Issue with Superbadge Process Automation specialistStep 2? Let the universe renounce some goodness to you . After giving it some considerable thought, I ended up creating a Process (1) to handle the emails to Finance (and the task), then invoking that in another Process (2) that runs based on Opportunity Stages. This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository. Create a process with process builder Opportunity object with option created and updated. NOT (OR ( BillingCountry = 'US', BillingCountry = 'USA', BillingCountry = 'United State'. Create an lead assignment rule and make 2 rules entries and give order accordingly. No matter how I change my date formula for the Robot Setup process, I get: A Closed Won Opportunity did not successfully either create an Robot Setup record and if it did, then the Date__c was not 180 date from the Opportunity Close Date.My current formula looks like this (included comments): CASE( MOD([Opportunity].CloseDate - DATE(1900, 1, 7), 7), 0, [Opportunity].CloseDate + 1 + 180, /* Sun: CloseDate + 1 wknd day + 180 days */ 4, [Opportunity].CloseDate + 2 + 180, /* Thurs: CloseDate + 2 wknd days + 180 days */ 5, [Opportunity].CloseDate + 2 + 180, /* Fri: CloseDate + 2 wknd days + 180 days */ 6, [Opportunity].CloseDate + 2 + 180, /* Sat: CloseDate + 2 wknd days + 180 days */ [Opportunity].CloseDate + 180 /* Default (Mon/Tue/Wed): CreatedDate + 180 days */)I am getting an email alert that an opportunity needs my approval.Would you mind taking a look? Forgetting to activate is an easy oops. Please help. Trailhead SuperbadgeSeries: Process Automation Specialist Part 5, Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation. Happy to take a look- rebecca@capstorm.com. 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. ), Step 3: Create Fields on account Number_of_won_deals__c / Number_of_deals__c, f)Call for Service Give your Salesforce admin these details. The free lemonade offer worked! The account type is missing in yours. Screenless Flow Specialist Superbadge . Make sure it is unique. Do you have your own manager set up in the profile? Give your Salesforce admin these details. Can you please help me to resolve it incase you know the resolution. Click on the (OR( ISPICKVAL(Type, 'Customer - Direct'), ISPICKVAL(Type, 'Customer - Channel')). 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. )Thank you! And with Super Set credentials, showcase your expertise in a specific domain and take the next step towards landing a top job. Thank you for your prompt reply! First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup v3 process failed. I have tried different order of decisions and whether to continue evaluating or stop after the action. Is that correct? did not pass. Share and grow together..!For more, we always have the back of the community and you can drop me a comment if it helps! Curious if you have seen this error.Regards, Hello- Yes I have seen this error before. 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. Error ID: 479743514-108618 (-370455525): [], Your email address will not be published. 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. Do the whole thing again, it will do. 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. Hello! You are so close to passing! 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. 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. Have you walked through each step of the process like a end user to make sure that it works? The entry criteria is missing one thing A record needs to match the account type and the stage name. Give your Salesforce admin these details. Executive Report Tips: SolarBot Loyalty Revenue This report is tricky, but I don't want to give away the solution! 180 mod 7 gives 5, so only when Opportunity's close date is on Monday or Tuesday Robot Setup Date may occur on weekend. If you could share some details of what you have, I am happy to take a look. Start a discussion in the forum to get straight-up answers, and avoid your query to be lost in the comment pile. so check the criteria, This issue is not resolved would you plzz help me. Give your Salesforce admin these details. I'm happy to take a look if you could comment with what you have. Please refer to the step again. Max Score. You are missing one condition.2) Look at your "create a prospect" task. (high school algebra 2). Share. That means the case numbers inform which day of a week Opportunity was closed, 0 for Monday, 1 for Tuesday and so on. 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. || Country ="USA" || Country ="United States" || I am missing something but I cannot locate the issue since all the parameters and processes seem to be in a proper order. Note: you need to install the unmanaged package for the email templates. 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! How were you able to get around this? I dnt know where I am wrong. Please reference ID: YRQGUFCA. * Approval actions on the approval process- The only thing you need here are field updates. 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. Many thanks! I also got the same error.How did you rectified it. Thank you to all the guys involved in that Q&A. Below are tips and gotchas for each report / dashboard. Getting this error in 5th step ( Automate Opportunities) of Process Automation Specialist superbadge. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. All of them have to be inactive. . 2, "Tuesday", Process automation specialist step 6 flow builder. Search for an answer or ask a question of the zone or Customer Support. 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. 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. I got confused between SObject Variables and SObject Collection Variables, but I got it in the end by assigning my data to an SObject Collection Variable. Remember that Salesforce calculates DateDiff in days, so I did 365*2 and it was happy with that. 2020. Admin ur content has helped me to understand various aspect of approval process and task. These are resume worthy for particular reason.. Do you have the approval process set up so that the manager is the approver? Challenge Not yet complete heres whats wrong: As with all the reporting superbadges, it's important to take note of how the data is to be organised and sorted. : [StageName]. 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. please help me. Give your Salesforce admin these details. type = rollup summary ( on opportunity function Max aggreate field-close date criteria- stage=close won), e)Deal win percent Hi Trailhead Baby!! That will force criteria segregation between prospect accounts and existing customersWill give it a try.. BTW, the error message is quite generic.. any way one could dig down and get more details for such error messages ?Thanks. OR ( This is not the issue, as an admin you can have assign/reject permission. We are always on the hunt for writers that have something interesting to say! Having 3+ years of working experience in Salesforce domain. Its only what a client would say in a real-life consulting environment. Assigned to ID Field Reference [Opportunity].Account.OwnerId 3. Rated Accounts by State The record count for state and account rating are automatically added. Then I felt a bit sheepish, thinking people who had seen that would think I was showing off!! When you start a create a new report, simply click to start with a clean screen. But before starting with the release management, let us build the foundation with Application Life cycleManagement. To solve the above business use case we will modify the Screen Flow Created for this article. I passed this step. 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. I dnt see an option for [Opportunity].Id in my process. It gave away too many details, and I want you to have the EUREKA! ISPICKVAL( Type , 'Customer - Channel') Hint: You will need a total of 4 nodes for this process (the blue diamond shaped bits.). ), validation rule name ==> country rule for shipping add Someone pls help, Hi Doesnt matter if the flow actually works. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. Help on Superbadge Process Automation specialist Step 6. Did you figure this out I am also getting the same error stuck on this challenge since 2 days. Flows while purely a declarative tool sit between Process Builder and Apex. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); I believe in work, I dont fuck with luck.. Note:- Roll-up summary fields can created on master side of master-detail relationship. Mom is not aware of my nocturnal computing, so I keep the noise to a minimum, and she assumes that I am slumbering away. This superbadge is all about to test one's automation skill using superb automation tools which salesforceprovide. VALIDATION RULE 2 : Rule Name :Name Change, Error Message :You cant change the Account name for Customer Direct or Customer Channel. Request you to please help, while trying to complete the challenge 6 for Process Automation Specialist, I am facing the following issues 1. Would you like to share what you have so far, and I'll take a look? Thank you so much for all the help :). 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 Make sure that the correct date range is selected. The Country field is allowed to be blank, so youll need to build this into your validation rule. Try to disable the validation rule then run the check again. Process automation specialist superbadge step 8. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Another question I have is dont I need an automatic approval process for amounts less than 100K? error id: 429738065-586330 (157788690)ook up exceptioncode values in the soap api developer guide. My formula field throws Error: Syntax error.Extra Amount for the following Great!! TIA, Challenge Not yet complete heres whats wrong: You have June 26, 2001.3) Robot Setup Record- Read the instructions carefully and note the "date" requirement. Hi Trailhead Baby,I am stuck at step five need your assistance , i am getting the below 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'. If a flow cant do what you need you or a developer can write Apex to do so. Time to move forward with step 5, 1. (LogOut/ Two things:Under - criteria for prospect accounts opportunity created-[Opportunity].StageName equals picklist prospecting(instead of [Opportunity].Stage)Action-Related to ID should relate to the opportunity owner- [Opportunity].Id(instead of Opportunity.AccountId)Passed? Yes- there are several things that could be the cause. No idea why this weird issue is happening. Hint: Carefully read / listen to the 1st line of the "Automate Opportunities" video/transcript. <> 2 || * Read the "challenge 5" instructions above the check challenge button very carefully. This is in the flow builder. You need only 1 Lightning page for Opportunities. How do I select the stop button? Challenge 4: Create Sales Process and Validate Opportunities, Challenge 6: Create Flow for Opportunities. This is my journey- a normal kid by day- a Trailhead explorer by night. 2) If a field does not exist, you can not encrypt or track field history. Please contact your system administrator for more information. If u select the stop button it doesnt work, select the evaluate the next criteria button. They dont want any State abbreviations that are greater than or less than 2. Nothing, nothing is working. panda express addiction > alyssa lynch project mc2 > billing specialist superbadge challenge 6. billing specialist superbadge challenge 6 05 Jun. The StageName would be part of the process (process builder) but not the validation rule. 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? If you are in a consulting role, WATCH THE VIDEOS. Queue Name:Rainbow Sales ; AND Assembly System Sales. I have created 3 approval processes: 1) Opportunity Stage is Negotiation Over 100k; 2) Automatically Approve Opportunities Stage = Awaiting Approval and Amount = 100k. Navigated to process builder and unable to find field opportunity.account.type and all. I am taking on automation specialist superbadge. CronTrigger is similar to a cron job on UNIX systems. But formula above does not work. 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. Clarification: the 2nd Approval Process above is Opportunity Stage = Awaiting Approval and Amount = 100k. I have carefully read all of this and other threads on this trail. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct3. It's worth notifying that case 0 means Sunday, not Monday, and the solution may require an additional day to skip weekends. a time taking process for you ?? I kept getting this message: To continue the process after evaluating this criteria, define the next criteria node. 0, "Sunday", Challenge 5 , node 4. what am I suppose to do ?? {!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. startTest (); Test . Let's get started. Assembly System Sales. Error ID: 1155961392-2800659 (157788690): [], Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. Shipping and Billing Country must be either. You can look up ExceptionCode values in the SOAP API Developer Guide. if yes please share immediately. give your salesforce admin these details. Thanks for letting know. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You need Manager Approval: []When I deactivated the process I got following error messageChallenge Not yet complete here's what's wrong: A new Opportunity with a 'Prospecting' stage for a 'Prospect' Account did not successfully create a Task for the Account owner with the Subject 'Send Marketing Materials'.Here is the snapshot of what I have done. - criteria are met. 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. Thanks for your help. Thank You. I'm happy to take a look -rebecca@capstorm.com. Send Welcome Packet Email, when the Opportunity is Closed Won. Web. I check my process it is working perfectly fine. Superbadges are proof of worthiness! Node 1- Tweak quite a bit. 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. I'm happy to look at your screen shots- send them to my mom's email: rebecca@capstorm.com I usually spend the weekend with my mom and dad, so I will probably not look at them until Monday. Hi Megha, I am unable to check my step 2 of Process Automation. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. 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. Could you please share? : There was an unhandled exception. PS I tried Buying you Coffee but it wont take international credit cards. Lead Country must be either US , USA or United State or it can be blank. Flow error messages: An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Thanks allot Deadman , I just wasted my 3hours to tackle the issue, but u came as a saviour. New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect. Help on Superbadge Process Automation specialistStep 3? UPPER(ShippingCountry) =='US', LEN is your friend for the State validation. Sales", Similarly, for assigning lead to Assembly System Sales -. Alias: will be I took a look at the screenshots and emailed a few hints! Error Message: Would you mind posting the error message? I made two dollars today! Validation Rules >> New. A tag already exists with the provided branch name. I am stuck with this, kindly help As matter of fact, I had to delete a validation rule for customer stage field and passed. Error: Restforce::ErrorCode::MalformedQuery. Kudos to you!!! - 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. Here it Need help with specific errors? : Challenge 6. I tried creating a new field but then this new field isnt showing in the Process builder when I lookup. You want all opps entering the negotiation/review stage to kick off the validation rule if they meet the entry criteria. UPPER(BillingCountry) =='US', {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review2. The Day of the Week should not fall on Saturday or Sunday. Assembly System Sales. 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: 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. Tried everything. Thank youI have sent the screenshots for the process and the first step in the flow (Prospecting). Many useful tips and guide. Hi Trailhead BabyI stucked at challenge 5- Automate OpportunitiesIgetting error while Process Builder is deactivating 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 getting Error while activated Process BuilderChallenge 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: FIELD_CUSTOM_VALIDATION_EXCEPTION, An account cannot be added for Customer - Direct and Customer - Direct Channel. Let us start our new adventure, today we will learn about Release management from beginner to advanced level. 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. This is crucial to earn this badge. Or the "email to finance"? The issue was in validation rules. This field:Establishes a hierarchical relationship, preventing you from selecting a user that directly or indirectly reports to itself.Allows Chatter to recommend people and records to follow based on your org's reporting structure.This field is especially useful for creating hierarchical workflow rules and approval processes without creating more hierarchy fields.Should fix the issue :), Hello, I am stuck on this error followed by an email : 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. Hi, I finally managed to properly create a task, but now Robot Setup is stopping me. I'd check this first to see if you have any validation rules on the opportunity object. * 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? An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. (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. Any help would be greatly appreciated. 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. OK I will send you a detail email with screen shots. Error ID: 1009579560-396 (1684581515): []How can I show you some details about my process builder? Search for the approval process and select an opportunity object. Can anyone help me out here.Regards,Ashish, Hi,I did changed the CRITERIA to one. Seems I got every possible error on this step.Any help would be much appreciated. Hi Trailhead BabyI am at a loss, I have checked, double checked my process builder, and the create Marketing Material Task is not working.Hoping you can give me a hand with this.Criteria:Opportunity.Account.Type Equals Picklist ProspectOpportunity.StageName Equals Picklist ProspectingOpportunity.AccountID Does not equal NullCreate a Record:Record Type: TaskDue Date Only: TODAY() + 7Assigned TO ID: Opportunity.Account.OwnerIDPriority: HighStatus: Not StartedSubject: Send Marketing MaterialsRelated to ID: Opporunity.IDThanks :). We couldn't find the record you're trying to access. Create Flow named Product Quick Search. Error ID: 1066628416-17251 (1684581515): []. Im not getting a option for RB Robotics templetes in lookup. 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. It looks good on a resume to be a contributor. Under Record Collection: Add New Resource Filterresult: Variable Type as below. But I didnt understand the formula you changed in the last step for Date field in Robot Setup Object. Thank you so much!The criteria on the "Negotiation" node were both based on Opportunity Stage Name AND Opportunity Amount. 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. and some of my variables were angry because they had the wrong Input/Output Types. Ive even tried building just a process for the robot setup creation just to take away all of the noise. "I'm going crazy, I have days doing this and I can not, can you help me? https://trailhead.salesforce.com/help?article=Installing-a-package-or-app-to-complete-a-Trailhead-challenge, Process Automation Challenge #5 Automate Opportunities: There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. * There are two criteria for the validation rule. This value is empty. Do you have any further ideas? I breezed through the first 6 sections of the superbadge without any problems. Add New Resource Loop : Variable Type as below. Hii, If so, please share some details of your process. Test it yourself before you hit the button. 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! ) I recommend printing the transcripts for the videos and reading the first paragraph under "Automate Opportunities." First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup process failed.