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

Could you provide additional details? Go to the Process we created in step 5. This post is so helpfull and informative.keep updating with more informationPython Programming BasicsPython Programming. Challenge Not yet complete heres whats wrong: Steps-2 : Create Two Queues 1. : Opportunity.Account Type = Prospect, Opportunity stage = prospectingand Opportunity.account id not equal to null, Node 3 Criteria. is-. When you are selecting the field:Opportunity is the starting object.Click on the drop down- and scroll down.The items with a ">" next to them will expand to related fields.Scroll down past the ">" options, and you will see the fields directly related to the opportunity object including OpportunityID. Give your Salesforce admin these details. Glad you figured it out! Rainbow Sales. Thanks Trailhead Baby! Check out all badges on Top Trailblazers! 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. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Management process failed. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Related To ID: id value of incorrect type: 0054P000009KkqWQAS. [Opportunity].AccountId Does not equal Global Constant $GolbalConstant.Null 2. This can be achieved by using both the Standard Controller and as well as Custom controller functionality. I have carefully read all of this and other threads on this trail. Required fields are marked *. Are you referencing the "send marketing materials" step? Finally we are ready to verify the challenge !!! I hope this gets you started! 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. Please contact your system administrator for more information. (Not a specific person). A bit confused about challenge 5. 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. Process Automation Specialist Challenge 5 How To Make Process Builder Demo Super Badge Hindi Youtube. Seems I got every possible error on this step.Any help would be much appreciated. That means the case numbers inform which day of a week Opportunity was closed, 0 for Monday, 1 for Tuesday and so on. Youre creating a custom object, then when the opportunity is closed won, youll automatically create a Robot Setup record via Process Builder. I'm Sandeep Yadav. I am also getting same error. Hello Trailhead Baby,I getting the error:Challenge Not yet complete here's what's wrong: There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Everything looks the same. b) Assembly System Sales, Step 5: create assignment rule on lead Your validation rules are incorrect. Det er gratis at tilmelde sig og byde p jobs. label -Day of the Week It was giving away too much of the challenge. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Let me know when you pass! Could you share some details of your process? My Flow had a couple of fast lookups in it to collect the products based on criteria, a decision, then a couple of screens. If so, there are two things to look at:1) The process will stop after the first node unless you tell it to continue - try clicking the little "stop" square to see what happens :)2) There are 2 types of customers, so the process needs to account for both types . Create an lead assignment rule and make 2 rules entries and give order accordingly.Based on LeadSource value lead should be assign to correct sales team (Queue). billing specialist superbadge challenge 6. have high-level requirements but the detailed solution is up to the person building the processes and doesn't follow step-by-step guidance. In process builder check whether u select the stop button or execute the next Lead State must be valid 2-digit US state. You are missing a criteria3) Node 3 - 1 incorrect condition, Hai Trailhead Babyi getting Same Error i able to see task for account and i able to see robotsetup record for opportunitylet me know where i wrong, Hi I am getting below error:Challenge Not yet complete here's what's wrong: There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. This one gets a bit trickier because she makes a subtle hint that you need to nest your Processes. 6, "Saturday", "Error"), step 3: 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? What are the criteria on your robot setup record set up?Did you assign Nushi Davoud to be your manager? Hello Rajendra,I am happy to help. 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. ) +1,500 points ~1 hr . Hi Trailhead Baby,Thanks for this awesome tips page. Yes, I will help! Before discussing the solution let me show you a diagram of a Process Flow at a high level. assign the lead to -. Weve previously discussed Workflow vs. The entry criteria are not correct nor are the final approval / rejection steps. Error ID: 932835170-8850 (-1845957167): [] I fixed it by activating my approval process.Then I got an error about the big deals validation. billing specialist superbadge challenge 6 - catip.org.pk So, rather than using > symbol to check LEN(STATE) use =, and add NOT for AND, it should be like below: OR 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). Requesting admin to make update in your last question formula. Executive Report Tips: SolarBot Loyalty Revenue This report is tricky, but I don't want to give away the solution! Okay, I cleared the "Related to" field on the task creation action and now I'm getting this message: 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 know a lot of people have had this same problem but I've tried the solutions posted and I can't seem to make it work. Email: your own (LogOut/ First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, An account cannot be added for Customer - Direct and Customer - Direct Channel. He laughs when I poke his nose and tries to take toys out of my hand. type - formula (return type - text ) As with all the reporting superbadges, it's important to take note of how the data is to be organised and sorted. The due date should not be a static date. UPPER(ShippingCountry) =='' Prospect node of process builder:Opportunity.Stage equals prospectingOpportunity.AccountId does not equal $GlobalConstant.nullImmediate actions:Email finance group Create task:Due date only = TODAY() Assigned to ID = Opportunity.AccountID.OwnerIdPriority = HighStatus = Not startedSubject= send marketing materialsIf I try to add the related to ID field it automatically goes back to the first critique that the process couldn't run. fj40 ls swap. Including the step to "send marketing materials?". 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. Hi,The formula that I have used is as below:CASE(MOD(([Opportunity].CloseDate) - DATE(1900, 1, 7), 7),0, ([Opportunity].CloseDate) + 180 + FLOOR((180-1)/5)*2,1, ([Opportunity].CloseDate) + 180 + FLOOR((180)/5)*2,2, ([Opportunity].CloseDate) + 180 + FLOOR((180+1)/5)*2,3, ([Opportunity].CloseDate) + 180 + FLOOR((180+2)/5)*2,4, ([Opportunity].CloseDate) + 180 + FLOOR((180+3)/5)*2,5, ([Opportunity].CloseDate) + 180 + CEILING((180)/5)*2,6, ([Opportunity].CloseDate) - IF(180>0,1,0) + 180 + CEILING((180)/5)*2,null), Close! Hi Megha, I am unable to check my step 2 of Process Automation. Also, is there some sort of tutoring available or someone to chat with regarding questions on these challenges? 0, "Sunday", This report lists the elements that the flow interview executed. Tips on passing the Process Automation Specialist Superbadge on 2) Process builder - Re-read the instructions for the 1st node. & tnx buddy once again for your solution. Hy Appu, I can surely be wrong as I completed this in my initial days learning salesforce. Please help to overcome from the Problem. I set up a new playground and tried to restart but I am still having the same issues. [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4], Step 3 : Create validation rule on lead object. 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. How do I choose [Opportunity].Id in stead ofOpportunity.AccountId?? Hi Trailhead Baby,I used to have the following error:There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Error ID: 1155961392-2800659 (157788690): [], Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. On the trailhead community profile as well as on the Resume! Sometimes it is much easier to look at a visual than try to understand from words!A few things to consider:1) Not all opportunities should receive marketing materials, but all opportunities should trigger the email to finance. - In your user profile, click edit. Create queues for your sales teams but thats obvious from the video. Give your Salesforce admin these details. Any help very much appreciated, Absolutely the same issue :(. Formula ==> AND(!ISBLANK( BillingCountry ), LEN(BillingCountry) != 2), validation rule Name ==> State Validation rule for shipping add If you want First Ascent, dont use Check Challenge to test what youve built. If you are still getting the error, send a few screenshots of your process my way and I will take a look- rebecca@capstorm.com. Does your process look like the screenshots posted in the blog? 5, "Friday", When she said she wanted a widget, thats when I swore out loud. I'm looking forward to hearing that you passed the challenge! (I doubt 2nd criteria)When it comes to Task itself the only field I can't validate against yours in snapshot is Assigned to and there I have (like above already someone asked and you confirmed):[Opportunity].Account.OwnerID. trailhead playground and have installed the package: Package Name: Assigned to ID- [Opportunity].Account.OwnerID is correct.I just posted a full walk through of this process specially for you. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. (They shouldn't).If you like, feel free to email me a few screenshots of your process or ** bonus points ** a video walk through. Create Flow for Opportunities. 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. Why the change of heart? 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. Rated Accounts by State The record count for state and account rating are automatically added. The email should be sent to "User: Integration User" from the current user's email address. Here it Make sure it is unique. Hooray.. VALIDATION RULE 2 : Rule Name :Name Change, Error Message :You cant change the Account name for Customer Direct or Customer Channel. 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. 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. process automation specialist superbadge step 1 Tip:Create 2 public groups (Sales Team) and assign each one queue. Would you mind posting the error message? I have completed my Superbadge, A few hints:* The first node should have 4 criteria plus conditional logic* The second node should have 3Recommendation: Read through the instructions again and sketch out the process on paper before starting in Salesforce. as your own manager-, LEN( State ) Even the subject. CASE(MOD([Opportunity].CloseDate + 180 DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). 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. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. For Mike Watson in response to his email.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.If I activate the process I get the following error.There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. I created some email templates to start off with since I find it irritating having to come in and out of the Process Builder: I was lazy with these; I just put the link into the body of the email and it was fine. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); I believe in work, I dont fuck with luck.. One of those stages needs to call your other Process (1). I will make sure to reply you within short time and help you to complete the Superbadge. Breast Cancer at 29 REALLY?! I have same error. Hi Kona, 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. I dnt see an option for [Opportunity].Id in my process. NOT (OR ( BillingCountry = 'US', BillingCountry = 'USA', BillingCountry = 'United State'. Process automation specialist superbadge step 8 how to cancel brandy melville order oreilly aito parts. rule named Process Automation Specialist. Create related Email Alert from search box for the templates above. I hope to inspire all of the worlds trailblazers to learn, grow, and experience! // This object is available in API version 17.0 and later. Could not find an active Flow named Product Quick Search. Lead State must be valid 2-digit US state. Many thanks again! OR( 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 Hi Abhi,I have not received the email yet. Search for an answer or ask a question of the zone or Customer Support. Error: Restforce::ErrorCode::MalformedQuery. Hey there! If the problem continues, get in touch with your administrator with the error ID shown here and any other related details. 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. How frustrating!A few tips for the "Negotiation/Review" and "Approval" parts:- The node within process builder only needs 1 criteria for executing actions. feel free to rectify just send me a screenshot showing ur code works fine. Error ID: 2146461946-632512 (157788690): []. Thank you very much! Many useful tips and guide. 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? PS I tried Buying you Coffee but it wont take international credit cards. How about this- before you give up email a few screenshots of your process to me: rebecca@capstorm.com & I'll take a look. Doesnt matter if the flow actually works. Give your Salesforce admin these details. Maybe this thing recorrection solves your problem. Apex but theres another automation tool Admins should have in their tool belts as well called Flows. Create Sales Process and Validate OpportunitiesCreate a sales process with the required stages and name it RB Robotics Sales Process. Label = Number of won deals the 6th and final step to the Salesforce - Trailhead - Process Builder Specialist Superbadge! {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. Something that helped was saving the report frequently. Please contact your system administrator for more information. Forgetting to activate is an easy oops. 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. In fact Process Builder and Flows are both built on the same Salesforce feature called Lightning Flow. What do you suggest I do? [ https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4] Step 3 : Create validation rule on lead object. Would you mind sharing the formula that you are using to calculate the setup date? Please contact your system administrator for more information. Though in my view superbadges are more like test than learning modules. If so, please share some details of your process. 3 field updates.Hope this helps! Can you tell me why? Im having a problem validatin a step in the Process Automation Specialist! Kudos to you!!! : There was an unhandled exception. Hi Trailhead Baby,I have been trying to complete challenge 5 of Process Automation Super Badge. The good news- Using the criteria that you provided for the first criteria is perfect- if used as the second node! Hi Trailhead Baby,I am still getting the same error message :(Not sure what is wrong. 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. (She's the Rebecca Gray that is a user group leader and has 102 Trailhead badges. Not able to see Robot Setup object in Record type drop down list for node 4 in challenge 5. From a quick glance, I see several items that you can easily correct:1) Read the criteria for the first node again (Opportunity Customer). First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Opportunity Status Change process failed. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Have something to share? Make sure to inactive other processes in Processes to avoid interference and activate your process builder: Help onSuperbadge Process Automation specialistStep 6? {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct4. 3, "Wednesday", I set the Stage = ClosedWon under Approval Steps. The account type is missing in yours. 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. MOD(Date__c - DATE(1900, 1, 7), 7), Prerequisite: Make sure you have successfully logged in to your To determine the account types, read the transcript for the "Automate Opportunities" video - the second paragraph. 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. Please debug the issue via debug logthere is an issue when the approval process is inserting record. 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. They dont want any State abbreviations that are greater than or less than 2. Assembly System Sales. 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. CronTri, Hi Rangers, Welcome to the month of February, time to unleash new sphere of learning. That's what I would do if it isn't a validation rule problem. 3 of the field conditions are related to "account.type." I would like to take a look at your approval process, validation rule, and the process itself. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You Need Approval From Manager. help Email: your own unique email id will work fine. Hello! can you pleas help me in this, In challenge 2 Im getting error like Challenge Not yet complete heres whats wrong: Run this rule if .