process automation specialist superbadge step 6

(They shouldn't).If you like, feel free to email me a few screenshots of your process or ** bonus points ** a video walk through. Why don't you email a few screen shots to me? Checked it many many times. Note: If you have trouble in creating process builder, comment the errors you are getting, so that I will guide you to process it. 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. If you dont find the formula field in the edit option of the field, you can delete and recreate the field with the same name as well. 4, "Thursday", OR ( I fixed that by deactivating that validation.Then I got an 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. 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? Done the Superbadge Successfully.. 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! Element 2: Get Record as belowLabel: Search Prod select object as Product. Please Approve my messages I need help with this step. Did you have to build a new custom picklist field for the bot types? Yes can you explain what you mean by own manager set up in the profile? Is the process active? Add the component on newly created Opportunity Record Page. Leave a comment for the Trailhead Baby! Hello Sai- I took a look at your screenshots:A few tips:1) The approval process needs some edits. Hi, I finally managed to properly create a task, but now Robot Setup is stopping me. I request people the same. label -Day of the Week 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? Follow all the steps and in Assigned to ID give Account Owner Id not Account ID. Ive used Flow a LOT in recent years, but I learnt a lot more about it from completing this exercise. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. Still stuck? This error comes when I check the challenge for automating opportunities.. Error ID: 1155961392-2800659 (157788690)k up ExceptionCode values in the SOAP API Developer Guide. I have tried different order of decisions and whether to continue evaluating or stop after the action. UPPER(ShippingCountry) =='US', Error ID: 1196242369-26704 (1684581515): []Hear My criteria ISOpportunity.Account.Type Equals Picklist ProspectOpportunity.StageName Equals Picklist Prospecting [Opportunity].AccountId Does not equal Global Constant $GolbalConstant.NullAction on Task RecordCreate a Record:Record Type: TaskDue Date Only: TODAY() + 7Assigned TO ID: [Opportunity].Account.OwnerIdPriority: HighStatus: In ProgressSubject: Send Marketing MaterialsRelated to ID: [Opporunity].Id. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, The close date must be today or later: [], challenge not yet complete heres whats wrong: there was an unexpected error in your org which is preventing this assessment check from completing: system.dmlexception: insert failed. 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. 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). Im having a problem validatin a step in the Process Automation Specialist! This is pointing towards a problem with either the approval process or the node that pushes opportunities to pass thru the process. So, rather than using > symbol to check LEN(STATE) use =, and add NOT for AND, it should be like below: OR "Basically we want to send an email to the finance group whenever an opportunity is created for."(Opportunity accountID is not null and the AccountType is A, B, or C.). Thanks allot Deadman , I just wasted my 3hours to tackle the issue, but u came as a saviour. Are you able to share details of your process? An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Click the' Select Tests' button. I am also getting same error. If you get stuck again, I'm happy to take a look! Why the change of heart? Could you share the details of your process? * Finance needs to know about all opportunities, but marketing materials only need to be sent to a certain group of opportunities. Easy!)). 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. Node 3- Revise criteria. Sometimes when validation is right and it doesnt work rightly just delete and recreate it from scratch. Amazing blog to go through and understand the steps in detail. I must have read through it more than a dozen times already, I am still getting 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'. Give your Salesforce admin these details. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. I do not see an obvious issue in what you sent.but details would be helpful, This is my error, where did I go wrong: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. (LogOut/ Superbadge-Process-Automation-Specialist. Struggling with the last step for 2 days now. UPPER(ShippingCountry) =='USA', Then add an Apex action to your process. 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. Have already completed challenge 3 successfully where created custom object Robot Setup. Your validation rules are incorrect. 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. Can I have those screenshots,Because I am in stuck somewhere around there,Please? Odd! That would be a lot of email! Is your process activated?Is the process set up to "evaluate the next criteria"?More likely - Is the robot setup record being related back to the initial opportunity?What criteria do you have within the "closed won" node?There should only be 1. That being said my next challenge personally is to figure out how to make the flow work. 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. I tried so many times but I dont know where I did wrong . Since the error states that you need approval from manager, my guess is that it is something with the approval process. Remove any Validation rules on Opportunity Object, In process builder select the process which u created and check whether u select the stop button or evaluate the next criteria. 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Stage is field label and StageName is a field name so that shouldn't be a problem , i updated the Related to ID to [Opportunity].Id still i see the same issue. I passed this step. It turns out, you can build fancy widgets without developers! 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. Could not fix that with any of the formulas. Hi Trailhead Baby,I am still getting the same error message :(Not sure what is wrong. I tried creating a new field but then this new field isnt showing in the Process builder when I lookup. Nothing, nothing is working. Required fields are marked *. . Could something else be wrong? CONTAINS First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup v3 process failed. Create new Assignment rule for this scenario(Do not use the standard rule). A positive- the screenshot you emailed of the "send marketing materials" action has all the correct criteria! Could you provide additional details? It is highly recommended to print the video transcripts, because there are a multitude of brief instructions that are easy to overlook while watching. schedule ( 'Warehouse Time To Schedule to Test' , scheduleTime, new WarehouseSyncSchedule ()); Test . (LogOut/ It also removed the approval steps from Process Builder and highlighted with s the prerequisite items to building my process. (Not a specific person). 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. Good to hear! Please contact your administrator for more information. Username: will be Remember to activate the process approval, it worked for me, Challenge Not yet complete heres whats wrong: It will help the people those who want to complete the Superbadge. Waw, what a dedication--both in terms of the superbadges and answering all of those questions! 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. : There was an unhandled exception. 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. Did you get it resolved? Tip:Create 2 public groups (Sales Team) and assign each one queue. rebecca@capstorm.com. 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. Seems I got every possible error on this step.Any help would be much appreciated. Here it Screenless Flow Specialist Superbadge . Check Setup > Lightning App Builder. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Approval Process process failed. NOT( If you would like help, just leave a comment! Make sure it's "active." I'm happy to help you though if you would share some details about your process. There was an unexpected error in your org which is preventing this assessment check from completing: System.NullPointerException: Attempt to de-reference a null object. Lead State must be valid 2-digit US state. "I'm going crazy, I have days doing this and I can not, can you help me? I am managing to solve everything by myself, but I wonder something. * Approval actions on the approval process- The only thing you need here are field updates. Requesting admin to make update in your last question formula. Below are tips and gotchas for each report / dashboard. Give your Salesforce admin these details. in the step 1 you dont say that we need to activate the assignment rule. Thanks Trailhead Baby this post was very helpful! Let the universe renounce some goodness to you . Process automation specialist superbadge step 8. This morning I check again, without changing anything. Share. If the error persists, please share some details of your approval process. what do you mean not occur on the weekends? trailhead playground and have installed the package: Package Name: Superbadge . 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). Small contribution to SFDC community. It's worth notifying that case 0 means Sunday, not Monday, and the solution may require an additional day to skip weekends. Prerequisite: Make sure you have successfully logged in to your Hint: Carefully read / listen to the 1st line of the "Automate Opportunities" video/transcript. Trailhead SuperbadgeSeries: Process Automation Specialist Part 5, Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation. [ https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4] Step 3 : Create validation rule on lead object. And it takes care of the process thereby. Y, Superbadge Process Automation Specialist - Full Solutions, System.DmlException: Insert failed. My brother has started to play with me! But whereas If I am creating opportunity in Salesforce, i am able to approve and reject the Opportunity, do not know where it is failing Hey there! Hi Kona, Challenge Not yet complete heres whats wrong: We are always on the hunt for writers that have something interesting to say! If you would email a few screenshots, I am happy to take a look at them. Business Administration Specialist Superbadge- 3 & 4 Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6 Everything looks the same. I personally think a checkbox would be better and thats how Id do it in real life. Hi Trailhead Baby,I'm happy to get your reply. Is the criteria for this action group solely based upon the Opportunity Stage Name? Make sure to inactive other processes in Processes to avoid interference and activate your process builder: Help onSuperbadge Process Automation specialistStep 6? 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 picture, Validation rule on Lead to verify Country and State field. . +1,500 points ~1 hr . Read More: Salesforce Interview Questions and Answers We Swear By! Create a process with the process builderOpportunity object with option created and updated. I hope to inspire all of the worlds trailblazers to learn, grow, and experience! This one is around updating the date on your Robot Setup records if the original setup date falls on a weekend. Steps-2 : Create Two Queues 1. 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. Could not find an active Flow named Product Quick Search. startTest (); Test . Would you like to share what you have so far, and I'll take a look? 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 . Action for Node 1 Email Alert to mail notifies account creation : Finance: Account Creation. I am taking on automation specialist superbadge. 12 . Do you have your own manager set up in the profile? Challenge 5 , node 4. what am I suppose to do ?? It means that wen salesforce tried to check the workability of your approval process, the record that shud have been submitted for approval, ie shud pass the criteria. Get Records (Product Name Lookup) Properties: Create a Record Page on Opportunity Object: Go to Lightning App Builder page and click new. Executive Report Tips: SolarBot Loyalty Revenue This report is tricky, but I don't want to give away the solution! You can look up ExceptionCode values in the SOAP API Developer Guide. I'd like to take a look at it. Lookup field used to select the user's manager. Create Setup Record and Setup Date = 180 days + close date. If the problem continues, get in touch with your administrator with the error ID shown here and any other related details. Process Automation Specialist Superbadge 5 October 03 2017 A project with Daddy. For AND to be true, all the conditions inside it should be true. 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? ( Automate Opportunities) of Process Automation Specialist superbadge. ACADEMIC & STUDENT SERVICES. formula ==>, NOT( Complete the capstone assessment to earn the Approval Process Specialist Superbadge. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. To solve the above business use case we will modify the Screen Flow Created for this article. I hate to give up, but I have now tired every formula, every process and combination of process (and my initial formula *should* have worked), Ive conducted my own tests and never get a Saturday or Sunday and I sitll get this error. . 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. Challenge-5 (Automate Opportunities)I am unable to get Robot setup as Record type to create a record. 2) If a field does not exist, you can not encrypt or track field history. https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4. "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. Give your Salesforce admin these details. I'd check this first to see if you have any validation rules on the opportunity object. Label = Number of won deals This process involves 4 total nodes. Marketing Materials action Next. Step-1 : Validation rule on Lead to verify Country and State field. You have June 26, 2001.3) Robot Setup Record- Read the instructions carefully and note the "date" requirement. Thank you in advance for your help! Like it and share it to help our #salesforceohana members. Stage = Closed Won Stage ISCHANGED = TrueI removed the ISCHANGED criteria and it passed the challenge after that. The error message is still showing up and I'm running out of ideas. I dnt see an option for [Opportunity].Id in my process. My entire flow seems to work but not when creating a new >100k opportunity in the Negotiations stage. The StageName would be part of the process (process builder) but not the validation rule. When the Account was prospect it did create the task. Even the subject. Lead Country must be either. If so, please share some details of your process. Register as a new user and use Qiita more conveniently, 6, You can efficiently read back useful information. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015j00000DbQUHAA3. (Too much work for me!) When I made mistakes, I simply reverted to the last saved version. Change formula of date field from[Opportunity].CloseDate + 180..to.. below formula. Hi.My mistake was Immediate action for Closed Won - Robot Setup.I had to set the field value as [Opportunity].Id.Then I passed this step.Thank you!! THANK YOU so much! Thank you so much for all the help :). An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. ISCHANGED( Name ) && ISPICKVAL(Type, Customer Channel), ISCHANGED( Name ) && ISPICKVAL(Type, Customer Direct ), 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: &, BillingCountry <> US && BillingCountry <> USA && BillingCountry <> United States && NOT( ISBLANK(BillingCountry ) ). The formula field you need to create for calculating the day of the week can be easily found online; I used this forum post. Are you asking what the error message means? There is also a slide deck that came in useful. 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. 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. You signed in with another tab or window. You need only 1 Lightning page for Opportunities. Dont be tempted to write a checkbox formula they want a Text field. Have you walked through each step of the process like a end user to make sure that it works? I would check a few things:Process Builder- * Node for Opportunity = Prospect (with the "send marketing materials" as the immediate action) - Do you have three entry criteria? Subject String Send Marketing Materials 5. TIA, Challenge Not yet complete heres whats wrong: Hi Arno,If you would share some details of your process, I'll take a look. give your salesforce admin these details. I'm Sandeep Yadav. Disable a validation rule then try again. Your new org will have all the special data you need. Create Flow named Product Quick Search. System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist, System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist I've just completed the step. Both of the validation rules on the Opportunity and Account objects were giving me trouble so I made them inactive. Clone this Process. Criteria : (Opportunity: Stage EQUALS Negotiation/Review)AND(Opportunity: Amount GREATER THAN 100000)SALES: Opportunity Needs Approval->Template. Dont try to pass this superbadge using the slide deck alone, because youll be missing out on developing a key soft skill: listening. I am the Trailhead Baby! I kept getting this message: To continue the process after evaluating this criteria, define the next criteria node. Navigated to process builder and unable to find field opportunity.account.type and all. Thank you for your prompt reply! unique email id will work fine. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); I believe in work, I dont fuck with luck.. Thank you for any help! An unhandled fault has occurred while processing the flow. Having 3+ years of working experience in Salesforce domain. Can you tell me what is happening? It worked! Remember that Salesforce calculates DateDiff in days, so I did 365*2 and it was happy with that. 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. ), validation rule Name ==> State Validation rule for billing add There was an unexpected error in your org which is preventing this assessment check from completing: System.NullPointerException: Argument cannot be null.got the approval mail when i click the oppurtunity got this :Looks like there's a problem.Unfortunately, there was a problem. Give your Salesforce admin these details. I check my process it is working perfectly fine. Hi, I'm back :'). Error ID: 1009579560-396 (1684581515): []. Error Message: Clarification: the 2nd Approval Process above is Opportunity Stage = Awaiting Approval and Amount = 100k. 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.

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process automation specialist superbadge step 6