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

Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. Someone pls help, Hi Moreover it takes lot of your internet MB's to According to the solution provided, if an opportunity is customer account type, then it will never go through the approval process. You can look up ExceptionCode values in the SOAP API Developer Guide. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. The email should be sent to "User: Integration User" from the current user's email address. Thanks for driving me to write better and more , You havent done the process correctly retry with the approach above. 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. I am managing to solve everything by myself, but I wonder something. {!myVariable_current.Amount} (101,000) Greater than or equal 100,000Logic: All conditions must be true (AND)SUBMIT FOR APPROVAL: myRule_6_A1Inputs:objectId = {!myVariable_current.Id} (0062E00001CO0koQAD)comment = nullprocessDefinitionNameOrId = Approval_Process_100K_OpportunityskipEntryCriteria = falseError Occurred: No applicable approval process was found. I'm have to send you screen shots of my entire process if necessary. You can look up ExceptionCode values in the SOAP API Developer Guide. Dont be tempted to write a checkbox formula they want a Text field. Error ID: 1930596534-98280 (1684581515): []. wow, thank you for such a quick reply! First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Opportunity Status Change process failed. That would be a lot of email! Steps-2 : Create Two Queues 1. I am taking on automation specialist superbadge. Add New Resource Looptxt1 : Variable Type as below. I am getting the same error. A positive- the screenshot you emailed of the "send marketing materials" action has all the correct criteria! ; Test . Hey can you help me for completing superbadge challenge6 i.e Automate Oppertunities. 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. I'm Sandeep Yadav. Could you send a few screenshots of your process to rebecca@capstorm.com ? 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. The criteria look good to me. One the end of each node, have selected to "evaluate the next criteria" (default value is "stop") ? Is that correct? You can look up ExceptionCode values in the SOAP API Developer Guide. What are the criteria on your robot setup record set up?Did you assign Nushi Davoud to be your manager? I am getting the below error while checking challenge. My favorite daily process. 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? Try putting the $$$ requirement into the approval process entry criteria. Like it and share it to help our #salesforceohana members. Tried everything. The StageName would be part of the process (process builder) but not the validation rule. There is also a slide deck that came in useful. 2. The Rainbow sales team should be handling all the leads that come from the web Determining various development & t. Make sure you have successfully logged in to your Having 3+ years of working experience in Salesforce domain. Challenge Not yet complete heres whats wrong: This can be achieved by using both the Standard Controller and as well as Custom controller functionality. Is it possible that the problem is somehow in previous steps (they passed the challenge, but maybe affect this step) ? I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. Hi! If you want First Ascent, dont use Check Challenge to test what youve built. Superbadge . 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 ? Lead Country must be either US , USA or United State or it can be blank. : [] Assuming something is wrong w/ my approval process can you help provide some guidance? Please contact your system administrator for more information. Change). UPPER(ShippingCountry) =='' Navigated to process builder and unable to find field opportunity.account.type and all. 8 . This is not the issue, as an admin you can have assign/reject permission. : []"Below would be Process Builder but cannot paste here. 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 If you are familiar with report and dashboards, this challenge should only take 30 or so minutes to complete. Hi, Kumar! Hooray.. 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! This error i get while validating 5 step. Give your Salesforce admin these details. Send Welcome Packet Email, when the Opportunity is Closed Won. Thank you so much!The criteria on the "Negotiation" node were both based on Opportunity Stage Name AND Opportunity Amount. Hi TrailHead BabyI getting Same ErrorChallenge 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 Trailhead Baby, I have not been able to resolve error below. You can look up ExceptionCode values in the SOAP API Developer Guide. You are a life saver. I guess this trailhead superbadge should also teach a way to avoid this, I mean, only creating a task when the stage is prospecting once, and not everytime it changes to prospecting. Process automation specialist step 6 flow builder. Try to disable the validation rule then run the check again. If the problem continues, get in touch with your administrator with the error ID shown here and any other related details. Now it's working :)But I've caught a little problem with the next step - there are no such products in my Playground. Ive even tried building just a process for the robot setup creation just to take away all of the noise. Please debug the issue via debug logthere is an issue when the approval process is inserting record. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. I am happy to take a look at what you have an offer some pointers. 3 field updates.Hope this helps! and some of my variables were angry because they had the wrong Input/Output Types. The "related to ID: id value of incorrect type" may also mean that there is an incorrect field reference in your process. Regarding step 5, if you change the stage of the opportunity and change back to prospecting, another task Send marketing materials would be created. assign the lead to -. Please contact your system administrator for more information. 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. You might also want to tweak the due date value. Hey there! 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'. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Anything over $100K--have to be approved before they can close: []. 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. Not sure what it means. important case law for law enforcement. Although my problem is solved I'm still trying to understand. billing specialist superbadge challenge 6. Thank you and I'll try this again as soon as I can. Step 5 I keep getting the following message: Challenge Not yet complete heres whats wrong: If yes to these questions, let's take a deeper look! 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. Contact your administrator for help. Assembly System Sales. Step-1 : Validation rule on Lead to verify Country and State field. - 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. . Hi Daria- Could you share some details here in the comments? You need only 1 Lightning page for Opportunities. I passed this step but another error occurred. If I check the Challenge it works, but if I manually add an opportunity below 100k it fails to trigger the approval process. Click the' Select Tests' button. Challenge Not yet complete here's what's wrong: An Opportunity with the Stage 'Negotiation/Review' and the Amount greater than $100,000 was not successfully submitted for approval upon creation.So whenever I try to update an existing opportunity it works fine and the stages change depending on approval or rejection, but just not when I create a new opportunity record.And I have started my flow in Process Builder 'When a record is created or edited'.Please advice! Thanks Trailhead Baby! Email some screenshots or a video of your process to rebecca@capstorm.com. I've just completed the step. 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. 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. 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. Superbadges are proof of worthiness! Not able to see Robot Setup object in Record type drop down list for node 4 in challenge 5. Could you provide additional details? https://www.youtube.com/watch?v=kqQyCsOgO8Q. Manager has been setup for Admin under User details. "Notify the account owner."* Activate the approval process once changes are made, or you get a funky error message. for a specific picklist value you are showing/hiding a particular part of a VF Page. Configure the more complex functionality in a flow and then add a flow action to your process. Challenge Not yet complete heres whats wrong: 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. Hy Will, I can surely be wrong as I completed this in my initial days learning salesforce. class , new WarehouseCalloutServiceMock ()); String jobID = System . Select queue to Though in my view superbadges are more like test than learning modules. I have completed my Superbadge, . I actually got it. If you like what I write and it has been ever helpful to you. is-. Y, Superbadge Process Automation Specialist - Full Solutions, System.DmlException: Insert failed. 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. Challenge-6 (Create Flow for Opportunities), How to show or hide a particular section of Visualforce Page dependent upon picklistfield value, How to redirect to another Vf page after saving a record. If you need more help, leave a comment! 0, "Sunday", {!myVariable_current.StageName} (Negotiation/Review) Equals ProspectingLogic: All conditions must be true (AND)Executed the default outcomeDECISION: myDecision5Executed this outcome: myRule_6Outcome conditions: 1. Notify the opportunity owner when an opportunity is approved or rejected.Use the Finance: Account Creation, SALES: Opportunity Needs Approval, and Sales: Opportunity Approval Status Email templates included in the unmanaged package for your processes. Validation Rules >> New. Note the filter. ), Step 3: Create Fields on account Challenge 5 , node 4. what am I suppose to do ?? Please reference ID: YRQGUFCA. ACADEMIC & STUDENT SERVICES. Let me know when you pass! 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. I have created 3 approval processes: 1) Opportunity Stage is Negotiation Over 100k; 2) Automatically Approve Opportunities Stage = Awaiting Approval and Amount = 100k. (LogOut/ error id: 429738065-586330 (157788690)ook up exceptioncode values in the soap api developer guide. Give your Salesforce admin these details. I've been working on this step for a few weeks now and I am now getting this 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 was originally getting this error:Challenge Not yet complete here's what's wrong: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'. Need help!! Salesforce Interview Questions and Answers We Swear By! Create related Email Alert from search box for the templates above. Could you please share? Hello, I have problems with challenge 5, "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'. Criteria : (Opportunity: Stage EQUALS Negotiation/Review)AND(Opportunity: Amount GREATER THAN 100000)SALES: Opportunity Needs Approval->Template. Thank you for any help! Can you help me to find out the reason for this errorChallenge 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. If you could share some details of what you have, I am happy to take a look. Obviously, if youre reading this now, youll have unlocked the badge by completing the pre-requisites; you may also have started working on the superbadge. Give your Salesforce admin these details. Whenever I hit a snag, I usually pull out of setup and start creating my own test records within the org to find out what is broken. Related to ID Field Reference [Opportunity].IdDo you happen to have any idea what I am missing here? Seems I got every possible error on this step.Any help would be much appreciated. Thanks, Tim, Let's take a look at your "Negotiation" node on the process. what to do now? Please contact your administrator for more information. Please help to overcome from the Problem. Session Security Superbadge Unit . on the account detail they should be able to see the number of deals, number of won deals, when the last deal was won, what our win percentage is, and the total amount of deals we won. (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.). Supported Any luck here? // This object is available in API version 17.0 and later. Thank you so much for all the help :). I'd check this first to see if you have any validation rules on the opportunity object. And with Super Set credentials, showcase your expertise in a specific domain and take the next step towards landing a top job. How frustrating!A few tips for the "Negotiation/Review" and "Approval" parts:- The node within process builder only needs 1 criteria for executing actions. 3 of the field conditions are related to "account.type." Result size: 2. Request you to please help, while trying to complete the challenge 6 for Process Automation Specialist, I am facing the following issues 1. As matter of fact, I had to delete a validation rule for customer stage field and passed. Hey there! CASE(MOD([Opportunity].CloseDate + 180 DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). Doesnt matter if the flow actually works. Thank you to all the guys involved in that Q&A. Note: If you have trouble in creating process builder, comment the errors you are getting, so that I will guide you to process it. (LogOut/ My formula field throws Error: Syntax error.Extra Amount for the following 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. I am getting the same error, can you help me to resolve it in case you know the resolution. the 6th and final step to the Salesforce - Trailhead - Process Builder Specialist Superbadge! >>> Queue (search it in Quick Find Box) >>> New, Queue Name: will ), validation rule Name ==> State Validation rule for billing add