could share some details of what you have, I am happy to take a look. It's saying the Send an email to the finance group process failed. Superbadges are proof of worthiness! I tried creating a new field but then this new field isnt showing in the Process builder when I lookup. How were you able to get around 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 Materials'.how to solve this error. Thanks for the screenshots! Thanks for informationThank you!! Are you able to share details of your process? Help on Superbadge Process Automation specialist Step 6. Im not getting a option for RB Robotics templetes in lookup. There are multiple types of customers and you are missing one major condition.Node 2- Missing the same condition as node 1 Why would finance be notified two times? fj40 ls swap. I am missing something but I cannot locate the issue since all the parameters and processes seem to be in a proper order. Hello. Please reference ID: YRQGUFCA. 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. Note: you need to install the unmanaged package for the email templates. Make sure it is unique. Complete the capstone assessment to earn the Process Automation Specialist Superbadge. Issue was Evaluate the next criteria option was not enabled for step 3. other leads come from our partners and from lists that we buy--all those leads are potential buyers of our assembly systems, Step 1: On Account object create validation rule so that correct US address can enter into the system, validation rule name ==> country rule for billing add A project with Daddy: My favorite daily process! But formula above does not work. Email me a few screenshots- rebecca@capstorm.com and I can give you some pointers. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. ( Automate Opportunities) of Process Automation Specialist superbadge. 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. Please check the configuration of the custom fields on the Account object. label - Robot Setup I took a look at the screenshots and emailed a few hints! 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! Opportunity account type, stage name, and the account id does not equal Null?Approval Process-* Is the >$100,000 entry criteria in the approval process (not in process builder)? 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. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup process failed. for a specific picklist value you are showing/hiding a particular part of a VF Page. I responded to the email with a few tips-- starting off that there should be 4 nodes in the process, not 3. have high-level requirements but the detailed solution is up to the person building the processes and doesn't follow step-by-step guidance. Rainbow Sales. Challenge 4: Create Sales Process and Validate Opportunities, Challenge 6: Create Flow for Opportunities. New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect. Try to disable the validation rule then run the check again. Hello,I am still facing this issue after removing the ISCHANGED criteria. Add the flow to the opportunity screen using app builder. Home barrina led lights CronTri, Hi Rangers, Welcome to the month of February, time to unleash new sphere of learning. This error comes when I check the challenge for automating opportunities.. Create Setup Record and Setup Date = 180 days + close date. Is the process active? Hi again,This was actually my second node. 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. Hi Daria- Could you share some details here in the comments? Quite interesting Do the whole thing again, it will do. I dnt know where I am wrong. 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. I am the Trailhead Baby! Change), You are commenting using your Twitter account. 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? 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. This is in the flow builder. On the trailhead community profile as well as on the Resume! CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). Scroll down at the bottom of page, under approver settings. first exception on row 0; first error: cannot_execute_flow_trigger, we cant save this record because the automate opportunities process failed. (Hint: Remember to click on the "stop" button at the end of each node to change it to "evaluate the next criteria" until you hit the final node.). - essentially create a record of this type, with the field values set with whatever you choose. a) Number of deals=> I did the same. +1,500 points ~1 hr . Could you share some details of your process? Your email address will not be published. Do the entry criteria for the approval process contain a clause for only new records? 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'. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Related To ID: id value of incorrect type: 0054P000009KkqWQAS. This is straightforward normal Queue creation. (Different criteria = different nodes. Process Automation Specialist Challenge 5 How To Make Process Builder Demo Super Badge Hindi Youtube. This value is empty. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. I also got the same error.How did you rectified it. reading, but what if you just have to follow the steps for a challenge , Isn't I am taking on automation specialist superbadge. I'll need the information for the node and the immediate actions. Email: your own unique email id will work fine. (I use my mom's email address: rebecca@capstorm.com). 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. Label = Number of won deals I gave Assigned To ID as Opportunity.Account.OwnerID. Oh happy day!! Example Controller-- public class MyExtension { public Account ac {get;set;} public MyExtension(ApexPages.StandardController controller) { ac = new Account(); } public PageReference save() { insert ac; PageReference pg = new PageReference('/apex/SecondVFPage');//Second //VFPage is another visualforce page pg.setRedirect(true); return pg; } } VF Page-- US && BillingCountry <> USA && BillingCountry <> United States && NOT( ISBLANK(BillingCountry ) ). 3 field updates.Hope this helps! When she said she wanted a widget, thats when I swore out loud. I'd check this first to see if you have any validation rules on the opportunity object. ) Various trademarks held by their respective owners. You can open dev console in a separate window and try running the process. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Only Trailhead Playgrounds have the correct data for these challenges.) Error ID: 605963218-241434 (1684581515): []And this email error: Error Occurred: This approval request requires the next approver to be determined by the Manager field. Please contact your system administrator for more information. This one gets a bit trickier because she makes a subtle hint that you need to nest your Processes. The checking process creates 7 opportunities to test 7 different days and verifies the 7 Robot Setups that are created as a result do not fall on the weekend. Hello Sai- I took a look at your screenshots:A few tips:1) The approval process needs some edits. Report Modifications: Sales Two words: Filter Logic Support If you get this errortry stacking to 100% and make sure that you have a "horizontal" style chart. if yes please share immediately. 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. I set up a new playground and tried to restart but I am still having the same issues. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. The Robot Setup Day of the Week formula does not seem to be working properly. Change the datatype for Day of the week field from TEXT to Formula (TEXT) and use the following the formula to get Day of the week, If Day of the week is Saturday , change [Robot_Setup__c].Date__c +2, If Day of the week is Saturday , change [Robot_Setup__c].Date__c +1. Sharing is caring. If u select the stop button it doesnt work, select the evaluate the next criteria button. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); I believe in work, I dont fuck with luck.. {!myVariable_current.Account.Id} (0011000001NUajWAAT) Is null false3. Hello Josh,Two days! Two things that I see in what you posted - The related to ID does need to be there just make sure that you are relating it to the OpportunityID. 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? Otherwise, an email would be sent to finance every time you have an opportunity created or edited as long as the opportunity is associated with an account. (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) Though would have to take it to the trailhead badge authors Process Automation Specialist. 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. Hello friends,I removed the post that contained a walk through of this step. 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. so check the criteria, This issue is not resolved would you plzz help me. And with this, we complete the challenge! I enjoy playing on Trailhead, taking long walks with mommy, watching the Florida Gators with daddy, and chasing my two dogs. @Trailhead Baby: Hi! I'd start by inactivating the validation rule. Action for Node 4: Record for Robot SetupSet fields as below and Date formula being ( closed date +180 ). The email should be sent to "User: Integration User" from the current user's email address. 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. Your validation rules are incorrect. Appu is correct, if we enter any 2 letter state code which is not a part of US, for example, TT then it should through error but using the above validation rule it doesnt throw any error because if we enter any two letters then the condition LEN(State) > 2 becomes false and in AND it wont check next condition i.e. Process Automation Specialist - Challenge 1 - Blogger I appreciate your help and hints along the way to get me back on track with the challenge.Thank you! autofilled but you can change it to an easy one . It was fine with that. 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. Marketing Materials action Next. Date, Date__c : Date typeNotes, Notes__c : Text typeDay of the Week, Day_of_the_Week__c : Number. billing specialist superbadge challenge 6. Flows while purely a declarative tool sit between Process Builder and Apex. I am close to give it up, somehow the time is not worth it. Create a process with the process builderOpportunity object with option created and updated. The StageName would be part of the process (process builder) but not the validation rule. Start a discussion in the forum to get straight-up answers, Dashboards in Salesforce | Creation and Detailed Know-How, Superbadge Apex Specialist Full Solutions, https://trailhead.salesforce.com/help?article=Installing-a-package-or-app-to-complete-a-Trailhead-challenge, Salesforce Certification Free Vouchers 2022, How to pass values and call a method from Parent-to-Child Lightning Aura Component. Add New Resource Looptxt1 : Variable Type as below. 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. Do you want me to take a look at the process? Step 5 I keep getting the following message: Challenge Not yet complete heres whats wrong: Process Automation Specialist: Automate Opportunities Requirements: New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect. Did you happen to email me as well? This can be achieved by using both the Standard Controller and as well as Custom controller functionality. This superbadge is all about to test one's automation skill using superb automation tools which salesforceprovide. Automate Opportunities | Process Automation Specialist Superbadge Thank you so much for all the help :). If the error persists, please share some details of your approval process. 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. Please contact your system administrator for more information. Related to ID Field Reference [Opportunity].IdDo you happen to have any idea what I am missing here? 2) My first node focuses on two types of current customers and the prospects. 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. Check Setup > Lightning App Builder. Hi, I am getting following after following you: "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 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. Hello Rajendra,I am happy to help. Element 1: Screencomponent from the paletteName:Product Quick Search. Assigned to ID- [Opportunity].Account.OwnerID is correct.I just posted a full walk through of this process specially for you. IF Closed - Won[Opportunity].StageName equals Closed WonCreate Robot SetupOpportunity = [Opportunity].Id Date formula CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)Alert finance group via finance account creation form. Seems I got every possible error on this step.Any help would be much appreciated. It looks like you are almost there! Error: Restforce::ErrorCode::MalformedQuery. Give your Salesforce admin these details. I will send you an email - Thanks! {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct4. UPPER(BillingCountry) =='USA', Please debug the issue via debug logthere is an issue when the approval process is inserting record. Shipping and Billing Country must be either. 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. Dont be tempted to write a checkbox formula they want a Text field. Test it yourself before you hit the button. label -Day of the Week Stuck on Superbadge Process Automation specialistStep 1? I included it by itself as it is apparently the one giving me issues. 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. Priority Picklist High 4. Error ID: 1067837610-13774 (1684581515): [] I believe I tried all the options. You can look up ExceptionCode values in the SOAP API Developer Guide. - I do not know of a way to add conditions on task execution - When you choose to "create a record," you are limited to the fields within the specific object. This issue is not resolved for me how to resolve this issue? There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Process Automation Specialist - Qiita There's the possibility of sorting by one column then the next - get to know the dropdown menus at the top of each column The report has to be a summary report. If the problem continues, get in touch with your administrator with the error ID shown here and any other related details. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Thanks for this! Formula ==> AND(!ISBLANK( BillingCountry ), LEN(BillingCountry) != 2), validation rule Name ==> State Validation rule for shipping add It is something smart to have in a real-life process anyway! First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Approval for a deal of more than $100K is must before closing. I personally think a checkbox would be better and thats how Id do it in real life. Please contact your system administrator for more information.