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

Hi Arno,If you would share some details of your process, I'll take a look. (Hint: Remember to click on the "stop" button at the end of each node to change it to "evaluate the next criteria" until you hit the final node.). Action for Node 3: ApprovalsChoose the one we created for the opportunity here. Hi Kona, 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? Challenge Not yet complete heres whats wrong: 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. CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). If you would like help, just leave a comment! Please contact your system administrator for more information. 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. Process Automation Specialist. 2) If a field does not exist, you can not encrypt or track field history. {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review2. I keep getting this error with the process automation superbadge. You start as a prospect and end up as a closed/won customer. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup v3 process failed. Criteria : (Opportunity: Stage EQUALS Negotiation/Review)AND(Opportunity: Amount GREATER THAN 100000)SALES: Opportunity Needs Approval->Template. I'll need the information for the node and the immediate actions. Here I am using Standard Controller functionality. I liked this one. Delete all other pages. Flows while purely a declarative tool sit between Process Builder and Apex. Or the "email to finance"? No idea why this weird issue is happening. Please contact your system administrator for more information. Thank you in advance, Hii Kona, I request people the same. Hello! This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type, #Salesforce Admin #Trailhead Challenges #Trailhead #Automation #Process AutomationSpecialistSuperbadge, Approval Process.2 failed.The approval request requires the next approver to be determined by the Manager field. I also had to keep the volume on my laptop off while doing the challenge- just in case mom was listening in over the baby monitor. 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? It will help the people those who want to complete the Superbadge. What am i suppose to do ?? I took a look at the screenshots and emailed a few hints! NOT (OR ( BillingCountry = 'US', BillingCountry = 'USA', BillingCountry = 'United State'. Many thanks again! 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. this error occurred when the flow tried to create records: field_integrity_exception: assigned to id: id value of incorrect type: 0015j00000bqxgjaag. After selecting edit, scroll down. For some areas where I was finding it difficult to figure the approach I needed to take, the guide here came in handy. You can look up ExceptionCode values in the SOAP API Developer Guide. {!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. Let us start our new adventure, today we will learn about Release management from beginner to advanced level. I will provide you with all the information needed once you direct me to a potential spot of error. Please help!! Get Records (Product Name Lookup) Properties: Create a Record Page on Opportunity Object: Go to Lightning App Builder page and click new. I made two dollars today! The "duh" question- probably not what is wrong! . Give your Salesforce admin these details. Assigned to ID- [Opportunity].Account.OwnerID is correct.I just posted a full walk through of this process specially for you. The email should be sent to "User: Integration User" from the current user's email address. I'm happy to help you though if you would share some details about your process. Step-1 : Validation rule on Lead to verify Country and State field. I will make sure to reply you within short time and help you to complete the Superbadge. Label = Number of won deals (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)))). I tried so many times but I dont know where I did wrong . Please contact your system administrator for more information. I am getting the below error while checking challenge. Pretty easy to build one more Process (3) that includes a formula to reset the Setup Date on Create. Time investment starts from about five hours for the superbadge itself and can extend . Error ID: 932835170-8850 (-1845957167): [] I fixed it by activating my approval process.Then I got an error about the big deals validation. || Country ="USA" || Country ="United States" || autofilled but you can change it to an easy one . Please post some details regarding the process- which criteria are in place. Error: Restforce::ErrorCode::MalformedQuery. You are missing many of the instructions. 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. In superbadge challenge Account Automate i got below error, Error: Field BillingState does not exist. Please Approve my messages I need help with this step. Please contact your system administrator for more information. I am sure that there is something that can be changed! You can look up ExceptionCode values in the SOAP API Developer Guide. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity process failed. (LogOut/ Salesforce Error ID: 1067837610-13774 (1684581515)Any assistance would be greatly appreciated. The account type is missing in yours. Then I changed approver to a manager and I stopped receiving email alerts. 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. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Automation process failed. As matter of fact, I had to delete a validation rule for customer stage field and passed. Make sure it's "active." please help me. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Related To ID: id value of incorrect type: 0054P000009KkqWQAS. If you like what I write and it has been ever helpful to you. Please help to overcome from the Problem. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Management process failed. Why did i see Lead: Clone source only , didnt get Lead: Source ? This is straightforward normal Queue creation. type = rollup summary ( on opportunity function count criteria- stage=close won), c) Amount of won deals for a specific picklist value you are showing/hiding a particular part of a VF Page. Note:- Roll-up summary fields can created on master side of master-detail relationship. Hi Rajendra,Happy to helpbut I will need some details. Superbadge-Process-Automation-Specialist. Please try again. That being said my next challenge personally is to figure out how to make the flow work. Thank you and I'll try this again as soon as I can. CONTAINS Win!On the first node, there are more criteria than just the accountID being null. It seems as I have to make a difference between Prospect Accounts and existing Customer Accounts (Direct or Channel). give your salesforce admin these details. In terms of the Processes I built, I got a bit confused when she said: Because now that I think about it, it makes sense to do some of those things I just mentioned only if an opportunity is in the Prospecting stage, and other things happen later.. Please dont forgot to Activate the page. I will help you figure out each challenge and how to clear it. 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. Is the Nushi Davoud someone that can be picked from a picklist or am I supposed to manually enter them? I need help with the Process Automation Superbadge Challenge # 5.Requirements : Automate OpportunitiesFollowing the business requirements, create a process to alert the finance group and create tasks for account owners at appropriate times during the sales process. I request you create a thread of this error and your suggested solution in the forum, as I might wud have to take down this post in future. Element 2: Get Record as belowLabel: Search Prod select object as Product. Create a record type named RB Robotics Process RT. * 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? 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? 2) Process builder - Re-read the instructions for the 1st node. Search for the approval process and select an opportunity object. I kept getting this message: To continue the process after evaluating this criteria, define the next criteria node. Does your process look like the screenshots posted in the blog? Hey there! It may have been deleted by another user, or there may have been a system error. If so, would you email a few screenshots of your process to my mom's email- rebecca@capstorm.com? How frustrating!A few tips for the "Negotiation/Review" and "Approval" parts:- The node within process builder only needs 1 criteria for executing actions. The StageName would be part of the process (process builder) but not the validation rule. I also got the same error.How did you rectified it. I am managing to solve everything by myself, but I wonder something. Thank you for your prompt reply! {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. Test Scheduling logic Hi Rangers , Great going !!! * Have you set your own approver? This error keeps coming back : 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'. System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist. If you are in a consulting role, WATCH THE VIDEOS. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity automation7 process failed. (OR( ISPICKVAL(Type, 'Customer - Direct'), ISPICKVAL(Type, 'Customer - Channel')). And I have started my flow in Process Builder When a record is created or edited. Someone pls help, Hi Check spelling., Even after updating BillingState in object records also same error come and also refreshed website, I got the answer ..wrongly done under Opportunity ..We need to do under Account this challenge has to be done, hi my problem is same can you please help me out how you solve Automate Opportunities, For the Last Step i just used this formula First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, An account cannot be added for Customer - Direct and Customer - Direct Channel. And with Super Set credentials, showcase your expertise in a specific domain and take the next step towards landing a top job. Watching videos is easy these days than Concepts we use to complete this Superbadge: Validations and Formulas Sales Process Process Builder Flow Important Pre-works before you start doing this Superbadge: Create a new Trailhead Playground for this superbadge. CASE(MOD([Opportunity].CloseDate - DATE(1900, 1, 7), 7), 0, [Opportunity].CloseDate+182, 1, [Opportunity].CloseDate+181,2, [Opportunity].CloseDate+180,3, [Opportunity].CloseDate+180,4, [Opportunity].CloseDate+180,5, [Opportunity].CloseDate+180,6, [Opportunity].CloseDate+180,null)I checked in the calendar that the 7th of January 1900 was a Monday. Cannot progress, I am stuck for 1 day and any help will be greatly appreciated !! CASE(WEEKDAY([Opportunity].CloseDate + 180) ,7,[Opportunity].CloseDate + 182,1,[Opportunity].CloseDate + 181,[Opportunity].CloseDate + 180) and it worked, Challenge 1 : Automate Leads :Assignment Rules\Select the criteria for this rule entry I assume that you have a formula set up to make the due date 7 days from today. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Anything over $100K--have to be approved before they can close: []. Error ID: 1066628416-17251 (1684581515): []. This can be achieved by using both the Standard Controller and as well as Custom controller functionality. (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) . A tag already exists with the provided branch name. Could you send a few screenshots to my mom's email: rebecca@capstorm.com or tag her in them on the Salesforce Success Community @RebeccaGray ? 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. I am glad that you have this set up as the second node. Issue was Evaluate the next criteria option was not enabled for step 3. I have a problem in 6 Automate Opportunities module. I checked and everything is totally fine. Stuck on Superbadge Process Automation specialistStep 1? Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. 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. Including the step to "send marketing materials?". ; Test . Hello friends,I removed the post that contained a walk through of this step. I am happy to take a look at what you have an offer some pointers. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup process failed. (high school algebra 2). Please help, The setup record should not occur on a weekend CloseDate+180 does not exclude weekends.This thread from the developer community should help:https://developer.salesforce.com/forums/?id=906F00000008vlZIAQ. Clone this Process. Maybe my user isn't setup correctly yet? Salesforce MPBSalesforce Trail head Super badges Process Automation Specialist Is video mai hum dekhenge ki kese hum Process Automation Specialist ka. I'll take a look at it. Lead Country must be either US, USA or United State or it can be blank. Help on Superbadge Process Automation specialist Step 6. (Too much work for me!) An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Note: you need to install the unmanaged package for the email templates. Thanks for clarifying that there should only be one criteria. Could not find an active Flow named Product Quick Search. Can you help me to find out the problem. The "send marketing materials" should not be a part of the first node. 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. Change), You are commenting using your Twitter account. formula ==>, NOT( stopTest (); //Contains schedule information for a scheduled job. I created some email templates to start off with since I find it irritating having to come in and out of the Process Builder: I was lazy with these; I just put the link into the body of the email and it was fine. Remember to activate the process approval, it worked for me, Challenge Not yet complete heres whats wrong: I passed this step. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Make sure that the correct date range is selected. The report is a beta feature.We welcome your feedback on IdeaExchange.Flow DetailsFlow Name: X5_Automation_oppType: WorkflowVersion: 4Status: ActiveFlow Interview DetailsInterview Label: X5_Automation_opp-4_InterviewLabelCurrent User: Henrique Ortiz (0051I000000LP7k)Start time: 12/6/2017 2:00 PMDuration: 0 secondsHow the Interview StartedHenrique Ortiz (0051I000000LP7k) started the flow interview.Some of this flow's variables were set when the interview started.myVariable_old = nullmyVariable_current = 0061I000004AdF9QAKASSIGNMENT: myVariable_waitStartTimeAssignment{!myVariable_waitStartTimeVariable} Equals {!Flow.CurrentDateTime}Result{!myVariable_waitStartTimeVariable} = "12/6/2017 2:00 PM"DECISION: myDecisionExecuted this outcome: myRule_1Outcome conditions: or1. did not pass. Getting this error in 5th step ( Automate Opportunities) of Process Automation Specialist superbadge. An unhandled fault has occurred while processing the flow. Yes- there are several things that could be the cause. Chapter 10, Salesforce Certified Data Architecture & Management Designer Exam Tips, Learn Salesforce with Gemma Homework and Recordings, Introduction: Learn Salesforce from Scratch Totally Free, A Flow to conditionally collect data and display in a screen, Adding a flow component to your Lightning record page, Spin up a new trailhead playground you need the data, but you can get away with adding a few records yourself. For anyone in a consulting role with a few years experience, you should find it fairly straightforward, but for those who arent, I hope this helps in some way. A few things:1) The first node in the process builder should not trigger sending marketing materials. Scroll down at the bottom of page, under approver settings. Thank you to all the guys involved in that Q&A. You can open dev console in a separate window and try running the process. Session Security Superbadge Unit . Curious if you have seen this error.Regards, Hello- Yes I have seen this error before. Change). Contact @jkarlsteen . type = rollup summary ( on opportunity function Max aggreate field-close date criteria- stage=close won), e)Deal win percent Let the universe renounce some goodness to you . Add the component on newly created Opportunity Record Page. Also- Make sure that the "evaluate next criteria" verbiage shows on the node above.And - Make sure the process is activated.Still stuck? Thanks in advance for your help! An Opportunity with the Stage 'Negotiation/Review' and the Amount greater than $100,000 was not rejected successfully by your manager or the Opportunity Stage was not updated to 'Negotiation/Review'.I am getting this error.