Any idea how this can be accomplished ? Username: will be autofilled but you can change it to an easy one . . Sg efter jobs der relaterer sig til Process automation specialist superbadge challenge 5, eller anst p verdens strste freelance-markedsplads med 22m+ jobs. Are you referencing the "send marketing materials" step? Including the step to "send marketing materials?". My entire flow seems to work but not when creating a new >100k opportunity in the Negotiations stage. Challenge Not yet complete heres whats wrong: Good! Many thanks again! get ahead. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Open Support Cases You ma, I might complain about my brother sometimesespecially how he takes up so much of mom's timebut I've decided that he really is a nifty fellow. Showcase your mastery of business process automation without writing a line of code. Negotiation Stage & Amount > 100 000, automatically submit for approval. This superbadge is all about to test one's automation skill using superb automation tools which salesforceprovide. CronTrigger is similar to a cron job on UNIX systems. Create some Roll-up Summary and formula field on Account Object. I'm looking forward to hearing that you passed the challenge! Web. The entry criteria are not correct nor are the final approval / rejection steps. In the end, I set all my variables to Input and Output to be safe, and it passed. I will help you figure out each challenge and how to clear it. 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. This can be achieved by using both the Standard Controller and as well as Custom controller functionality. Thank you so much for your good work. We are always on the hunt for writers that have something interesting to say! (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)))). But I didnt understand the formula you changed in the last step for Date field in Robot Setup Object. Testing this uncovered a few issues: it was originally an auto-launched flow (wrong!) (LogOut/ Only Trailhead Playgrounds have the correct data for these challenges.) VALIDATION RULE 2 : Rule Name :Name Change, Error Message :You cant change the Account name for Customer Direct or Customer Channel. I am unable to change it now since it is referenced in the PB. filled automatically as ndavo. 000+ postings in Kallang and other big cities in Singapore. My Flow had a couple of fast lookups in it to collect the products based on criteria, a decision, then a couple of screens. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Approval for a deal of more than $100K is must before closing. Take a break, grab a snack, and watch this video. (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) Can anyone help me out here.Regards,Ashish, Hi,I did changed the CRITERIA to one. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Complete the capstone assessment to earn the Approval Process Specialist Superbadge. I am taking on automation specialist superbadge. 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. 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. I dnt know where I am wrong. ISPICKVAL( Type , 'Customer - Direct') , When you start a create a new report, simply click to start with a clean screen. HINT: There are 4 necessary criteria for this node plus you will need to customize the logic in order to select the conditions. Flows are not my strong suite. I appreciate your help and hints along the way to get me back on track with the challenge.Thank you! ACADEMIC & STUDENT SERVICES. closely observe the screenshots n article, Hi admin The conditions for "which record" triggers the criteria are specified within the node. Hooray.. I have not encountered that error, but I'm happy to take a look at what you have! Create a new Trailhead Playground for this superbadge. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0010o00002GvZOaAAN. What are the criteria on your robot setup record set up?Did you assign Nushi Davoud to be your manager? Stuck on Superbadge Process Automation specialistStep 1? so check the criteria, This issue is not resolved would you plzz help me. Sharing is caring. New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect. Thank you for posting the solution! in the step 1 you dont say that we need to activate the assignment rule. A manual record should trigger the process - I don't know why it wouldn't. Same Error on Automate Account.. plz provide Any solution? The first three Superbadges can be taken in any order, and completing all three unlocks the fourth Superbadge, Advanced Apex Specialist. MOD(Date__c - DATE(1900, 1, 7), 7), Assembly System Sales. "I'm going crazy, I have days doing this and I can not, can you help me? Complete the capstone assessment to earn the Process Automation Specialist Superbadge. Add Record Button from the Input as below:Label: Product TypeData Type: TextRequired: CheckUnder Choices: Add new resource Type: Choice Create three choices as below for RainbowBot, CloudyBot, and Assemble Systems. Marketing Materials action Next. Automate record creation using Apex triggers 2. rev 2021.2.24.38653. I gave Assigned To ID as Opportunity.Account.OwnerID. According to the solution provided, if an opportunity is customer account type, then it will never go through the approval process. {!myVariable_current.Amount} (101,000) Greater than 100,000Logic: All conditions must be true (AND)SUBMIT FOR APPROVAL: myRule_6_A1Inputs:objectId = {!myVariable_current.Id} (0061I000004AdF9QAK)comment = nullprocessDefinitionNameOrId = Opp_100kskipEntryCriteria = falseError Occurred: No applicable approval process was found. Were you able to figure it out? Hii, Process Automation Specialist Challenge 5 How To Make Process Builder Demo Super Badge Hindi Youtube. 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. The issue was in validation rules. label - Deal win percent 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. It looks like you are almost there! Ive used Flow a LOT in recent years, but I learnt a lot more about it from completing this exercise. Hi, thanks for the guide. Hi Kona, But theres good news. That being said my next challenge personally is to figure out how to make the flow work. 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. Create Sales Process and Validate OpportunitiesCreate a sales process with the required stages and name it RB Robotics Sales Process. Sg efter jobs der relaterer sig til Process automation specialist superbadge step 3 day of the week, eller anst p verdens strste freelance-markedsplads med 22m+ jobs. Many thanks! as your own manager-, LEN( State ) : Opportunity.Account Type = customer and Opportunity.account id not equal to null, Node 2 Criteria. 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! Number_of_won_deals__c / Number_of_deals__c, f)Call for Service You're amazing. The issue- You should not be able to approve or reject the opportunity. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Sales 014 process failed. Name ==> State Validation rule Check out all badges on Top Trailblazers! Hy Appu, I can surely be wrong as I completed this in my initial days learning salesforce. Criteria based on $ belong in the approval process only.- There are 2 entry criteria for the approval process. Happy to take a look- rebecca@capstorm.com. Check out the transcript of the "Automate Setups" video: "We need to make sure that any robot setup date that would fall on Saturday or Sunday is set to the following Monday instead." I set up a new playground and tried to restart but I am still having the same issues. : [] Assuming something is wrong w/ my approval process can you help provide some guidance? Search for an answer or ask a question of the zone or Customer Support. Sales", Similarly, for assigning lead to Assembly System Sales -. Do you have any further ideas? Thank you for your Blog, Your information is always extremely helpful!!! This value is empty. Please go through this it will definitely help you -. I am stuck on challenge 5 not quite sure what to do or how to proceed. Please post some details regarding the process- which criteria are in place. It was happy with the ones I created (shown on the left) as long as the names contain the words Assembly System, CloudyBot and RainbowBot, youre home and dry. The screenshots are in the blog post. Give your Salesforce admin these details. Create a process with process builder Opportunity object with option created and updated. I have same error. Manager of Opportunity Owner for Approval; Lock Record and move stage to Awaiting Approval. the 6th and final step to the Salesforce - Trailhead - Process Builder Specialist Superbadge! Stuck on Step 5 of Process Automation Specialist? You can look up ExceptionCode values in the SOAP API Developer Guide. 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? Don't know why I am getting this error. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Cannot change Account Name if Type is Customer Direct, Channel: [Name]. Please contact your system administrator for more information. I based my formula on the formula field I created earlier (to calculate the day of the week). I'd check this first to see if you have any validation rules on the opportunity object. Thank you very much! I have completed my Superbadge, ), Step 3: Create Fields on account You can open dev console in a separate window and try running the process. Create queues for your sales teams but thats obvious from the video. 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). First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Opportunity Status Change process failed. {!myVariable_current.Account.Id} (0011000001NUajWAAT) Is null false3. Right now he' taking a nap.so I'm off to edit some reports! I set the Stage = ClosedWon under Approval Steps. check where the error happened on the logs and u will find the culprit. you should see Materials word carefully. 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 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. You wont need to go as far as deactivating any irrelevant Opportunity stages-just add the ones you need to the record type and leave the rest behind. 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. 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. Since the error states that you need approval from manager, my guess is that it is something with the approval process. Why don't you email a few screen shots to me? It was giving away too much of the challenge. On the trailhead community profile as well as on the Resume! setMock ( HttpCalloutMock . A tag already exists with the provided branch name. Figure 1: Application Lifecycle Management Step 1: Plan Release Gathering project requirements and analyzing them. I am the Trailhead Baby! This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Automation process failed. ), validation rule Name ==> State Validation rule for billing add feel free to rectify just send me a screenshot showing ur code works fine. Tip:Account Type = Prospect AND Opportunity Stage = Prospect AND ConstantError:System.DmlException: Insert failed. And I have now spent four times as much time on step 7 than on any of the other steps combined. Regarding step 5, if you change the stage of the opportunity and change back to prospecting, another task Send marketing materials would be created. I would like to take a look at your approval process, validation rule, and the process itself. How do I choose [Opportunity].Id in stead ofOpportunity.AccountId??