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

(LogOut/ Give your Salesforce admin these details. What are the criteria on your robot setup record set up?Did you assign Nushi Davoud to be your manager? Based on LeadSource value lead should be assign to correct sales team (Queue). Did you get it resolved? - criteria are met. Number_of_won_deals__c / Number_of_deals__c, f)Call for Service "Related details:- (2nd node) Criteria Name: Opportunity = prospect; Set Conditions: 1. Business Administration Specialist Superbadge- 3 & 4 Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6 Thank you so much for the advice Trailhead Baby! I kept it to Null and wasted 2 days of time ;(, 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. : []And I also receive a email with the flow erro:Error element myRule_6_A1 (FlowActionCall).No applicable approval process was found. type = rollup summary ( on opportunity function Max aggreate field-close date criteria- stage=close won), e)Deal win percent I liked this one. Thanks for this! Hi Trailhead Baby,After being stuck in sept 5 for 4 weeks, I found your blog and read your post and replies.I tried to follow your instructions and now I faced a new error message in Step 5.May I send you an email to ask for your help, if possible?Thank you in advance! I am happy to take a look at what you have an offer some pointers. Try to disable the validation rule then run the check again. 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? Join our group and start sharing your views and ideas. Do you have any further ideas? And with Super Set credentials, showcase your expertise in a specific domain and take the next step towards landing a top job. I passed this step. On the trailhead community profile as well as on the Resume! type - formula (return type - percentage ) The issue was in validation rules. No description, website, or topics provided. Please debug the issue via debug logthere is an issue when the approval process is inserting record. I am happy to help. Where are you in the process? 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. It's worth notifying that case 0 means Sunday, not Monday, and the solution may require an additional day to skip weekends. 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. Thanks for the quick response, I still having some issues with the formula for the 180 days after the Close Date. Did you look at: https://trailheadbaby.blogspot.com/2017/10/special-post-for-bcs-assistance-on.htmlIt is a full walk through of this step. Are you referencing the "send marketing materials" step? wow, thank you for such a quick reply! Rainbow Sales. Challenge 5 , node 4. what am I suppose to do ?? Unlocking the challenges and steps 1 to 4 were all right but for 24 h 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 played with trigger criteria and data fields on the action, following various suggestions from this thread, but the error is the same.I focused only on criteria and task fields and I feel that I tried all combinations. Label = Last won deal date Awesome! Element 2: Get Record as belowLabel: Search Prod select object as Product. 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. Step 5 I keep getting the following message: Challenge Not yet complete heres whats wrong: I have spent a few more hours on it, still couldn't figure out what is wrong, I get the same error. 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. 7788cb3 . Please help to overcome from the Problem. Challenge Not yet complete heres whats wrong: Your validation rules are incorrect. It turns out, you can build fancy widgets without developers! Sharing is caring. 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. Good to hear! (NOT(AND(LEN(State) = 2, 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(OR(Country =US,Country =USA,Country =United States, ISBLANK(Country)))). Glad you figured it out! Please dont forgot to Activate the page. This blog consists of all four challenges of Approval Process Management include Set up . Did you email me? Lead State must be valid 2-digit US state. This is my journey- a normal kid by day- a Trailhead explorer by night. Please contact your system administrator for more information. Thanks Trailhead Baby this post was very helpful! If you would email a few screenshots, I am happy to take a look at them. I check my process it is working perfectly fine. If a flow cant do what you need you or a developer can write Apex to do so. 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). I would first check to make sure that I'm pointing my flow towards the correct approval process.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 UnlockIf you are still stuck, email a few screen shots of your approval process to my mom: rebecca@capstorm.com ,and I'll take a look at it. Are you able to share details of your process? In this part of challenge, we gonna create a flow which takes some input from user and will return list of Product record. Result size: 2. ("manager" is the correct approver). My only hunch is the Day of the Week field on the Robot Setup Custom object which is not setup as formula. moment when you solve this tough challenge. Required fields are marked *. You are a life saver. On the 3rd node, the Opportunity Stage negotiation/review should cause the approval process to fire. Now, edit your own details make Nushi Automation Champion Approach I-do. 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. Create Names with related to appropriate sales team. Register as a new user and use Qiita more conveniently, 6, You can efficiently read back useful information. Note: If you have trouble in creating process builder, comment the errors you are getting, so that I will guide you to process it. Maybe this thing recorrection solves your problem. Error ID: 932835170-8850 (-1845957167): [] Tip:Activate Approval Process :-)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.Error: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.Tip:Only use criteria Opportunity = Closed Won, not additional 'opportunity record is changed'.Hope this helps guys! System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist. Hi! Struggling with the last step for 2 days now. Make sure it is unique. Add the flow to the opportunity screen using app builder. Error ID: 2146461946-632512 (157788690)ok up ExceptionCode values in the SOAP API Developer Guide. (Just post the details as a reply). Dont be tempted to write a checkbox formula they want a Text field. This error comes when I check the challenge for automating opportunities.. 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. Waw, what a dedication--both in terms of the superbadges and answering all of those questions! Let me know when you pass! Could you please share? Please spend a few minutes to go through the following Flow diagram and understand it. Any idea how this can be accomplished ? U have to create the robot setup object in step 3 and that only will be used here in create record. Any luck here? I tried creating a new field but then this new field isnt showing in the Process builder when I lookup. Take a break, grab a snack, and watch this video. Steps to Superbadge Challenge 1: Automate Leads Challenge 2: Automate Accounts Challenge 3: Create Robot Setup Object Challenge 4: Create Sales Process and Validate Opportunities Challenge 5: Automate Opportunities Challenge 6: Create Flow for Opportunities Challenge 7: Automate Setups Challenge 1: Automate Leads The approval process is straightforward. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0010o00002GvZOaAAN. 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. ), validation rule name ==> country rule for shipping add In process builder check whether u select the stop button or execute the next Test it yourself before you hit the button. autofilled but you can change it to an easy one . {!myVariable_current.StageName} (Negotiation/Review) Equals ProspectingLogic: All conditions must be true (AND)Executed the default outcomeDECISION: myDecision5Executed this outcome: myRule_6Outcome conditions: 1. Hi Bareera,I emailed some suggestions. trailhead playground and have installed the package: Username: will be +2,000 points ~1 hr . give your salesforce admin these details. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct2. Process Builder except last step all steps should Evaluate Next Criteria There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. UPPER(BillingCountry) =='United States', Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. ; Test . This challenge is all about setting-up Robot Setup Object and create some fields on it. Why did i see Lead: Clone source only , didnt get Lead: Source ? Scroll to the bottom and change your manager to be Nushi. 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 $100,000 and is approved IsClosed? Thank you for your prompt reply! Please reference ID: YRQGUFCA. When she said she wanted a widget, thats when I swore out loud. I'd like to take a look at it. >>> New, Rule Name: This superbadge is all about to test one's automation skill using superb automation tools which salesforceprovide. I am facing this error while checking my challenge Automate Oppotunities on Process Automation Specialist. I was wondering if it is normal for everyone else to deactivate the validation rules on account/opportunity objects. Unless you've revised things since then, I'd bet that the primary issue for this error is that the node for a "prospect" did not have criteria that required both the stage and the account type. Test Scheduling logic Hi Rangers , Great going !!! Manager has been setup for Admin under User details. I am getting the below error while checking challenge. I am facing this error : The Robot Setup Day of the Week formula does not seem to be working properly.I am unable to edit the Custom field 'Day of the Week' datatype to formula. And email error text:How the Interview StartedUser started the flow interview.Some of this flow's variables were set when the interview started.myVariable_old = nullmyVariable_current = Opportunity (00610000019ZX5IAAW)ASSIGNMENT: myVariable_waitStartTimeAssignment{!myVariable_waitStartTimeVariable} Equals {!$Flow.CurrentDateTime}Result{!myVariable_waitStartTimeVariable} = "17.4.2019 11.35"DECISION: myDecisionSkipped this outcome because its conditions weren't met: myRule_1Outcome conditions: 1.