process automation specialist superbadge step 6

Hi Trailhead Baby!! barrina led lights Time to move forward with step 5, 1. Note :- Use Process Builder(PB) to setup all these automation and obviously in one PB. * 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? Missing ) . Plus I know that in real life I may have thought, Christ, how do I do this without code and would have lit the Developer signal. Action for Node 3: ApprovalsChoose the one we created for the opportunity here. It seems as I have to make a difference between Prospect Accounts and existing Customer Accounts (Direct or Channel). Hello! Hii, This value is empty. Like it and share it to help our #salesforceohana members. Please contact your system administrator for more information. Step 2 : Install the managed package. Help on Superbadge Process Automation specialistStep 3? The way I tackle these is to think the process through If a deal enters the negotiation / review stage, the deal must be approved.Only deals that are over $100,000 qualify unless they have already been approved.The way that your's reads-If an opportunity is in the negotiation / review stage with an amount over $100,000 and is approved IsClosed? [ https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4] Step 3 : Create validation rule on lead object. 0, "Sunday", You start as a prospect and end up as a closed/won customer. Thanks for letting know. [Opportunity].Account.Type Equals Picklist Prospect- Action Name: Send Marketing Material Set Field Values: 1. Curious if you have seen this error.Regards, Hello- Yes I have seen this error before. I am stuck with this, kindly help 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. Don't know why I am getting this error. Did you get it resolved? (NOT(AND(LEN(State) = 2,(CONTAINS(AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:WA:WV:WI:WY, State )))), NOT(OR(Country =US,Country =USA,Country =United States, ISBLANK(Country)))). Odd! 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. apex specialist superbadge step 4 - ASE Try removing the "status" criteria. Package Name: Process Automation Superbadge unmanaged package Package ID: 04t46000001Zch4 Make a new user as - First name: Nushi Last name: Davoud Alias: will be filled automatically as ndavo. A flow trigger failed to execute the flow with version ID 3011I000000DAEO. We couldn't find the record you're trying to access. Right now he' taking a nap.so I'm off to edit some reports! wow, thank you for such a quick reply! Check Setup > Lightning App Builder. Message: MALFORMED_QUERY: When . My formula field throws Error: Syntax error.Extra Amount for the following 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. Hi Trailhead Baby,I am getting below 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'. 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). Maybe this thing recorrection solves your problem. (You can also email screenshots) I'm happy to look at some screenshots via email, but I like to do as much posting here as possible in order to help others that may face the same issue. Is it possible that the problem is somehow in previous steps (they passed the challenge, but maybe affect this step) ? Why the change of heart? Please contact your system administrator for more information. Not, "create a record if" the "if" bit is contained within the node.- You could probably do this within one node by using the more general conditions for the node, then triggering a separate process which filters out the customers or doing something similar in visual workflow. I tried so many times but I dont know where I did wrong . First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Automate Opportunities process failed. Leave a comment for the Trailhead Baby! Testing this uncovered a few issues: it was originally an auto-launched flow (wrong!) 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. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. You can look up ExceptionCode values in the SOAP API Developer Guide. This is in the flow builder. It is highly recommended to print the video transcripts, because there are a multitude of brief instructions that are easy to overlook while watching. Complete the capstone assessment to earn the Process Automation Specialist Superbadge. Success! Posted at 16:45h in logan sargeant family by nerf gun obstacle course rental near me. Executive Report Tips: SolarBot Loyalty Revenue This report is tricky, but I don't want to give away the solution! Process Automation Specialist Superbadge 5 October 03 2017 A project with Daddy. The Rainbow sales team should be handling all the leads that come from the web Robot Setup Record should not happen immediately. This is probably the most simple step to be stuck on for days!Lets solve it to claim our badge super fast! Dear Trailhead Baby:)And greetings from Finland where lives Santa himself, so I'd propose you to be kind to me and help me sort it out what's my issue regarding Superbadge Process Automation #5. The error message is still showing up and I'm running out of ideas. 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. 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. 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. Please contact your system administrator for more information. label - Deal win percent There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Would you mind posting the error message? Request you to please help, while trying to complete the challenge 6 for Process Automation Specialist, I am facing the following issues 1. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, error: [Name]"Any ideas? 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. This issue is not resolved for me how to resolve this issue? First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Approval Process process failed. Stuck on Step 5 of Process Automation Specialist? Though I have created a new Trailhead Playground for this superbadge, however I am not able to view RainbowBot, CloudyBot, and Assembly System in the product name, where to check them 2. Hello,I am still facing this issue after removing the ISCHANGED criteria. 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. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Dont forget replicate For Shipping State/Province and Shipping Country same as Billing State/Province and Billing Country validation which I have mentioned above. {!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. Someone pls help, Hi Steps-2 : Create Two Queues 1. Here is the 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. He laughs when I poke his nose and tries to take toys out of my hand. I set the Stage = ClosedWon under Approval Steps. Though would have to take it to the trailhead badge authors 12 . Add New Resource Loop : Variable Type as below. IF Customer account: [Opportunity].Account.Type equals Customer - Direct[Opportunity].Account.Id is null falseAlert user via finance account creation form2. 3 field updates.Hope this helps! Tried everything. (Not a specific person). Tip: Have 2 entry criteria in approval process: Money and stage.Tip: Put the money criteria ONLY in the approval process, NOT in Process Builder.Approval process details:Entry Criteria- Amount>100,000 and Stage= Negotiation / ReviewApproval Assignment Email Template- SALES: Opportunity Needs ApprovalInitial Submission Actions: Record Lock & Field Update to Awaiting ApprovalApproval Actions: Field Update to Closed WonRejection Actions: Field Update back to stage Negotiation/ReviewFinal Approval Actions: Record Lock, Email Alert: Opportunity Approval Status EmailFinal Rejection Actions: Record Unlock but I am still getting an email after this error message: Error element myRule_6_A1 (FlowActionCall).No applicable approval process was found. Want to share a concept or story? I was able to approve opportunity when I was the approver. Add New Resource Looptxt1 : Variable Type as below. 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. The SFDC Web Training always welcomes the new talent to expose themselves on this platform. Let me know when you pass! Your email address will not be published. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup v3 process failed. Due Date Only Formula TODAY() + 7 2. Notify me of follow-up comments by email. +1,500 points ~1 hr . Tips for Passing the Process Automation Specialist Superbadge Related to ID Field Reference [Opportunity].IdDo you happen to have any idea what I am missing here? 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. If a flow cant do what you need you or a developer can write Apex to do so. I got an email with information that there's 'No Applicable Approval Process', but I have assigned Nushi Davoud for both my approval processes. Stuck on Superbadge Process Automation specialistStep 1? Process Automation Specialist Superbadge - 5 - Blogger autofilled but you can change it to an easy one . 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. : Opportunity Stage = Negotiation/Review and Opportunity Amount > 100,000, Node 4 Criteria. UPPER(BillingCountry) =='' 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. Remember that Salesforce calculates DateDiff in days, so I did 365*2 and it was happy with that. But still facing the same error.Can anyone help me out here.Regards,Ashish. Any help very much appreciated, Absolutely the same issue :(. Once I do this, those errors go away but I still get the error that my process cannot run. object: From available objects, add Lead in the selected objects. Clarification: the 2nd Approval Process above is Opportunity Stage = Awaiting Approval and Amount = 100k. I am taking on automation specialist superbadge. Priority Picklist High 4. 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. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Anything over $100K--have to be approved before they can close: []. : [] Assuming something is wrong w/ my approval process can you help provide some guidance? AutoNumber field - ROBOT SETUP-{0000}, c)Day of the Week if yes please share immediately. Element 1: Screencomponent from the paletteName:Product Quick Search. Contact @jkarlsteen . I check my process it is working perfectly fine. In superbadge challenge Account Automate i got below error, Error: Field BillingState does not exist. 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. Frankly, I didn't check the process with an actual record - which is a good idea! Assembly System Sales. Give your Salesforce admin these details. Hi! An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. >>> Queue (search it in Quick Find Box) >>> New, Queue Name: will The entry criteria are not correct nor are the final approval / rejection steps. You can look up ExceptionCode values in the SOAP API Developer Guide. I am facing this error while checking my challenge Automate Oppotunities on Process Automation Specialist. Assigned to ID Field Reference [Opportunity].Account.OwnerId 3. 3 of the field conditions are related to "account.type." Tips on passing the Process Automation Specialist Superbadge on Create queues for your sales teams but thats obvious from the video. There was an unexpected error in your org which is preventing this assessment check from completing: System.NullPointerException: Argument cannot be null. Before discussing the solution let me show you a diagram of a Process Flow at a high level. Creating design specifications with the development team. . Have already completed challenge 3 successfully where created custom object Robot Setup. Add the component on newly created Opportunity Record Page. Formula==> Salesforce MPBSalesforce Trail head Super badges Process Automation Specialist Is video mai hum dekhenge ki kese hum Process Automation Specialist ka. In challenge 5 there is a hyperlink on robotsetup too. 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)? >>> Lead Assignment rule(search it in Quick Find Box) A tag already exists with the provided branch name. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy Safety How YouTube works Test new features Press Copyright Contact us Creators. Activate it and deactivate any others, in last step what is this Formula But I keep getting the following error even though the Robot Setup record is created with correct date.Challenge Not yet complete here's what's wrong: A Closed Won Opportunity did not successfully either create an Robot Setup record and if it did, then the Date__c was not 180 date from the Opportunity Close Date.Please can you help me in getting this error out of my way.Thank you in advance. Note: you need to install the unmanaged package for the email templates. Awesome! Assembly System Sales. Check your Account.Type criteria. Lead Country must be either US, USA or United State or it can be blank. Thank You. have high-level requirements but the detailed solution is up to the person building the processes and doesn't follow step-by-step guidance. Many Git commands accept both tag and branch names, so creating this branch may cause unexpected behavior. Node 1- Tweak quite a bit. TIA, Challenge Not yet complete heres whats wrong: Apex Class Go to Developer Console >>> File >>> Open >>> Apex Class Click on WarehouseSyncScheduleTest class >>> Open A template of the apex class will be opened, write your code there- @ isTest public class WarehouseSyncScheduleTest { @ isTest static void WarehousescheduleTest (){ String scheduleTime = '00 00 01 * * ?' <> 2 || Thanks! Create a process with process builder Opportunity object with option created and updated. An Opportunity with the Stage Negotiation/Review and the Amount greater than $100,000 was not successfully submitted for approval upon creation. Clone this Process. Hi! Concepts we use to complete this Superbadge: Important Pre-works before you start doing this Superbadge: These three are very important to avoid any error while doing challenges in the superbadge. CronTrigger is similar to a cron job on UNIX systems. Please reference ID: YRQGUFCA. Hint: You will need a total of 4 nodes for this process (the blue diamond shaped bits.). Nothing, nothing is working. Hi, I finally managed to properly create a task, but now Robot Setup is stopping me. The "send marketing materials" should not be a part of the first node. Below are tips and gotchas for each report / dashboard. Let us start our new adventure, today we will learn about Release management from beginner to advanced level. : Challenge 6. Try to disable the validation rule then run the check again. 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. I'm happy to take a look if you could comment with what you have. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Thank you for posting the solution! I am getting the same error. The superbadge covers: Assignment rules Sales processes and record types Roll-up summary fields Validation rules Process Builder Approval processes A Flow to conditionally collect data and display in a screen Adding a flow component to your Lightning record page Thank you for such a wonderful content. Element 2: Get Record as belowLabel: Search Prod select object as Product. Doesnt matter if the flow actually works. Opportunity Stage = Prospecting and Account Type = Prospect, Your Process Builder Step should look like below, Opportunity Amount > 100k and Stage is Negotiation, Opportunity Closed Won and Create Record in Robot Setup Object, Challenge Not yet complete heres whats wrong: Weve previously discussed Workflow vs. Try disabling any validation rules on the account object then rechecking the challenge. : Opportunity.Account Type = Prospect, Opportunity stage = prospectingand Opportunity.account id not equal to null, Node 3 Criteria. 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. a time taking process for you ?? It turns out, you can build fancy widgets without developers! This is pointing towards a problem with either the approval process or the node that pushes opportunities to pass thru the process. If a flow cant do what you need you or a developer can write Apex to do so. A new Lead with the Source Web was not correctly assigned to the Rainbow Sales queue. but i have assigned the queues to the respective source, In Create Flow For Oppportunites I Have an error, Challenge Not yet complete heres whats wrong: NOT(CONTAINS("AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:WA:WV:WI:WY",State))&&, (NOT(Country ="US" Error ID: 2146461946-632512 (157788690): []. Hi, Kumar! Email some screenshots or a video of your process to rebecca@capstorm.com. Error ID: 1009579560-396 (1684581515): []. I am sure that there is something that can be changed! Please contact your system administrator for more information. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, The high value deals over $100K have to be approved before you can close. Give your Salesforce admin these details. Also- Make sure that the "evaluate next criteria" verbiage shows on the node above.And - Make sure the process is activated.Still stuck? Is there a cache or something somewhere that has to be cleared for new processes to work? feel free to rectify just send me a screenshot showing ur code works fine. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, The record couldnt be saved because it failed to trigger a flow. Only Trailhead Playgrounds have the correct data for these challenges.) Marketing Materials action Next. Test it yourself before you hit the button. Process Automation Specialist Superbadge - Blogger Give your Salesforce admin these details. I'm happy to take a look -rebecca@capstorm.com. GitHub - alinechan/Superbadge-Process-Automation-Specialist Can you double check that you emailed:rebecca@capstorm.com ? In this part of challenge we need to setup Robot Setup Date. Your new org will have all the special data you need. One of those stages needs to call your other Process (1). {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. Just a correction, NOT from CONTAIN should be removed as well: OR I am glad that you have this set up as the second node. I used AND(something,something) Note- Negotiation is incorrectly spelled. Copyright 2000-2022 Salesforce, Inc. All rights reserved. I have not encountered that error, but I'm happy to take a look at what you have! filled automatically as ndavo. I passed this step but another error occurred. Since the error states that you need approval from manager, my guess is that it is something with the approval process. Select queue to On the error message, you could dig down within the developer console- frankly a bit beyond my admin skill set. I put on a pot of coffee and the world immediately becomes a mess of thoughts, feelings, and emotions. Thank you for any help! Hi! This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ.

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process automation specialist superbadge step 6